Extract vendor invoice data automatically into a spreadsheet

Upload an invoice and get vendor, amount, and due date automatically extracted and logged to a spreadsheet.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Sequence (1) · Exclusive Choice (4) · Transient Trigger (23)

flowchart TD trig>"invoice scan uploaded"]:::trig s0["ocr extracts invoice fields"]:::task s1["check for duplicate invoice"]:::task trig --> s0 s0 --> s1 gx{"× invoice already on file"}:::gate s1 --> gx p00["log to spreadsheet"]:::task gx -->|"new invoice"| p00 p01["notify finance in slack"]:::task p00 --> p01 p10["flag as duplicate"]:::task gx -->|"duplicate detected"| p10 p01 --> out p10 --> out out[/"invoice logged and finance notified"/]:::out pay{{"invoices processed without manual entry"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Messaging & NotificationsDocument Processing & OCRImage & Media ProcessingSpreadsheet & Database OpsAPI & Webhook IntegrationFinance & Accounting
Connects
AWS TextractGoogle SheetsSlack
Featured in

The problem it solves

Typing invoice details into a spreadsheet by hand is slow, and it's easy to accidentally pay the same bill twice. Chasing down where a specific invoice stands takes time you don't have.

Who it fits

Finance teams and small business owners processing vendor invoices.

How it works

  1. An invoice is uploaded from a phone or sent as a link
  2. The scan is hosted online for your records
  3. OCR reads the vendor name, amount, invoice number, and due date
  4. The system checks for duplicate invoices already on file
  5. The details are logged to your spreadsheet and the finance team is notified in Slack
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per week
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Counts only data entry time saved and does not include any value from catching duplicate payments.

What you get

A verified invoice record in your spreadsheet, with a Slack alert to the finance team.

What you need

An AWS account, a Google Sheets account, and optionally a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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