invoice-organizer

Automatically organizes invoices and receipts into tax-ready folders with standardized names and categories.

• Reads PDFs, images, and documents for key financial data
• Renames files with consistent, searchable formats
• Sorts files into logical folders by vendor, category, or date
• Preserves originals while creating organized copies

• Extracts vendor, date, amount, and description from files
• Creates standardized filenames: YYYY-MM-DD Vendor - Invoice - Description.ext
• Organizes by vendor, category, date, or tax type
• Supports PDFs, JPGs, PNGs, and email attachments
• Maintains original files while organizing copies
• Generates a CSV report for accountants or tax prep

1. 1.Scan folder and list files, types, and date range
2. 2.Extract key info (date, vendor, amount, description)
3. 3.Ask user preferred organization (by vendor, category, date, etc.)
4. 4.Create standardized filenames and show proposed structure
5. 5.Get approval before moving or copying files
6. 6.Generate a CSV with all invoice details for tax use