Invoice PDFs to spreadsheet
Claude Code scanned 200 mixed-format PDF invoices, extracted client, amount, currency and date, renamed and sorted the files, and exported a summary spreadsheet.
The author says 200 invoices were processed in four minutes with zero errors, replacing a Friday afternoon and a $300 Upwork job.
Overview
How it was set up
Claude Code run in the terminal on a local folder of PDFs, driven by one plain-English prompt.
Worth knowing
Self-reported by a newsletter author with no repo or demo; the rest of the guide is paywalled.
A prompt to start from
Scan every PDF in [folder], extract the client name, invoice amount, currency and payment date, rename each file as [filename pattern], sort them into monthly subfolders, and export a summary spreadsheet.
Written by Agentic Feats from the source. Not the author's exact prompt.
Sources 2
History
- Source published
- 2026-03-30
- Added to Agentic Feats
- 2026-10-13
- Updated
- 2026-10-14
- Pick
- No
- Markdown copy
- /c/invoice-pdfs-to-spreadsheet-claude-code.md
More in finance and admin
22 featsResultAbout two minutes after the setup worked, a dozen FSA reimbursement claims had been submitted automatically.
ResultThe author handled complicated legal and medical insurance forms while feeding their newborn daughter, with Claude doing the filling.
ResultCodex caught real errors, including a wrong Schedule L field mapping, and the author found their own 2025 mistakes.