Turn invoice and purchase order PDFs into spreadsheet rows

Drops a PDF invoice into a folder and AI extracts every line item into a clean Google Sheets row.

How the work actually flows

A straight line. Runs once per each invoice or po line item.

Pattern: Sequence (1) · Multiple Instances without a priori Run-Time Knowledge (15)

flowchart TD trig>"new pdf added to folder"]:::trig s0["extract text and tables"]:::task s1["merge fields across pages"]:::task s2[["clean each line item"]]:::mi s3[("append rows to sheet")]:::store trig --> s0 s0 --> s1 s1 -->|"one per each invoice or po line item"| s2 s2 --> s3 out[/"itemized rows in spreadsheet"/]:::out pay{{"accurate data entry without manual typing"}}:::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 OpsFile & Cloud StorageFinance & Accounting

Connects

Google DriveGoogle SheetsLlamaParseOpenAI

Featured in

Wholesale distributors Franchise operators

The problem it solves

Entering invoice and purchase order line items into a spreadsheet by hand is slow and easy to get wrong, especially with multi-page documents. Mistyped numbers or missed lines cause problems down the line in your books. You want the data captured accurately without anyone retyping it.

Who it fits

Bookkeepers, accounting teams, or operations staff who process invoices and purchase orders regularly.

How it works

A new PDF invoice or purchase order is added to a Google Drive folder
The document is parsed to extract text and tables from every page
AI merges the extracted data into a consistent set of fields, even across multiple pages
Each line item is cleaned up and added as its own row
The rows are appended to your Google Sheet, with checks in place to catch errors along the way

Quick estimate

What it is worth to you

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

Invoices or POs processed per week

per week

Average line items per invoice

count

Minutes to manually enter each line item

minutes

Loaded hourly cost

$ per hour

0Hours freed per month

0Value per year at your hourly cost

Assumes each line item takes the same time to key in by hand and that freed hours are put to other work.

What you get

Clean, itemized rows in Google Sheets for every invoice or purchase order processed.

What you need

A Google account for Drive and Sheets, a LlamaParse 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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