Invoices to accounting sheet
Turn incoming invoices into a clean, structured accounting spreadsheet - automatically.
For a business that retypes supplier invoices into a spreadsheet
From $490 per project
Typical timelineUsually within days of the confirmed scope
Start a sheet from itThe part this sheet is for: Automation workflowWhat this template does
Every invoice that lands (PDF attachment or email body) is read and its supplier, date, net, tax, total and due date are written to a running accounting spreadsheet, ready for your bookkeeper. No more manual retyping.
Invoices arrive as PDF attachments or in the body of an email, and somebody opens each one and retypes the figures into a spreadsheet for the bookkeeper. This template describes taking that retyping away: every incoming invoice is read, and its supplier, date, net amount, tax, total and due date are written as a new row in a running accounting sheet. It suits a business where the task is done the same way every time and tends to pile up.
The pre-written request asks for exactly that: read each incoming invoice, PDF or email, and append a row with supplier, invoice date, net, tax, total and due date. It names an email inbox, Google Sheets or Excel, and your accounting tool as the systems involved. Before sending, replace those with what you really use, list the columns your bookkeeper needs, and say where invoices arrive. It becomes an Automation workflow request, and you get a fixed quote first.
Prefilled for you
- The brief it fills in
Read each incoming invoice (PDF or email) and append a row to our accounting spreadsheet: supplier, invoice date, net, tax, total and due date.
- Systems it connects
- Gmail or Outlook
- Google Sheets or Excel
- Your accounting tool
- Kind of job
- Automations - Accounting and law, Online shops, Any business
What you get
- One integration built, tested and running: an invoice comes in and a row appears in your accounting sheet.
- Your current manual process written down as numbered steps, so the scope is clear to both sides.
- A statement of which steps are automated and concretely how, with the tools and integrations named.
- An estimate of the time the automation saves per week.
- A build plan ordered by ROI.
- A delivery checked by a person before it reaches your customer panel, where you can ask for changes until you approve.
Who it is for
A business that receives supplier invoices by email and has a person copying the same six details into a spreadsheet every time. It fits when the job is repeated, simple and done the same way on each invoice.
What to change before you send it
- The systems line: swap “Email inbox, Google Sheets / Excel, our accounting tool” for the mailbox, the spreadsheet and the accounting program you actually use.
- The list of fields: supplier, invoice date, net, tax, total and due date are the default. Add or remove columns so they match your sheet.
- Where invoices come from: the brief says PDF or email. Say which applies to you and which inbox they land in.
- The spreadsheet itself: attach a copy or paste its column headings, so the new rows fit the layout your bookkeeper already works with.
What is not included
- One integration. Several systems talking to each other is the Standard plan, not this one.
- $490 is the price of one project, paid once. It is not a charge per invoice and not a monthly fee.
- A step that clearly needs a person is not described as automated.
Questions about this template
- What does it cost?The linked service, Automation workflow, is $490 per project, paid once. A project is one integration delivered end to end: one thing done by hand today, done automatically. The price is fixed and published, and it is confirmed together with the scope before any work starts.
- How does ordering work with the Invoices to accounting sheet template?You click “Use this template” and the request form opens with the brief already written. You edit whatever differs in your case and submit. We confirm scope and price in a fixed quote, you accept, and only then does work start. A person checks the result before it lands in your customer panel.
- What should I have ready?Only the brief is required. It helps to know which inbox the invoices reach, which spreadsheet they should go into and which columns it has. The form has optional fields for tools and systems, for source content and for an attached file, such as a sample invoice.
- The request names an inbox, a spreadsheet and an accounting tool. Is that still one integration?The service covers one integration, and several systems talking to each other belongs to the Standard plan. Which of the two your case is depends on what you describe. That is why scope and price are confirmed in the quote, and nothing is built until you accept it.
Ready to run this recipe?
The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.