I will automate invoice and document data extraction with ai into sheets or CRM


About this gig
Still typing invoice numbers, totals and customer details from PDFs into a spreadsheet? I build an AI workflow that reads your documents and enters the data for you, accurately and with a human check where it matters.
How it works:
- Documents arrive by email, upload form, Google Drive or Dropbox
- AI extracts the fields you need: vendor, date, totals, line items, names, IDs and more
- Data is validated (totals add up, required fields present)
- Results go to Google Sheets, Airtable, your CRM or accounting tool
- Unclear documents are flagged for quick human review
Works for invoices, receipts, purchase orders, bank statements, applications, delivery notes, contracts and custom forms.
Built with n8n, Make or Python plus OpenAI or Claude models, depending on your volume and privacy needs.
Delivered with a test report on your real sample documents.
Send me 2 or 3 sample documents (redacted is fine) and the fields you need.
Get to know Izaan Khan
Expert WordPress solutions for your business success!
- FromPakistan
- Member sinceDec 2019
- Last delivery1 year
Languages
Urdu, English, Spanish, Italian
FAQ
How accurate is it?
On clear digital PDFs, very accurate. I test on your samples and add validation and a review queue for anything uncertain. I won't promise 100%.
Is my data safe?
It runs on your own accounts. For sensitive data I can use a self-hosted setup and AI models with zero data retention.
What about scanned or handwritten documents?
Scans work well. Handwriting quality varies, so please send a sample first and I'll tell you honestly what accuracy to expect.
What are the running costs?
Usually a few cents per document in AI fees, billed directly to your own account. I give you an estimate based on your volume before we start.
Do I own the workflow?
Yes. Everything is built in your accounts and you get the source code or exported workflow files, plus a short video walkthrough.

