Extract invoice data with AI and forecast your cash flow

Reads every invoice submitted, flags fraud risk, and predicts how it will affect your cash flow over the next 90 days.

How the work actually flows

It branches. Any that apply are taken.

Pattern: Multi-Choice (6) · Transient Trigger (23)

flowchart TD trig>"invoice submitted through web form"]:::trig s0["extract invoice data with ai"]:::svc s1["flag suspicious invoices"]:::task s2[("log invoice and risk score")]:::store s3["forecast cash flow impact"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 gx{"○ what to send where"}:::gate s3 --> gx p00["email cash flow report"]:::task gx -->|"cash flow report"| p00 p10["post slack fraud alert"]:::task gx -->|"fraud alert"| p10 p00 --> out p10 --> out out[/"invoice logged with fraud score and forecast"/]:::out pay{{"spots cash crunches before they hit"}}:::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 stepAn outside serviceA record or sheetAny that applyResultPayoff
Build size
Advanced

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

Business functions
Email AutomationMessaging & NotificationsImage & Media ProcessingSpreadsheet & Database OpsReporting & AnalyticsSurvey & FeedbackFinance & Accounting
Connects
Google GeminiGoogle SheetsGmailSlack

The problem it solves

Tracking invoices by hand means someone has to read every one, key in the numbers, and guess how it affects the bills coming due. Fraudulent or duplicate invoices can slip through, and by the time you notice a cash crunch coming, it is already close.

Who it fits

Small business owners, bookkeepers, and accounting teams who process a steady stream of vendor invoices.

How it works

  1. Someone submits an invoice through a simple web form
  2. AI reads the invoice and pulls out the vendor, amount, due date, and line items
  3. The system flags anything that looks suspicious, like an unusual amount or a new vendor
  4. Every invoice and its risk score is logged to Google Sheets
  5. AI forecasts the cash flow impact and sends a report by email, with fraud alerts sent to Slack
What you get

Fraud risks flagged before they cost you

You get invoices logged with a fraud risk score and a cash flow outlook, with anything suspicious flagged to your team.

What you get

A logged invoice record with a fraud risk score and a cash flow forecast, delivered by email and Slack.

What you need

A Google account and a Google Gemini 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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