Background
Accounting teams spend significant time on repetitive tasks:
- Reviewing email attachments
- Saving invoices manually
- Monthly reconciliation
- Tracking sent invoices
Solution
We built a Google Apps Script automation workflow integrating:
- Gmail
- Google Drive
- Google Sheets
Automation Scope
- Auto-scan inbox & sent emails
- Extract attachments
- Store files in Drive
- Auto-log transactions
- Monthly aggregation
Results
- 40–60% reduction in manual workload
- Fewer human errors
- Structured data foundation for AI integration
Next Phase
- OCR invoice reading
- Accounting software integration
- AI-based bookkeeping assistance