Skill de IAParse finanças docsFinanças
extrair amounts, line items, fornecedores, dates, e terms a partir de financial documents. — Claude Skill
Um Skill Claude para Claude Code por OneWave AI — executar /financial-document-parser no Claude·Atualizado em 18 de jun. de 2026·vmain@a8cde4b
Parses invoices, receipts, statements, quotes, e other financial documents em structured amounts, line items, recurring charges, categories, e rever assinala.
- extrai totals, taxes, fees, dates, fornecedores, line items, e recurring charges a partir de financial documents.
- Keeps exact amounts e document evidência disponível para rever.
- Classifies charges e assinala suspicious, em falta, ou ambiguous campos.
- Supports pricing analysis, fornecedor rever, reimbursement, e invoice intake workflows.
VocêHoje
finanças ou vendas manually copies quote amounts e misses renewal, fee, ou discount details.
Com /financial-document-parser
Run /financial-document-parser para extrair structured financial terms, calculations, e rever assinala.
1 Provide document text ou file2 extrair line items3 Classify recurring e one-time charges4 rever assinala antes usar
Para quem é
O que faz
Concorrente quote parsing
extrair pricing, services fees, minimums, e terms a partir de competitor quote PDFs.
Invoice intake
converter invoices e receipts em structured finanças rever campos.
Vendor spend review
Identify recurring charges, one-time fees, e unusual line items.
Como funciona
1
Provide o financial document ou pasted text e declarar o campos obrigatório.
2
extrair fornecedor, dates, totals, currency, taxes, fees, line items, e payment terms.
3
Classify recurring charges, one-time fees, discounts, e service components.
4
Return structured campos com confiança e rever notes.
5
assinalar em falta, inconsistent, ou suspicious values antes o dados is used.
Opções de entrada
Financial document
Invoice, receipt, quote, statement, order form, ou contrato pricing página.
Exemplo
O que o utilizador cola
Document text a partir de competitor quote: fornecedor: LearnPro Inc. Quote date: June 10, 2026. Enterprise Plus subscription: 250 seats at $31 per seat per month, annual billing. Implementation package: $18,000 one-time. Premium suporte: $6,000 annual. Discount: 12% subscription discount para year one only. Payment terms: Net 30. precisar de: structured campos, annualized cost, recurring vs one-time charges, e rever assinala.
Resultado útil
Structured extraction
| campo | Value | confiança | |---|---|---| | fornecedor | LearnPro Inc. | High | | Quote date | June 10, 2026 | High | | Subscription | 250 seats x $31/month | High | | Billing | Annual | High | | Implementation fee | $18,000 one-time | High | | Premium suporte | $6,000 annual | High | | Discount | 12% subscription discount, year one only | High | | Payment terms | Net 30 | High |
Cost calculation
Subscription list price: 250 x $31 x 12 = $93,000 annually. Year-one subscription depois 12% discount: $81,840. Add implementation fee ($18,000) e premium suporte ($6,000). Estimated year-one total: $105,840 antes taxes ou other terms.
Recurring vs one-time
Recurring: subscription e premium suporte. One-time: implementation package. Temporary: 12% subscription discount applies para year one only, so renewal may increase by at least $11,160 if discount expires.
Revisão flags
Confirm whether premium suporte renews automatically, whether taxes are excluded, whether implementation is obrigatório, e whether o discount applies para suporte ou subscription only.
Métricas que melhora
Precisão do forecast
Improves cost e renewal pressupostos used in planning.
FinançasQualidade dos dados
Reduces manual extraction errors in finanças e pricing dados.
FinançasFunciona com
Quer usar Parser de Documentos Financeiros?
Escolha como começar.
Executar no Claude Code
Gratuito. Código aberto.
Instale e execute este skill localmente no seu computador.
1
Instalar o Claude Code
Abra um terminal no seu computador e cole este comando:
2
Instalar o skill
Isto descarrega o skill com todos os ficheiros para o seu computador:
Adicione -g no fim para o tornar disponível em todos os seus projetos.
3
Ver código no GitHub Execute
Inicie o Claude Code, depois escreva o comando:
depois
Financial Document Parser
extrair structured dados a partir de financial documents com automatic categorization e analysis.
When para usar This Skill
Activate when o utilizador:
- Provides invoices, receipts, ou bank statements
- Asks para "parse this invoice" ou "extrair dados a partir de this receipt"
- precisa de expense categorization
- Wants para track spending patterns
- Asks para gerar expense relatórios
- Mentions financial document analysis
- Provides PDF ou image de financial documents
Instructions
- Identify Document Type
- Invoice (business para business)
- Receipt (point de sale)
- Bank statement
- Credit card statement
- Expense relatório
- Tax document
- extrair Core Information
para Invoices:
- Invoice number
- Invoice date e due date
- fornecedor/supplier nomear e contact
- cliente/recipient nomear
- Line items (description, quantity, unit price, total)
- Subtotal, tax, e grand total
- Payment terms
- Payment methods accepted
para Receipts:
- Merchant nomear e location
- Date e time
- Items purchased
- Individual prices
- Subtotal, tax, total
- Payment method
- último 4 digits de card (if present)
para Bank/Credit Card Statements:
- Statement period
- conta number (último 4 digits)
- todos transactions (date, description, amount, balance)
- Beginning e ending balance
- Total credits e debits
- Fees ou interest charges
- Categorize Expenses
- Business expenses: Office supplies, software, equipment
- Travel: Transportation, lodging, meals
- Utilities: Internet, phone, electricity
- Professional services: jurídico, accounting, consulting
- marketing: Advertising, subscriptions
- Entertainment: cliente meals, eventos
- Other: Miscellaneous
- Identify Patterns
- Recurring charges (subscriptions)
- Duplicate charges
- Unusual ou high-value transactions
- Tax-deductible expenses
- Foreign currency transactions
- gerar Structured Output
- criar CSV-pronto format
- resumir totals by category
- assinalar items needing attention
- Calculate tax implications (if relevant)
Output Format
# Financial Document Analysis
## Document Details
- **Type**: Invoice / Receipt / Statement
- **Date**: [Date]
- **fornecedor/Merchant**: [nomear]
- **Document Number**: [Number]
- **Total Amount**: $X,XXX.XX
## Line Items
| Description | Quantity | Unit Price | Total |
|-------------|----------|------------|-------|
| [Item] | X | $XX.XX | $XX.XX |
## Financial Summary
- **Subtotal**: $X,XXX.XX
- **Tax**: $XXX.XX
- **Total**: $X,XXX.XX
- **Payment Method**: [Method]
## Expense Categorization
| Category | Amount | Items |
|----------|--------|-------|
| Software | $XXX | Slack, GitHub |
| Office | $XX | Supplies |
## insights
- Tax-deductible business expenses: $X,XXX
- Recurring charges detected: 3 subscriptions ($XXX/month)
- Foreign transaction fees: $XX
## Flagged Items
- [ ] Large expense ($X,XXX) - verify aprovação
- [ ] Duplicate charge detected on [date]
## Export dados (CSV Format)
```csv
Date,fornecedor,Description,Category,Amount,Tax Deductible
2025-01-15,Adobe,criativo Cloud,Software,52.99,Yes
recomendações
- Track recurring $XXX/month para [subscription]
- Consider negotiating bulk discount com [fornecedor]
- Set up payment reminder para [invoice due date]
## Examples
**utilizador**: "extrair dados a partir de this invoice PDF"
**resposta**: Parse PDF → extrair fornecedor info, line items, totals → Categorize as business expense → Format as structured dados → gerar CSV export
**utilizador**: "Analyze my bank statement e categorize expenses"
**resposta**: extrair todos transactions → Categorize each (dining, software, travel) → Identify recurring charges → Calculate totals by category → assinalar unusual transactions → gerar spending relatório
**utilizador**: "Parse these 10 receipts e criar an expense relatório"
**resposta**: processo each receipt → extrair merchant, date, amount, items → Categorize expenses → Calculate totals → gerar consolidated relatório → criar CSV para expense submission
## Best Practices
- Preserve exact amounts (don't round)
- Maintain currency symbols e formats
- Note when dados is pouco claro ou illegible
- assinalar suspicious ou duplicate transactions
- Provide tax-relevant categorization
- usar standard expense categories
- gerar export-pronto formats (CSV, JSON)
- Protect sensitive info (mask conta numbers)
- Identify em falta information (no date, pouco claro fornecedor)
- Calculate totals e verify against document
- Note discrepancies ou calculation errors
- incluir exchange taxas para foreign currency
Documentos de referência
name: financial-document-parser description: extrair e analyze dados a partir de invoices, receipts, bank statements, e financial documents. Categorize expenses, track recurring charges, e gerar expense relatórios. usar when utilizador provides financial PDFs ou images.
Financial Document Parser
extrair structured dados a partir de financial documents com automatic categorization e analysis.
When para usar This Skill
Activate when o utilizador:
- Provides invoices, receipts, ou bank statements
- Asks para "parse this invoice" ou "extrair dados a partir de this receipt"
- precisa de expense categorization
- Wants para track spending patterns
- Asks para gerar expense relatórios
- Mentions financial document analysis
- Provides PDF ou image de financial documents
Instructions
- Identify Document Type
- Invoice (business para business)
- Receipt (point de sale)
- Bank statement
- Credit card statement
- Expense relatório
- Tax document
- extrair Core Information
para Invoices:
- Invoice number
- Invoice date e due date
- fornecedor/supplier nomear e contact
- cliente/recipient nomear
- Line items (description, quantity, unit price, total)
- Subtotal, tax, e grand total
- Payment terms
- Payment methods accepted
para Receipts:
- Merchant nomear e location
- Date e time
- Items purchased
- Individual prices
- Subtotal, tax, total
- Payment method
- último 4 digits de card (if present)
para Bank/Credit Card Statements:
- Statement period
- conta number (último 4 digits)
- todos transactions (date, description, amount, balance)
- Beginning e ending balance
- Total credits e debits
- Fees ou interest charges
- Categorize Expenses
- Business expenses: Office supplies, software, equipment
- Travel: Transportation, lodging, meals
- Utilities: Internet, phone, electricity
- Professional services: jurídico, accounting, consulting
- marketing: Advertising, subscriptions
- Entertainment: cliente meals, eventos
- Other: Miscellaneous
- Identify Patterns
- Recurring charges (subscriptions)
- Duplicate charges
- Unusual ou high-value transactions
- Tax-deductible expenses
- Foreign currency transactions
- gerar Structured Output
- criar CSV-pronto format
- resumir totals by category
- assinalar items needing attention
- Calculate tax implications (if relevant)
Output Format
# Financial Document Analysis
## Document Details
- **Type**: Invoice / Receipt / Statement
- **Date**: [Date]
- **fornecedor/Merchant**: [nomear]
- **Document Number**: [Number]
- **Total Amount**: $X,XXX.XX
## Line Items
| Description | Quantity | Unit Price | Total |
|-------------|----------|------------|-------|
| [Item] | X | $XX.XX | $XX.XX |
## Financial Summary
- **Subtotal**: $X,XXX.XX
- **Tax**: $XXX.XX
- **Total**: $X,XXX.XX
- **Payment Method**: [Method]
## Expense Categorization
| Category | Amount | Items |
|----------|--------|-------|
| Software | $XXX | Slack, GitHub |
| Office | $XX | Supplies |
## insights
- Tax-deductible business expenses: $X,XXX
- Recurring charges detected: 3 subscriptions ($XXX/month)
- Foreign transaction fees: $XX
## Flagged Items
- [ ] Large expense ($X,XXX) - verify aprovação
- [ ] Duplicate charge detected on [date]
## Export dados (CSV Format)
```csv
Date,fornecedor,Description,Category,Amount,Tax Deductible
2025-01-15,Adobe,criativo Cloud,Software,52.99,Yes
recomendações
- Track recurring $XXX/month para [subscription]
- Consider negotiating bulk discount com [fornecedor]
- Set up payment reminder para [invoice due date]
## Examples
**utilizador**: "extrair dados a partir de this invoice PDF"
**resposta**: Parse PDF → extrair fornecedor info, line items, totals → Categorize as business expense → Format as structured dados → gerar CSV export
**utilizador**: "Analyze my bank statement e categorize expenses"
**resposta**: extrair todos transactions → Categorize each (dining, software, travel) → Identify recurring charges → Calculate totals by category → assinalar unusual transactions → gerar spending relatório
**utilizador**: "Parse these 10 receipts e criar an expense relatório"
**resposta**: processo each receipt → extrair merchant, date, amount, items → Categorize expenses → Calculate totals → gerar consolidated relatório → criar CSV para expense submission
## Best Practices
- Preserve exact amounts (don't round)
- Maintain currency symbols e formats
- Note when dados is pouco claro ou illegible
- assinalar suspicious ou duplicate transactions
- Provide tax-relevant categorization
- usar standard expense categories
- gerar export-pronto formats (CSV, JSON)
- Protect sensitive info (mask conta numbers)
- Identify em falta information (no date, pouco claro fornecedor)
- Calculate totals e verify against document
- Note discrepancies ou calculation errors
- incluir exchange taxas para foreign currency