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Document Intelligence

Invoice Organizer

by Kiteworks Inc. · v0.7.1

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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Free, self-service install
Version v0.7.1 Status LivePosture —

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.

Use cases

  • Review a bounded folder of invoices and receipts, including photos and image-only scans when OCR is available.
  • Propose consistent filenames and expense categories while separating files that need manual review.
  • Apply individually confirmed renames or category moves and export a categorized CSV and narrative report.

Expected outputs

  • Extracted vendor, date, invoice number, amounts, currency, tax, and masked payment details with a confidence tier per file.
  • Proposed filenames, category assignments, possible duplicate flags, and a separate low-confidence review set.
  • After per-item approval, a status-bearing CSV and report plus a plain account of what was renamed or moved.

Limitations

  • OCR and extracted values are best-effort; low-confidence files stay out of proposed renames and totals until a person corrects them.
  • Totals must be reconciled against source documents and statements; the agent does not provide accounting or tax advice or live exchange rates.
  • It never deletes files, and it renames or moves only the specific items a user confirms.

Frequently asked questions

Can it work with photographed receipts and scanned PDFs?

Yes, when the required OCR tools are available and you opt in. OCR-derived results are labelled for verification against the original.

Does it rename everything automatically?

No. The preview is read-only. Renames and optional category moves happen only for individually confirmed files; low-confidence files require manual review first.

Is the exported spreadsheet ready for tax filing?

No. It is a best-effort organizational output. Reconcile every amount and currency against the original document and your bank or card statement.

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.

  • Official Kiteworks MCP — install it and sign in from github.com/kiteworks/mcp. That is all this agent needs.

    No Kiteworks MCP access yet? Your organization can get it through the Kiteworks Innovators in AI program. The first six months are free. Join Innovators in AI