financial-document-parser

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

onewave-ai/claude-skills|Updated Apr 8, 2026

Works with

Claude CodeCursorClineWindsurfCodexGoose

Installation Guide

Select your AI agent

How to use financial-document-parser on Cursor

AI-first code editor with Composer

Prerequisites

Before installing skills in Cursor, ensure your development environment meets these requirements:

›Cursor installed and configured on your machine
›Node.js 16+ with npm — verify with node --version
›Active project directory where you want to add financial-document-parser

Run the install command

Execute the skills CLI command in your project's root directory to begin installation:

$npx skills add https://github.com/onewave-ai/claude-skills --skill financial-document-parser

Fetches financial-document-parser from onewave-ai/claude-skills and configures it for Cursor.

Select Cursor when prompted

The CLI shows a list of agents. Use arrow keys and space to select Cursor:

◆ Which agents do you want to install to?

│

│ ── Universal (.agents/skills) ────────────────

│ · Cline · Codex · Goose · Windsurf

│ ●Cursor(selected)

│ · Cursor · Aider · Continue

Verify installation

Confirm successful installation by checking the skill directory location:

.cursor/skills/financial-document-parser

Restart Cursor to activate financial-document-parser. Access via /financial-document-parser in your agent's command palette.

⚠

Security Notice

We perform automated surface-level scans (Gen AI Scanner, Socket, Snyk) during installation. These checks detect common vulnerabilities but do not guarantee complete security. Always review skill source code and verify the publisher's reputation before production use.

Skills execute code in your environment. Always review source, verify the publisher, and test in isolation before production.

›View source on GitHub ›Skills CLI docs ›About Cursor ›What are agent skills?

Documentation

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Use Cases

Task Automation & Efficiency

Automate repetitive workflows and reduce manual effort

Example

Generate reports, summarize documents, draft communications

✓

Save 3-5 hours per week on routine tasks

Knowledge Enhancement

Learn new skills, understand complex topics, get expert guidance

Example

Explain concepts, provide examples, suggest learning resources

✓

Accelerate learning and skill development by 2x

Quality Improvement

Enhance output quality through reviews, suggestions, and refinements

Example

Review drafts, suggest improvements, catch errors

✓

Improve work quality by 30-40% with less effort

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

Identify Document Type

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

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
Items purchased
Individual prices
Subtotal, tax, total
Payment method
Last 4 digits of card (if present)

For Bank/Credit Card Statements:

Statement period
Account number (last 4 digits)
All transactions (date, description, amount, balance)
Beginning and ending balance
Total credits and debits
Fees or interest charges

Categorize Expenses

Business expenses: Office supplies, software, equipment
Travel: Transportation, lodging, meals
Utilities: Internet, phone, electricity
Professional services: Legal, accounting, consulting
Marketing: Advertising, subscriptions
Entertainment: Client meals, events
Other: Miscellaneous

Identify Patterns

Recurring charges (subscriptions)
Duplicate charges
Unusual or high-value transactions
Tax-deductible expenses
Foreign currency transactions

Generate Structured Output

Create CSV-ready format
Summarize totals by category
Flag items needing attention
Calculate tax implications (if relevant)

Output Format

# Financial Document Analysis ## Document Details - **Type**: Invoice / Receipt / Statement - **Date**: [Date] - **Vendor/Merchant**: [Name] - **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) - ℹ Foreign transaction fees: $XX ## Flagged Items - [ ] Large expense ($X,XXX) - verify approval - [ ] Duplicate charge detected on [date] ## Export Data (CSV Format) ```csv Date,Vendor,Description,Category,Amount,Tax Deductible 2025-01-15,Adobe,Creative Cloud,Software,52.99,Yes

Recommendations

Track recurring $XXX/month for [subscription]

Consider negotiating bulk discount with [vendor]

Set up payment reminder for [invoice due date]

## Examples **User**: "Extract data from this invoice PDF" **Response**: Parse PDF → Extract vendor info, line items, totals → Categorize as business expense → Format as structured data → Generate CSV export **User**: "Analyze my bank statement and categorize expenses" **Response**: Extract all transactions → Categorize each (dining, software, travel) → Identify recurring charges → Calculate totals by category → Flag unusual transactions → Generate spending report **User**: "Parse these 10 receipts and create an expense report" **Response**: Process each receipt → Extract merchant, date, amount, items → Categorize expenses → Calculate totals → Generate consolidated report → Create CSV for expense submission ## Best Practices - Preserve exact amounts (don't round) - Maintain currency symbols and formats - Note when data is unclear or illegible - Flag suspicious or duplicate transactions - Provide tax-relevant categorization - Use standard expense categories - Generate export-ready formats (CSV, JSON) - Protect sensitive info (mask account numbers) - Identify missing information (no date, unclear vendor) - Calculate totals and verify against document - Note discrepancies or calculation errors - Include exchange rates for foreign currency

financial-document-parser

Installation Guide

How to use financial-document-parser on Cursor

Prerequisites

Run the install command

Select Cursor when prompted

Verify installation

Security Notice

Documentation

List & Monetize Your Skill

Use Cases

Task Automation & Efficiency

Knowledge Enhancement

Quality Improvement

Install Skill

Financial Document Parser

When to Use This Skill

Instructions

Output Format

Recommendations

Implementation Guide

Best Practices

When to Use This

Learning Path

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Reviews

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