Sorts, renames, and organizes financial documents like invoices, receipts, and bills into a predictable, auditable folder structure.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install invoice-sorter
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install invoice-sorter using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Invoice Sorter?
The Invoice Sorter skill is a dedicated utility for AI coding agents to automate the tedious process of managing financial paperwork. By analyzing filenames, metadata, and document contents, this tool intelligently categorizes heterogeneous files into clean, predictable taxonomies. It eliminates manual data entry and human error during financial cleanups, providing an efficient approach to document management.
Built with safety and predictability in mind, this asset ensures that your original documents are handled conservatively. It helps developers and teams prepare clean records for bookkeeping, tax compliance, or reimbursement workflows using Openclaw Skills, ensuring everything remains fully auditable.
Invoice Sorter Use Cases
- Cleaning up messy finance or accounting directories containing unstructured documents.
- Batch-organizing scattered invoice and receipt folders before end-of-year tax filing.
- Standardizing filenames across multiple vendors using a consistent, machine-readable format.
- Separating multi-month financial statements into a logical chronological order.
- Preparing clear digital trails for corporate expense reimbursements and bookkeeping audits.
How Invoice Sorter Works
- Scan Target Directory: The agent scans the specified folder to identify potential invoices, receipts, bills, or statements.
- Infer Existing Structure: It reads metadata and current filenames to infer a practical organizational framework.
- Content Sampling: If classification is ambiguous, it samples the contents of a few files before proposing sweeping changes.
- Rule Proposal: The skill generates a clear naming and folder structure rule for evaluation.
- Batch Execution: Once the rule is established, it executes batch renames or moves while preserving extensions.
- Summary Reporting: The system produces a definitive summary detailing moved, renamed, skipped, or flagged items.
Invoice Sorter Setup
To enable the Invoice Sorter in your agent workspace, add the skill definition to your project's configuration directory.
# Clone or move the skill file into your local Openclaw Skills repository
mv invoice-sorter.md ~/.config/openclaw/skills/
# Verify that the skill is recognized by your AI coding assistant
openclaw skills list
No complex environment variables are required; ensure your agent has read and write permissions for the directories you intend to clean up.
Invoice Sorter Data Schema & Taxonomy
The Invoice Sorter groups documents using one of three optimized architectural patterns, depending on the heterogeneity of the files:
Recommended Directory Structures
| Strategy | Folder Format | Best Used For |
|---|---|---|
| Chronological | YYYY/MM |
Mixed bills and standard monthly receipts. |
| Vendor-Centric | Vendor/YYYY |
Recurring suppliers, SaaS utilities, and regular contractors. |
| Categorical | invoices/, receipts/, statements/ |
Mixed batches containing highly heterogeneous document types. |
Normalized Naming Patterns
Files are standardized using lowercase alphanumeric characters, hyphens, and underscores to maximize cross-platform file compatibility:
YYYY-MM-DD_vendor_amount_invoice.pdfYYYY-MM_vendor_invoice-number.pdfvendor_YYYY-MM_statement.pdf
Invoice Sorter Advanced Features
- Dry-Run Analysis: Automatically performs a safe dry-run assessment for large batches, rendering a comprehensive change plan before touching storage.
- Ambiguity Isolation: Isolates unreadable, corrupted, or highly ambiguous files into a dedicated
review/folder instead of guessing or failing. - Audit Trails: Generates structured markdown output blocks detailing Detected Files, Proposed Structure, Planned Changes, and Completed Actions to maintain a verifiable audit trail.
- Extension Preservation: Strict safety rules guarantee that underlying file formats and extensions are never altered or corrupted during batch routines.
SKILL.md
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