About this skill

The Problem

Manual invoice processing usually breaks down after inspection: information is scattered across images, PDF files, and archives, while invoice code, number, tax ID, amount, tax rate, and trip details must be transcribed into a spreadsheet. Railway tickets and tax-issued invoices add non-standard fields. After extraction, teams still need to classify rows, check duplicates, flag items for validation, and produce a summary for finance or reimbursement.

How It Works

The skill accepts invoice images, PDF files, or archives, decompresses inputs when needed, and processes each file into a structured Excel workbook with Invoice Details, Summary Statistics, and Exceptions and Attention sheets:

Field extraction: captures 29 fields, including basic invoice data, buyer and seller details, amount, tax rate, expense category, accounting subject, trip details, and validation results.
Invoice types: supports VAT special invoices, ordinary invoices, electronic ordinary invoices, passenger transport e-invoices, railway e-tickets, and tax-issued invoices, using a prioritized type detector.
Text fallback: prefers PDF text layers or OCR, degrades gracefully when Chinese language data is missing, and can use RapidOCR as a Chinese image OCR path without relying on Tesseract chi_sim.
Validation: scores buyer tax ID, seller tax ID, invoice number, tax rate, and issue date; suspicious rows are highlighted, while identical invoice numbers are flagged as possible duplicates.
Summarization: aggregates amounts and counts using custom classification rules, producing KPIs, category tables, and a pie chart for reimbursement or cost review.

Boundaries

This skill is best for invoice cleanup, pre-reimbursement checks, and batch tabulation. It does not replace online tax validation; invoices above the threshold or with lower validation scores still need manual review. Blurred scans, missing fields, and non-invoice files may be marked for manual entry or cleared to avoid junk data, making it useful as an initial screening and archiving workflow rather than a final accounting authority.

Screenshots

Use Cases

Before month-end reimbursement, extract passenger tickets, railway tickets, and ordinary invoices from an archive into Excel and flag duplicates or threshold breaches.
While reviewing travel invoices, extract PDF and scan data into 29 fields, then summarize by expense category and generate a pie chart.
Before entering the reimbursement system, batch convert VAT special invoices, ordinary invoices, and railway tickets into a detail sheet and mark suspicious rows.

Best For

Finance reviewers who need a batch of invoice images or PDFs turned into a checkable line-item sheet.
Operations managers who need passenger tickets, train tickets, and ordinary invoices grouped by expense category with anomalies surfaced.
Accountants who need tax IDs, amounts, rates, and subjects extracted with threshold and duplicate flags.