Turn remittance PDFs into organized Google Sheets automatically

Uploads a payment remittance PDF, reads it with OCR, and logs the invoice details straight into Google Sheets.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"remittance PDF uploaded"]:::trig s0["read text from PDF"]:::svc s1["extract payment details"]:::task s2[("log details to sheet")]:::store s3["send slack alert with link"]:::svc trig --> s0 s0 --> s1 s2 --> s3 gx{"× does customer sheet exist"}:::gate s1 --> gx p00["append new row"]:::task gx -->|"sheet exists"| p00 p10["create new sheet"]:::task gx -->|"no sheet yet"| p10 jn{"○ log details"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"invoice details logged in sheet"/]:::out pay{{"accurate books without manual entry"}}:::pay s3 --> out 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 stepAn outside serviceA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
Messaging & NotificationsDocument Processing & OCRSpreadsheet & Database OpsSurvey & FeedbackFile & Cloud StorageFinance & Accounting
Connects
Google DriveGoogle SheetsSlack

The problem it solves

You spend hours manually keying in vendor payment details from PDF remittances, and small typos can throw off your books. Chasing down which customer a payment belongs to and updating the right spreadsheet is tedious and easy to get wrong.

Who it fits

A bookkeeping team, accounts payable department, or contractor business that processes vendor payment remittances.

How it works

  1. You upload a remittance PDF through a simple form
  2. The system reads the PDF and pulls out the text
  3. It identifies the payer, invoice numbers, and payment amounts
  4. The details are entered into the right customer's Google Sheet, creating a new one if needed
  5. Your team gets a Slack message with a link to the updated report
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

Assumes freed hours are redirected to other bookkeeping work.

What you get

A structured Google Sheet with invoice numbers, vendor names, payment amounts, and other payment details, plus a Slack alert with the link.

What you need

A Google Drive and Google Sheets account, a Slack workspace, and an OCR API subscription.

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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