Extract invoice data from PDFs and log it to Google Sheets

Reads a batch of invoices with AI, pulls out the key numbers, and saves them to a spreadsheet.

How the work actually flows

A straight line. Runs once per each uploaded invoice file.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig>"batch of invoices uploaded"]:::trig s0[["run OCR on invoice"]]:::mi s1["extract invoice fields with AI"]:::task s2["score extraction confidence"]:::task s3[("save data to sheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"spreadsheet of extracted invoice data"/]:::out pay{{"hours saved on manual data 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 stepRuns once per itemA record or sheetResultPayoff
Build size
Advanced

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

Business functions
Document Processing & OCRSpreadsheet & Database OpsSurvey & FeedbackFinance & Accounting
Connects
MistralOpenAIGoogle Sheets

The problem it solves

You spend hours retyping vendor names, totals, and tax amounts from invoices into a spreadsheet. Doing this one invoice at a time makes it nearly impossible to keep up during busy periods.

Who it fits

An accountant, bookkeeper, or small business processing invoices in bulk.

How it works

  1. You upload a batch of invoice files as PDFs or images through a form
  2. Each file is read by an AI OCR model that pulls out the text
  3. AI extracts the invoice number, date, vendor, totals, and tax details
  4. Each result gets a confidence score based on how reliable the extraction is
  5. The extracted data is saved to Google Sheets
What you get

Invoices logged without manual typing

Every invoice you upload gets its numbers pulled out and recorded in your spreadsheet, ready for review whenever you need it.

What you get

A Google Sheet listing every invoice's key details along with a confidence score for each.

What you need

A Mistral API key, an OpenAI API key, and a Google Sheets account.

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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