Invoice Organizer Skill: Sort Invoices and Receipts for Tax Prep

DemoReal run · claude-sonnet-5-5 · October 2026

Organize the invoices in ./receipts-to-sort for taxes. Copy them rather than moving, sort by year and then vendor, and create the CSV summary for my accountant. You have my approval for that plan, so go ahead without asking again. Flag anything you can't read properly.

Skill: invoice-organizer

Bash: ls -la ./receipts-to-sort

Bash: cd receipts-to-sort && for f in *; do echo "=== $f"; cat "$f"; echo; done; md5 *

Bash: cd <workdir> && S=receipts-to-sort && O=Invoices…

I copied the five readable receipts into ./Invoices/, sorted by year and then vendor. The originals in receipts-to-sort are untouched, still six files. I also wrote the CSV summary for your accountant.

Invoices/
├── invoice-summary.csv
├── 2026/
│   ├── Adobe/    2026-03-15 Adobe - Invoice - Creative Cloud.txt
│   ├── Amazon/   2026-03-10 Amazon - Receipt - Keyboard and USB-C Hub.txt
│   ├── Netlify/  2026-02-28 Netlify - Invoice - Pro Plan.txt
│   ├── Staples/  2026-02-10 Staples - Receipt - Printer Paper and Toner.txt
│   └── Uber/     2026-03-02 Uber - Receipt - Airport Trip.txt
└── Needs-Review/
    └── document.txt

The CSV has date, vendor, invoice number, description, amount, currency, category, file path and notes. The category column is my own guess (Office, Software or Travel), so your accountant may want to adjust it.

Flagged for your review

document.txt: This is a note about a call, not an invoice or receipt. It has no vendor, date or amount, so I put a copy in Needs-Review/ and left it out of the CSV.
Adobe: The amount is EUR 59.99. I didn't convert it to USD, so your accountant will need to.
Netlify: The invoice has a billing period (2026-02-01 to 2026-02-28) but no invoice date. I used the period end, 2026-02-28, as the date.
Uber: The receipt has no receipt or invoice number, so that CSV field is blank.
Staples: The receipt has a store number but no invoice number. The date was written as 02/10/2026, and I read it as 10 February 2026, since the other receipts are all dated February or March 2026. If it was meant as 2 October, the date and folder placement need fixing.

The files are plain text rather than PDFs, so I kept the .txt extension.

invoice-summary.csv recorded in the trial sandbox:

Date,Vendor,Invoice Number,Description,Amount,Currency,Category,File Path,Notes
2026-02-10,Staples,Store #4412,Printer paper (5 reams); toner cartridge,103.89,USD,Office,"Invoices/2026/Staples/2026-02-10 Staples - Receipt - Printer Paper and Toner.txt",
2026-02-28,Netlify,NL-882134,Pro Plan (1 seat),19.00,USD,Software,"Invoices/2026/Netlify/2026-02-28 Netlify - Invoice - Pro Plan.txt","Date is end of billing period 2026-02-01 to 2026-02-28; no invoice date given"
2026-03-02,Uber,,Airport to downtown trip (fare 34.50 + tip 5.00),39.50,USD,Travel,"Invoices/2026/Uber/2026-03-02 Uber - Receipt - Airport Trip.txt","No receipt number"
2026-03-10,Amazon,112-3948571-2218265,Ergonomic keyboard; USB-C hub,127.45,USD,Office,"Invoices/2026/Amazon/2026-03-10 Amazon - Receipt - Keyboard and USB-C Hub.txt",
2026-03-15,Adobe,IEE2026-0048213,Creative Cloud All Apps (monthly),59.99,EUR,Software,"Invoices/2026/Adobe/2026-03-15 Adobe - Invoice - Creative Cloud.txt","Amount in EUR (not converted); paid by Visa ending 4242"

Real run recorded with claude-code / claude-sonnet-5-5. Run on a sample folder with 6 invoices in text format. We approved the plan in the prompt so it would go ahead directly. The trial used .txt files; PDFs and scanned images were not tested. The last block is the CSV it generated, recorded verbatim. Tool-call lines show only the first line of each command. The model output is unmodified.

What it does

Turns a pile of invoices and receipts into an orderly archive: it reads each file, pulls out the key details and files it under a consistent name.

How it works

Finds the invoice files and reads vendor, number, date, amount and description from each.
Asks how you want them organised (by vendor, category, date or tax category), or uses year, category and vendor by default.
Shows the plan, then copies the files (or moves them if you prefer) into a new structure with names like YYYY-MM-DD Vendor - Invoice - Description.
Writes a CSV with all the details and lists anything it could not read for manual review.

Good for

Tax preparation, expense reports and handing records to an accountant.

Worth knowing

In our trial it copied five receipts, put a non-invoice file in Needs-Review, and flagged an ambiguous date, a foreign-currency amount and missing invoice numbers instead of guessing.

Notes & risks

Pure instruction file: no scripts. It reads the content of your invoices and receipts, copies or moves files, and creates folders and a CSV that holds vendor, amount and payment details in your folder. The expense categories are the model's guesses. It does not give tax or accounting advice, so have the results checked before filing, and keep your originals. We tested it with text files only, not PDFs or scanned images. The skill folder has no licence file of its own. The licence basis is the source repository's README, which declares the whole repository Apache-2.0 and notes that individual skills may differ. The package also contains LICENSE (the full Apache-2.0 text) and SOURCE.txt (a source and licence-basis note added by AIBars).