Invoices

What This Skill Does

The Invoices skill is a specialized agent capability designed to automate the lifecycle of received financial documentation. Unlike tools that generate outgoing invoices, this skill focuses on the incoming flow, managing the receipt, extraction, and long-term archival of documents. It acts as an automated bookkeeper, utilizing OCR to parse critical data points like provider names, dates, net/gross amounts, and tax details. By enforcing a rigorous folder structure, it ensures that your financial records are always compliant and searchable, storing metadata in entries.json for rapid retrieval.

Installation

To install this skill, run the following command in your terminal: clawhub install openclaw/skills/skills/ivangdavila/invoices Ensure your OpenClaw environment has read/write permissions to the ~/invoices/ directory structure to allow the agent to manage files effectively.

Use Cases

• Automated Bookkeeping: Automatically sort incoming emails or PDF invoices into chronological folders without manual sorting.
• Duplicate Prevention: Protects against accounting errors by flagging invoices that share the same provider and invoice number.
• Anomaly Detection: Tracks your spending habits and alerts you if an invoice amount deviates significantly from the typical historical average for that specific provider.
• Payment Reminders: Monitors due dates to ensure you never incur late fees, surfacing urgent items when the due date is within one week.

Example Prompts

1. "Check the inbox, process all pending files, and let me know if any invoices are due within the next 5 days."
2. "Show me a summary of how much I spent on Hetzner last year using the invoice archive."
3. "I have an invoice in the inbox from Cloudflare; extract the details and add it to my records, but please verify the tax math first."

Tips & Limitations

• Provider Normalization: The skill uses aliases to group similar vendor names. If a provider is not recognized, you can update providers/index.json to improve accuracy.
• Data Integrity: Never manually delete files from the archive/ folder, as this will desync the searchable index.
• Legal Compliance: The skill retains all original PDFs; ensure your local storage is backed up, as legal requirements often mandate a 4-6 year retention period.
• Limitations: The agent currently processes common PDF and image formats. Scanned documents with very low contrast or non-standard layouts may require manual verification after the OCR extraction phase.