Automatically sort invoices and receipts from your inbox

Scans your inbox for invoice and receipt attachments, sorts them with AI, and files them in Google Drive.

How the work actually flows

A straight line. Runs once per each pdf attachment found.

Pattern: Sequence (1)

flowchart TD trig>"invoice email arrives in inbox"]:::trig s0["extract PDF attachments"]:::task s1[["classify each as invoice or receipt"]]:::mi s2[("upload files to Drive folder")]:::store s3["email set to accountant"]:::svc trig --> s0 s0 -->|"one per each PDF attachment found"| s1 s1 --> s2 s2 --> s3 out[/"organized Drive folder of classified documents"/]:::out pay{{"saves manual sorting before bookkeeping"}}:::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 serviceRuns once per itemA record or sheetResultPayoff
Build size
Advanced

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

Business functions
Email AutomationImage & Media ProcessingAPI & Webhook IntegrationFile & Cloud StorageFinance & Accounting
Connects
GmailGoogle DriveOpenAI
Featured in

The problem it solves

Invoices and receipts land in your inbox mixed in with everything else, and digging them out one by one before tax time or bookkeeping is tedious. Sending the right documents to your accountant means even more manual sorting.

Who it fits

A small business owner, freelancer, or bookkeeper who deals with recurring invoices and receipts.

How it works

  1. The system scans your inbox for emails with attachments
  2. PDF attachments are pulled out
  3. AI reads each one and classifies it as an invoice or a receipt
  4. Files are uploaded to a Google Drive folder
  5. The finished set can be emailed to your accountant automatically
Quick estimate

What it is worth to you

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

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

Assumes the freed time is redirected to other work and that document volume stays steady month to month.

What you get

An organized Google Drive folder of classified invoices and receipts, ready for bookkeeping.

What you need

A Gmail account, a Google Drive account, and an OpenAI API key.

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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