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I will automate document collection for bookkeepers
Arshiya Zandi
About this gig
Keeping track of client's documents can be time-consuming, costly and boring.
I will build an automated document collection workflow for your bookkeeping firm, so you can spend less time on organizing files and sending reminders and focus on what matters.
Depending on your package, your workflow can:
- Collect documents through an upload form
- Organize documents and files into folders
- Track outstanding documents
- Send email reminders for missing files or documents
- Request documents automatically each month
- Classify uploaded documents using AI
Each package covers one workflow for one bookkeeping firm. You will also receive a video explaining how to use it.
Message me before ordering with the tools you use and how you currently collect client documents. I will confirm what can be connected and which package fits your needs best.
Get to know Arshiya Zandi
Arshiya Zandi
AI Automation and Integration Expert n8n, Make, Zapier and APIs
- FromNetherlands
- Member sinceSep 2026
Languages
Persian, English, French, Japanese
I develop automation solutions that eliminate repetitive tasks from your business.
I analyze how the current process is carried out, find areas that are repetitive or can be automated, and turn them into efficient automation workflow process.
I am experienced in developing both simple automation processes and complex workflows that involve interactions with several systems, conditions, data transformation, and AI decision-making.
If you're looking for someone professional, with fast responses, documented work, send me an invite and let's talk.
My Portfolio
FAQ
What do you need to get started?
Your document checklist and desired format, the tools you use, and a brief explanation of your current collection process. Sample files with dummy data are helpful as well.
Which tools can you connect?
I can work with tools such as Google Drive, Google Sheets, Gmail, n8n, Google Workspace, and more. Message me to confirm compatibility with your project.
Do I need technical knowledge?
No. I provide a complete video guide showing you how to manage everything in the workflow.
How does the system know which documents are missing?
It compares uploaded and tracked documents against an agreed checklist which is in your desired format for each client. Uploading a file does not automatically verify that its content are complete or correct.
Will reminders stop after documents are submitted?
In Standard and Premium packages, reminders stop right after the requested documents are received and processed.
Can it request documents every month?
Yes. Premium package includes scheduled monthly requests with a document checklist and upload link.
What does AI document classification do?
It analyses and then labels documents by type, such as receipts, invoices, or bank statement. Any document that might need human review will be sent to the designated staff for approval.
How will client docuemnts be handled?
Files go to your chosen storage account with agreed access permissions. If AI classification is included, we will agree on which provider and model processes the files and documents before sorting.
Are software subscriptions included?
No. Any required platform subscriptions and API usage are paid separately through your own accounts.
What is included in revisions?
Revisions cover adjustments to the agreed workflow. New features, extra integrations, and ongoing maintenance are quoted separately.
