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Document Intelligence

Invoice Organizer

by Kiteworks Inc. · v0.5.4

Finds invoices and receipts in a Kiteworks folder (including photos and scans), pulls out vendor, date, amount, and tax info, and -- once….

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View on GitHub
Free, self-service install
Version v0.5.4 Status Live Posture

What it does

Finds invoices and receipts in a Kiteworks folder (including photos and scans), pulls out vendor, date, amount, and tax info, and -- once you approve -- renames them consistently and gives you a categorized spreadsheet for expenses or taxes.

See it in action

You

Organize the invoices in my Receipts folder

Invoice Organizer

Finding invoices and receipts in Receipts (including photos and scans)…

FileVendorAmountDate
scan01.jpgAcme Ltd$1,240.002026-03-02
img_1.pngGlobex$89.502026-03-11
12 invoices found. Ask me to rename them consistently and build a spreadsheet.
You

Rename them consistently and give me an expense spreadsheet

Invoice Organizer

Renaming on your approval and building a categorized expense spreadsheet…

12 invoices
$4,380 total
3 categories
Spreadsheet saved: Receipts/expenses-2026-Q1.xlsx.

Availability by AI client

  • Claude Available Install guide
  • Microsoft Copilot Coming soon
  • ChatGPT Coming soon
  • Gemini Coming soon

Prerequisites

What this agent needs before it can run. Once these are in place, use the button below — it walks you through adding the agent in your AI client.