# Invoice Organizer

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

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.

**Category:** Document Intelligence

## Example prompts

**Prompt:** "Organize the invoices in my Receipts folder"

> Finding invoices and receipts in Receipts (including photos and scans)…
> 12 invoices found. Ask me to rename them consistently and build a spreadsheet.

**Prompt:** "Rename them consistently and give me an expense spreadsheet"

> Renaming on your approval and building a categorized expense spreadsheet…
> Spreadsheet saved: Receipts/expenses-2026-Q1.xlsx.

**Version:** 0.5.4

Install: see https://agents.kiteworks.com/catalog/invoice-organizer for current setup steps.

Canonical URL: https://agents.kiteworks.com/catalog/invoice-organizer
