Claude Reads All Your Invoices and Fills Your Google Sheet (Skill to Install), Quentin IA Marketing

Your tool accounting costs you an evening every quarter

You pay for Notion, a hosting provider, two or three AIs, a design tool, a few subscriptions. The invoices pile up in a folder, or worse, in your inbox. And the day you want to know what your stack actually costs you, you open 40 PDFs one by one and copy amounts into a spreadsheet. It is slow, it is painful, and you make typos.

You already pay for your tools. Stop paying the time it takes to count them too.

In this guide, I am giving you the exact skill I use in Claude Cowork: you point it at the folder that holds your invoices, it reads every document, extracts the tool name, the category, the amount, the currency and the purchase date, then builds the Google Sheet directly in your Drive. You type nothing.

Claude AI Lab

The Claude AI Lab is my Skool community where I share my Claude systems and the more advanced modules. Access is $67/month.

Join the Lab →

columns extracted per invoice

file to install

manual data entry

What the skill does, concretely

⚙️The flow, once installed

You point at a folder. The one where your invoices live: PDFs, images, screenshots, everything gets read.

It takes inventory and asks for confirmation. It announces how many files it found before starting, you stay in control.

It reads every invoice. And extracts 6 columns: tool or service, category, amount, currency, purchase date, source file.

It creates the Google Sheet in your Drive. One row per invoice, sorted by date. Without a Google connector, it produces a CSV ready to import in 30 seconds.

It gives you the recap. Totals per category, files set aside, cells to review, flagged duplicates.

✅What you need

Claude Cowork, the Claude desktop app (the skill also works in Claude Code if you are more of a terminal person).

The Google Drive connector enabled in Claude, so the Sheet gets created straight in your Drive. Without it, the skill falls back to a CSV on its own.

2 minutes. That is the install time, literally.

Download the skill

📁 drive.google.com

Download invoices-to-sheet.zip (instructions in English). A French version also exists: factures-vers-sheet.zip. They do exactly the same thing.

Important

Do not unzip the file. Cowork expects the ZIP as is in the next step.

Install it in Claude Cowork

🧩 Customize > Skills

🧩The 3-click install

Open Cowork and click Customize in the left sidebar.

Go to Skills and click the + button.

Choose Upload custom skill and select the downloaded ZIP. Done, the skill is now available in all your Cowork sessions.

If you are more of a Claude Code person

Unzip the folder into .claude/skills/ at the root of your project. Same skill, same result, in the terminal.

Run your first batch

⌨️ Claude Cowork

🚀The first run

Gather your invoices in one folder. No matter how messy it is inside, the skill sets aside anything that is not an invoice on its own.

Open Cowork on that folder and type: "Process the invoices in this folder."

Confirm and let it run. It announces the file count, you approve, and you get your Google Sheet link with the full recap.

Built-in guardrails

The skill never modifies, moves or deletes your files. And it never invents data: an unreadable field becomes a "TO REVIEW" cell, not a guessed amount.

What lands in your Sheet

🧾

6 columns per invoice

Tool or service, category, amount (total paid, taxes included), currency, purchase date, source file so you can double-check any row in 2 clicks.

🗂️

10 fixed categories

Software / SaaS, AI, hosting, marketing, design, education, hardware, subscriptions, travel, other. A closed list, so your filters and totals stay clean.

🚫

Zero invented data

Every duplicate is flagged, every discarded file is listed, every gap is marked. You can trust the totals without reopening the invoices.

3 habits that make the tracking stick

📁

One single folder

Get into the habit of dropping every incoming invoice into the same folder, as they arrive. The sorting is the skill's job.

🔁

One run per month

End of month, one sentence in Cowork, and the month's Sheet is ready. Two minutes, stopwatch in hand.

👀

Check the “TO REVIEW” cells

The skill marks what it could not read instead of making it up. Review those cells before trusting the totals, that is your only remaining manual task.

You now have the full system: one folder, one skill, one up-to-date Google Sheet. The data already exists in your invoices. Your only job was copying it over. Not anymore.