receipt finder and organizer

The problem

Manually hunting through your inbox for business receipts and invoices is a tedious time sink. It is easy to miss recurring subscriptions, lose track of what you already sent to accounting, or create a mess of inconsistent filenames.

What it does

• Scans connected mailboxes for receipts, invoices, and refunds using keyword and sender pattern scoring.
• Extracts vendor, date, amount, and currency while automatically filtering out marketing fluff and shipping notices.
• Uses deterministic deduplication to ensure no document is ever forwarded or filed twice.
• Forwards approved records to your finance email with a summary note for easy triage.
• Organizes documents into monthly folders with standardized, sanitized filenames and maintains a persistent CSV audit trail.

Frameworks & tools

Python-based helper scripts, YAML configuration, CSV ledger tracking.

Why this beats prompting it yourself

Generic prompts often hallucinate dates or double-count recurring subscriptions. This skill uses a multi-stage pipeline with dedicated pre-filtering and deduplication logic, ensuring accuracy and a permanent audit trail that manual chats lack.

Use cases

• Automating monthly expense reporting for freelancers and small business owners.
• Reconciling a year of back-dated invoices for tax season preparation.
• Managing high-volume SaaS subscription receipts across multiple team mailboxes.
• Creating a standardized digital archive of all company financial transactions.

Known limitations

Requires initial user confirmation of finance email and storage paths. It will not delete or modify original emails. Documentation extraction depends on the legibility of attachments or HTML bodies.