Financial Document Management

Turns messy folders of invoices and receipts into organized, tax-ready files by reading PDFs and images, extracting vendor names, dates, and amounts, then renaming everything to a consistent format like "2024-03-15 Adobe - Invoice - Creative Cloud.pdf". It sorts files into folder structures by vendor, category, or time period, and spits out a CSV summary for your accountant. The skill preserves originals and handles the tedious work of standardizing filenames and creating logical hierarchies. Best used when preparing for taxes, reconciling business expenses, or setting up a filing system you can actually maintain. It asks how you want things organized before moving files, which saves you from redoing everything when it guesses wrong.

Install to Claude Code

npx -y skills add qodex-ai/ai-agent-skills --skill financial-document-management --agent claude-code