Financial Document Parser

Financial Document Parser

Extract structured data from financial documents with automatic categorization and analysis.

When to Use This Skill

Activate when the user:

• Provides invoices, receipts, or bank statements
• Asks to "parse this invoice" or "extract data from this receipt"
• Needs expense categorization
• Wants to track spending patterns
• Asks to generate expense reports
• Mentions financial document analysis
• Provides PDF or image of financial documents

Instructions

1. Identify Document Type

   • Invoice (business to business)
   • Receipt (point of sale)
   • Bank statement
   • Credit card statement
   • Expense report
   • Tax document

2. Extract Core Information

   For Invoices:

   • Invoice number
   • Invoice date and due date
   • Vendor/supplier name and contact
   • Client/recipient name
   • Line items (description, quantity, unit price, total)
   • Subtotal, tax, and grand total
   • Payment terms
   • Payment methods accepted

   For Receipts:

   • Merchant name and location
   • Date and time