AI-Powered Invoice Workflow with Google Sheets & OpenAI

Automate your entire invoice workflow — from intake to approval ✅

This powerful automation helps finance and operations teams speed up invoice processing, eliminate manual errors, and maintain clear approval records. It uses AI to extract and categorize invoice data, sends smart email approvals, and logs everything neatly into Google Sheets — no more digging through inboxes or folders.

Ideal for finance teams, SMBs, and ops managers who want to work smarter, not harder.

What it does:

📥 Captures invoices via Gmail, Google Drive, or web form uploads
🧠 Uses GPT-4 to extract key fields like vendor, total, and due date
🗂️ Automatically categorizes invoices by type (e.g. Travel, Software)
📧 Sends embedded email approval forms to decision-makers
📝 Logs all invoice data, status, and reviewer notes to Google Sheets
🚫 Notifies finance team of rejections for quick follow-up

✅ Setup guide & Google Sheet template included
🛠️ Easy to customize for your tools, categories, and approval rules

Need help tailoring it to your process? We offer end-to-end setup and integration services.