Documents and invoicesAll companies
You copy data from incoming invoices into a spreadsheet.
A pile of PDFs is waiting for someone to retype them.
What the day looks like now
- An invoice arrives by email as a PDF.
- You open it and copy out the amount, the date and the supplier.
- Then you paste it into a spreadsheet, row by row.
Once it is automated
- 01The invoice is read as soon as it arrives
- 02The key data is entered into the spreadsheet automatically
- 03You only confirm the exceptions
What you usually save
No more retyping. All that is left is checking anything that looks out of place.
Tools we connect
GmailExcel / Google SheetsAccounting software