Turn transaction emails into a bookkeeping spreadsheet automatically

Reads your transaction emails, pulls the details with AI, and logs each one as a bookkeeping entry in Google Sheets.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"transaction email received"]:::trig s0["pull email details"]:::task s1["extract data with ai"]:::task s2[("add row to sheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 out[/"spreadsheet row added"/]:::out pay{{"bookkeeping stays current automatically"}}:::pay s2 --> 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 stepA record or sheetResultPayoff
Build size
Advanced

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

Business functions
Email AutomationDocument Processing & OCRSpreadsheet & Database OpsWeb Scraping & Data Collection
Connects
GmailGoogle SheetsGoogle Gemini

The problem it solves

You dread the monthly ritual of digging through your inbox for receipts and typing every transaction into a spreadsheet by hand. Small purchases get missed, categories get mixed up, and your books fall behind.

Who it fits

A small business owner or bookkeeper who tracks expenses from email receipts.

How it works

  1. A new transaction email arrives in Gmail
  2. The system pulls the details and any attached receipt
  3. AI reads the data and turns it into a clean bookkeeping entry
  4. The entry is added as a new row in Google Sheets
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 go to other work and that each AI-generated bookkeeping entry is accurate enough to skip manual re-entry.

What you get

An always up to date spreadsheet of transactions ready for bookkeeping or tax prep.

What you need

A Gmail account and a Google Sheets account, plus an AI service such as Google Gemini.

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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