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Agent skill

Invoice Organizer

by borghei in borghei/Claude-Skills

Categorize invoices and receipts by vendor, expense, and tax bucket, detect duplicates, and produce a tax-ready monthly summary.

MITAuto-check passedBusiness, Finance & HR

Install Invoice Organizer

skills CLI
$ npx skills add borghei/Claude-Skills --skill invoice-organizer -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install borghei/Claude-Skills invoice-organizer --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/personal-productivity/invoice-organizer .claude/skills/invoice-organizer && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
invoice-organizer
GitHub stars
886
Token cost
~1.5k tokens
SKILL.md length
636 words
Files
5 (incl. scripts, references, assets)
Skills in repo
354
Repo updated
First seen
Licence
MIT

At a glance

Categorize invoices and receipts by vendor, expense, and tax bucket, detect duplicates, and produce a tax-ready monthly summary.

  • Works in 4 steps: Export receipts from your bank or… → Run → Review the categorized output and… → …
  • Tasks that involve Forms and invoices
  • SKILL.md covers Table of Contents, Keywords, Clarify First and Quick Start, plus 6 more sections
  • Runs Python scripts from its folder; calls python

What it does

Invoice Organizer is an agent skill from borghei/Claude-Skills. Categorize invoices and receipts by vendor, expense, and tax bucket, detect duplicates, and produce a tax-ready monthly summary. Use during bookkeeping, tax prep, or expense reimbursement.

Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 7 other files, including scripts, reference files and assets (for example `assets/category_rules.json`, `assets/monthly_summary_template.md` and `references/expense_categorization_guide.md`).

It sits in Business, Finance & HR, covering Forms and invoices and Accounting and bookkeeping. The repository describes itself as: 385 AI skills, 77 expert agents, and 900 stdlib Python tools for every team: engineering, PM, marketing, C-level, compliance, business ops, research, and a LinkedIn toolkit… The licence is MIT.

When your agent uses it

  • Tasks that involve Forms and invoices
  • Tasks that involve Accounting and bookkeeping

Example prompts

  • “/invoice-organizer”

Requirements

  • Python 3

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. Export receipts from your bank or expense tool as a CSV with columns: date,vendor,description,amount,currency
  2. Run
  3. Review the categorized output and override anything wrong via the rules file
  4. Export the monthly summary for handoff to your accountant

What it can do on your machine

Read from SKILL.md and the folder at commit 4a698e8. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 1 file in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • python

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Invoice Organizer loads about 1.5k tokens when it runs, and up to ~2.7k if it reads all its reference files. Until then it costs about 52 tokens; SKILL.md has 636 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~52
When it runs · the whole SKILL.md, loaded when a task matches
~1.5k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~2.7k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from borghei/Claude-Skills at commit 4a698e8, republished under its MIT licence (© borghei). 636 words, ~1,486 tokens.

Download SKILL.mdSave it as .claude/skills/invoice-organizer/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
invoice-organizer
description
Categorize invoices and receipts by vendor, expense, and tax bucket, detect duplicates, and produce a tax-ready monthly summary. Use during bookkeeping, tax prep, or expense reimbursement.
license
MIT + Commons Clause
metadata.version
1.0.0
metadata.author
borghei
metadata.category
personal-productivity
metadata.domain
bookkeeping
metadata.updated
2026-05-04
metadata.python-tools
invoice_categorizer.py
metadata.tech-stack
bookkeeping, tax

Invoice Organizer

Bulk-categorize a CSV of invoices or receipts, detect duplicates, and produce a tax-ready monthly summary.

Table of Contents

Keywords

invoice, invoices, receipt, receipts, expense, expenses, bookkeeping, accounting, tax, tax prep, categorization, vendor, reimbursement, monthly summary

Clarify First

Before categorizing, confirm these inputs. If any is unknown or vague, ASK — do not assume:

  • Receipt CSV fields — date, vendor, description, amount drive categorization and duplicate detection
  • Tax bucket scheme — US Schedule C vs UK self-employment vs generic sets which categories the summary maps to
  • Recurring-vendor rules — known vendor→category mappings to seed category_rules.json and cut the uncategorized bucket

Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact.

Quick Start

Categorize 200 Receipts in 1 Minute
  1. Export receipts from your bank or expense tool as a CSV with columns: date,vendor,description,amount,currency
  2. Run:
    bash
    python scripts/invoice_categorizer.py receipts.csv
  3. Review the categorized output and override anything wrong via the rules file
  4. Export the monthly summary for handoff to your accountant

Core Workflows

Workflow 1: Monthly Bookkeeping

Goal: Convert a month of unstructured receipts into a categorized, tax-ready summary in under 10 minutes.

Steps:

  1. Export receipts as CSV from your bank, card, or expense tool
  2. Run: python scripts/invoice_categorizer.py receipts.csv
  3. Review the uncategorized bucket — these need rules added or manual override
  4. Add rules to assets/category_rules.json for any recurring vendors
  5. Re-run; uncategorized count should drop each month as the rules file grows
  6. Drop the monthly summary into assets/monthly_summary_template.md

Expected Output: Categorized expense list + monthly totals by category + duplicate-suspect list.

Time Estimate: 10 minutes/month after initial rules are seeded.

Workflow 2: Duplicate Detection

Goal: Catch double-entered receipts before they reach the books.

Steps:

  1. Run: python scripts/invoice_categorizer.py receipts.csv --json
  2. Inspect the duplicates_suspected list
  3. Confirm whether each is a true duplicate (same charge entered twice) or a coincidence (same amount on different days at different vendors)
  4. Remove confirmed duplicates from the source CSV; re-run

Expected Output: Cleaned CSV with no duplicate rows.

Time Estimate: 2-3 minutes per month.

Show full SKILL.md (279 more words)Show less
Workflow 3: Vendor Spend Review

Goal: Find spend creep — vendors whose monthly total grew significantly without you noticing.

Steps:

  1. Run categorizer for the last 3-6 months separately
  2. Compare per-vendor totals month-over-month
  3. Flag any vendor where total grew > 25% with no obvious business reason
  4. Either renegotiate, switch, or accept; revisit quarterly

Expected Output: Vendor-spend trend list with flagged growth.

Time Estimate: 15 minutes per quarter.

Tools

invoice_categorizer.py

Reads a CSV of receipts/invoices and:

  • Categorizes each row by vendor + description against rules in assets/category_rules.json (extensible)
  • Aggregates totals per category and per vendor
  • Detects likely duplicates (same vendor + amount within 3 days)
  • Flags uncategorized items for manual review
bash
# Human-readable summary
python scripts/invoice_categorizer.py receipts.csv

# JSON for programmatic use
python scripts/invoice_categorizer.py receipts.csv --json

# Use a custom rules file
python scripts/invoice_categorizer.py receipts.csv --rules my-rules.json

Expected CSV columns: date, vendor, description, amount (currency optional) Date formats accepted: YYYY-MM-DD, MM/DD/YYYY, DD/MM/YYYY

Reference Guides

  • references/expense_categorization_guide.md — Standard expense categories, common tax buckets (US Schedule C, UK self-employment, generic), how to map vendors to categories

Templates

  • assets/category_rules.json — Default rules; extend with your recurring vendors
  • assets/monthly_summary_template.md — Format for handing the monthly summary to an accountant

Best Practices

  • Categorize monthly, not annually. Annual catch-up bookkeeping always misses receipts and produces guess-categorization.
  • Grow the rules file over time. First month: 30% uncategorized. Sixth month: < 5%. The compounding return on rule-writing is high.
  • Keep evidence. Categorization is bookkeeping; receipts (PDFs, photos) are tax evidence. Store separately from this script's output.
  • Don't trust auto-categorization for tax filing. Use it for prep; have a human (you or your accountant) sign off before filing.
  • Currency consistency. If you have multi-currency receipts, convert at month-end FX rate before this script; it does not handle FX.

Integration Points

  • Pairs with finance/ skills for budgeting and forecasting
  • Feeds into c-level-advisor/cs-cfo-advisor cash-flow workflows
  • Used by solo-founder persona for monthly close

© borghei, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 4 other files (scripts, references, assets) in personal-productivity/invoice-organizer of borghei/Claude-Skills.

  • SKILL.md
  • assets/category_rules.json
  • assets/monthly_summary_template.md
  • references/expense_categorization_guide.md
  • scripts/invoice_categorizer.py

Open the folder on GitHubat commit 4a698e8

Compare with similar skills

Invoice Organizer next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Invoice Organizer compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Invoice Organizer this skillborghei/Claude-Skills886—~1.5kAutomated safety check: PassMIT
Journalkazukinagata/shinkoku365—~2.3kAutomated safety check: PassMIT
Invoice Organizerdavila7/claude-code-templates32k12 repos~2.9kAutomated safety check: PassMIT
Invoice Po Reconciliationpnp/sharepoint-skills132—~1.4kAutomated safety check: PassMIT
Querying Well DataWellApp-ai/Well345—~703Automated safety check: PassMIT
ReconciliationWellApp-ai/Well345—~511Automated safety check: PassMIT

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Categories

Questions about Invoice Organizer

What does Invoice Organizer do?

Categorize invoices and receipts by vendor, expense, and tax bucket, detect duplicates, and produce a tax-ready monthly summary. Invoice Organizer is an agent skill from borghei/Claude-Skills. Categorize invoices and receipts by vendor, expense, and tax bucket, detect duplicates, and produce a tax-ready monthly summary.

When should I use Invoice Organizer?

Invoice Organizer fits situations like: tasks that involve Forms and invoices; tasks that involve Accounting and bookkeeping.

How do I install Invoice Organizer in Claude Code?

Run `npx skills add borghei/Claude-Skills --skill invoice-organizer -a claude-code`. Or copy the skill folder (personal-productivity/invoice-organizer in borghei/Claude-Skills) into .claude/skills/invoice-organizer in your project. Claude Code loads it when a task matches its description.

How do I install Invoice Organizer in Codex?

Run `npx skills add borghei/Claude-Skills --skill invoice-organizer -a codex`. Or copy the skill folder (personal-productivity/invoice-organizer in borghei/Claude-Skills) into .agents/skills/invoice-organizer in your project. Codex loads it when a task matches its description.

Can I use Invoice Organizer in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add borghei/Claude-Skills --skill invoice-organizer -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/invoice-organizer, .gemini/skills/invoice-organizer, .github/skills/invoice-organizer and .opencode/skills/invoice-organizer in your project.

What does Invoice Organizer need to run?

Going by SKILL.md and its folder, Invoice Organizer needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.

Does Invoice Organizer access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Invoice Organizer safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Invoice Organizer use?

Invoice Organizer is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Invoice Organizer use?

About 1.5k tokens (SKILL.md is roughly 5.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.2k tokens, read only when the agent opens those files.

What are the alternatives to Invoice Organizer?

Skills that share tags, products or a category with Invoice Organizer: Journal (kazukinagata/shinkoku, 365 stars), Invoice Organizer (davila7/claude-code-templates, 32k stars), Invoice Po Reconciliation (pnp/sharepoint-skills, 132 stars) and Querying Well Data (WellApp-ai/Well, 345 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Invoice Organizer?

borghei (a GitHub user) maintains it in borghei/Claude-Skills, which has 886 GitHub stars. The repository holds 354 skills in this directory. The repository was last updated on October 7, 2026.

Source: borghei/Claude-Skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.