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Invoice and statement data extraction v1.0.0

Use this resource to extract and categorize data from invoices, receipts and statements

New

  • 563 downloads
  • 114 likes
  • 112 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install invoice-receipt-data-extraction

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent identifies the document type, extracts line items, amounts and dates, then categorizes expenses and spots recurring charges. You get a financial summary, items to check and a CSV export.

Mostly picked by

Updated November 2, 2026

Card for the “Invoice and statement data extraction” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: document identification and extraction method
  • SKILL.md: summary template, expense categories and CSV export

Good fit for

  • You receive PDF invoices and want an expense table
  • You track subscriptions and recurring charges on a statement

Not for

    Tags

    • invoices
    • expenses
    • statements

    About

    You say

    “Extract the line items from these three PDF invoices and sort them by expense category into a CSV.”

    Card for the “Invoice and statement data extraction” skill

    Skill published by onewave-ai under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to extract and categorize data from invoices, receipts and statements
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md5 KB

    Origin and licence

    Listed unmodified

    Author
    onewave-ai
    Source
    github.com/onewave-ai/claude-skills/tree/b2267d9171af4f56848d82992381b20b89b44056/financial-parser
    Licence
    MIT

    Notice

    « financial-parser » (onewave-ai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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