---
name: invoice-organizer
description: "Prepare receipt and invoice inventory, filing proposal and expense summary. Use for this workflow with supplied business information."
---

# Invoice organizer

## Inputs and purpose

Use this workflow to prepare: Receipt and invoice inventory, filing proposal and expense summary.

Start with: Local invoice/receipt documents, images or extracted text.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Inventory supplied invoices and receipts without modifying originals. Assign document identifiers and record extraction confidence.

2. Extract dates, amounts, currency, category, reference and evidence location using neutral labels where identity is unnecessary.

3. Detect potential duplicates and missing evidence; do not merge documents solely because their totals match.

4. Return a consistent filing proposal and expense summary in Markdown or delimited text. File moves require authorization and a checked destination.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Complete receipts and reduce duplicate or mismatched bills.

Possible success measures: Missing receipts, duplicate exceptions, cost per bill. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).