# Invoice Organization

> Organize and manage invoices with OCR extraction, categorization, and expense tracking

- Skill: `majiayu000/invoice-organization` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add majiayu000/invoice-organization`
- Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/invoice-organization/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Finance & Business
- Author: majiayu000 (https://skillmd.com/u/majiayu000)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/majiayu000/invoice-organization

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# Invoice Organization Skill

Organize, extract data from, and manage invoices for accounting and expense tracking.

## When to Use
- Expense management
- Accounting workflows
- Tax preparation
- Vendor payment tracking

## Core Capabilities
- OCR text extraction
- Data parsing (amount, date, vendor)
- Categorization (expense type)
- Duplicate detection
- Date-based filing
- Export to accounting software

## Workflow
1. **Scan/Upload**: Capture invoice images
2. **OCR**: Extract text
3. **Parse**: Extract key fields (amount, date, vendor, items)
4. **Categorize**: Assign expense category
5. **Store**: Organize by date/vendor/category
6. **Export**: Generate reports or export to QuickBooks/Xero

## Tools
- Tesseract OCR
- Invoice2data (Python)
- Tabula (PDF tables)
- Accounting software APIs

## Best Practices
- Standardize naming: `YYYYMMDD_Vendor_Amount.pdf`
- Backup regularly
- Verify OCR accuracy
- Track payment status
- Archive annually

## Resources
- Tesseract: https://github.com/tesseract-ocr/tesseract
- invoice2data: https://github.com/invoice-x/invoice2data