Automate Invoices and Receipts with AI: Step by Step
Data entry from invoices is a classic task to automate.
Collect documents
Send invoices to one inbox or folder.
Extract fields
Pull date, vendor, amount and tax.
- Test with 20 samples.
- Check accuracy.
- Handle unclear scans manually.
Send to a sheet
Write rows to a spreadsheet with a link to the original file.
Review
Keep control.
- Flag large amounts.
- Reconcile monthly.
- Keep originals.
Key takeaway: Extract, log and review: automation handles entry while you verify totals.
