Agent skill

Financial Parser

by OneWave-AI in OneWave-AI/claude-skills

Extract and analyze data from invoices, receipts, bank statements, and financial documents.

MITAuto-check passedBusiness, Finance & HR

Install Financial Parser

skills CLI
$ npx skills add OneWave-AI/claude-skills --skill financial-parser -a claude-code

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

GitHub CLI
$ gh skill install OneWave-AI/claude-skills financial-parser --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/OneWave-AI/claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/financial-parser .claude/skills/financial-parser && 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
financial-parser
GitHub stars
328
Used in
1 other repo
Token cost
~1.2k tokens
SKILL.md length
266 words
Files
1
Skills in repo
69
Repo updated
First seen
Licence
MIT

At a glance

Extract and analyze data from invoices, receipts, bank statements, and financial documents.

  • Works in 5 steps: Identify Document Type → Extract Core Information → Categorize Expenses → …
  • User provides financial PDFs
  • SKILL.md covers When to Use This Skill, Instructions, Output Format and Recommendations
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Financial Parser is an agent skill from OneWave-AI/claude-skills. Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.

Its SKILL.md is about 1.2k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Business, Finance & HR, covering Accounting and bookkeeping, Forms and invoices and Data analysis. The repository describes itself as: 200+ production-ready Claude Code skills for sales, marketing, design, engineering, and AI agent architecture. Built and maintained by OneWave AI. The licence is MIT.

When your agent uses it

  • User provides financial PDFs
  • Tasks that involve Accounting and bookkeeping
  • Tasks that involve Forms and invoices

Example prompts

  • “/financial-parser”

Workflow steps

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

  1. Identify Document Type
  2. Extract Core Information
  3. Categorize Expenses
  4. Identify Patterns
  5. Generate Structured Output

What it can do on your machine

Read from SKILL.md and the folder at commit fc5b785. 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

    No scripts in the folder and no shell commands in SKILL.md (its code samples are markdown).

    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

Financial Parser loads about 1.2k tokens when it runs. Until then it costs about 58 tokens; SKILL.md has 266 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~58
When it runs · the whole SKILL.md, loaded when a task matches
~1.2k

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); files beside SKILL.md are not scanned.

SKILL.md

The full file from OneWave-AI/claude-skills at commit fc5b785, republished under its MIT licence (© OneWave-AI). 266 words, ~1,228 tokens.

Download SKILL.mdSave it as .claude/skills/financial-parser/SKILL.md (or your agent's skills folder).
name
financial-parser
description
Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.

Financial Document Parser

Extract structured data from financial documents with automatic categorization and analysis.

When to Use This Skill

Activate when the user:

  • Provides invoices, receipts, or bank statements
  • Asks to "parse this invoice" or "extract data from this receipt"
  • Needs expense categorization
  • Wants to track spending patterns
  • Asks to generate expense reports
  • Mentions financial document analysis
  • Provides PDF or image of financial documents

Instructions

  1. Identify Document Type

    • Invoice (business to business)
    • Receipt (point of sale)
    • Bank statement
    • Credit card statement
    • Expense report
    • Tax document
  2. Extract Core Information

    For Invoices:

    • Invoice number
    • Invoice date and due date
    • Vendor/supplier name and contact
    • Client/recipient name
    • Line items (description, quantity, unit price, total)
    • Subtotal, tax, and grand total
    • Payment terms
    • Payment methods accepted

    For Receipts:

    • Merchant name and location
    • Date and time
    • Items purchased
    • Individual prices
    • Subtotal, tax, total
    • Payment method
    • Last 4 digits of card (if present)

    For Bank/Credit Card Statements:

    • Statement period
    • Account number (last 4 digits)
    • All transactions (date, description, amount, balance)
    • Beginning and ending balance
    • Total credits and debits
    • Fees or interest charges
  3. Categorize Expenses

    • Business expenses: Office supplies, software, equipment
    • Travel: Transportation, lodging, meals
    • Utilities: Internet, phone, electricity
    • Professional services: Legal, accounting, consulting
    • Marketing: Advertising, subscriptions
    • Entertainment: Client meals, events
    • Other: Miscellaneous
  4. Identify Patterns

    • Recurring charges (subscriptions)
    • Duplicate charges
    • Unusual or high-value transactions
    • Tax-deductible expenses
    • Foreign currency transactions
  5. Generate Structured Output

    • Create CSV-ready format
    • Summarize totals by category
    • Flag items needing attention
    • Calculate tax implications (if relevant)

Output Format

markdown
# Financial Document Analysis

## Document Details
- **Type**: Invoice / Receipt / Statement
- **Date**: [Date]
- **Vendor/Merchant**: [Name]
- **Document Number**: [Number]
- **Total Amount**: $X,XXX.XX

## Line Items
| Description | Quantity | Unit Price | Total |
|-------------|----------|------------|-------|
| [Item] | X | $XX.XX | $XX.XX |

## Financial Summary
- **Subtotal**: $X,XXX.XX
- **Tax**: $XXX.XX
- **Total**: $X,XXX.XX
- **Payment Method**: [Method]

## Expense Categorization
| Category | Amount | Items |
|----------|--------|-------|
| Software | $XXX | Slack, GitHub |
| Office | $XX | Supplies |

## Insights
- Tax-deductible business expenses: $X,XXX
- Recurring charges detected: 3 subscriptions ($XXX/month)
- Foreign transaction fees: $XX

## Flagged Items
- [ ] Large expense ($X,XXX) - verify approval
- [ ] Duplicate charge detected on [date]

## Export Data (CSV Format)
```csv
Date,Vendor,Description,Category,Amount,Tax Deductible
2025-01-15,Adobe,Creative Cloud,Software,52.99,Yes

Recommendations

  • Track recurring $XXX/month for [subscription]
  • Consider negotiating bulk discount with [vendor]
  • Set up payment reminder for [invoice due date]

## Examples

**User**: "Extract data from this invoice PDF"
**Response**: Parse PDF → Extract vendor info, line items, totals → Categorize as business expense → Format as structured data → Generate CSV export

**User**: "Analyze my bank statement and categorize expenses"
**Response**: Extract all transactions → Categorize each (dining, software, travel) → Identify recurring charges → Calculate totals by category → Flag unusual transactions → Generate spending report

**User**: "Parse these 10 receipts and create an expense report"
**Response**: Process each receipt → Extract merchant, date, amount, items → Categorize expenses → Calculate totals → Generate consolidated report → Create CSV for expense submission

## Best Practices

- Preserve exact amounts (don't round)
- Maintain currency symbols and formats
- Note when data is unclear or illegible
- Flag suspicious or duplicate transactions
- Provide tax-relevant categorization
- Use standard expense categories
- Generate export-ready formats (CSV, JSON)
- Protect sensitive info (mask account numbers)
- Identify missing information (no date, unclear vendor)
- Calculate totals and verify against document
- Note discrepancies or calculation errors
- Include exchange rates for foreign currency

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

Files

Just SKILL.md in financial-parser of OneWave-AI/claude-skills.

Open the folder on GitHubat commit fc5b785

Used in 1 other repository

We found 2 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in OneWave-AI/claude-skills, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Financial Parser 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.

Financial Parser compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Financial Parser this skillOneWave-AI/claude-skills3281 repos~1.2kAutomated 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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Questions about Financial Parser

What does Financial Parser do?

Extract and analyze data from invoices, receipts, bank statements, and financial documents. Financial Parser is an agent skill from OneWave-AI/claude-skills. Extract and analyze data from invoices, receipts, bank statements, and financial documents.

When should I use Financial Parser?

Financial Parser fits situations like: user provides financial PDFs; tasks that involve Accounting and bookkeeping; tasks that involve Forms and invoices.

How do I install Financial Parser in Claude Code?

Run `npx skills add OneWave-AI/claude-skills --skill financial-parser -a claude-code`. Or copy the skill folder (financial-parser in OneWave-AI/claude-skills) into .claude/skills/financial-parser in your project. Claude Code loads it when a task matches its description.

How do I install Financial Parser in Codex?

Run `npx skills add OneWave-AI/claude-skills --skill financial-parser -a codex`. Or copy the skill folder (financial-parser in OneWave-AI/claude-skills) into .agents/skills/financial-parser in your project. Codex loads it when a task matches its description.

Can I use Financial Parser 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 OneWave-AI/claude-skills --skill financial-parser -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/financial-parser, .gemini/skills/financial-parser, .github/skills/financial-parser and .opencode/skills/financial-parser in your project.

What does Financial Parser need to run?

SKILL.md names no scripts, command-line tools or credentials: Financial Parser is instructions for the agent only.

Does Financial Parser 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 Financial Parser 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. Review the folder before installing.

What licence does Financial Parser use?

Financial Parser is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Financial Parser use?

About 1.2k tokens (SKILL.md is roughly 4.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Financial Parser?

Skills that share tags, products or a category with Financial Parser: 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 Financial Parser?

OneWave-AI (a GitHub organization) maintains it in OneWave-AI/claude-skills, which has 328 GitHub stars. The repository holds 69 skills in this directory. The repository was last updated on October 2, 2026.

Source: OneWave-AI/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.