Import PDF Invoice or Receipt
import_pdfExtract transaction data from PDF invoices, receipts, statements, and bills. Capture vendor, date, amounts, line items, and GST, then record it as a transaction.
Instructions
Read a PDF invoice or receipt and extract the transaction data. I'll pull out the vendor, date, amounts, line items, and GST — then record it as a transaction. Works with invoices, receipts, statements, and bills.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| file_path | Yes | Path to the PDF file | |
| document_type | No | What kind of document is this? | invoice_received |
| extracted_data | Yes | Data extracted from the PDF. Claude reads the PDF and fills this in — you provide what you can see. |