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Fiverr Pro
English
$
USD
I will automate PDF invoice extraction, validation and payment tracking with ai ocr
Business Automation Specialist Workflow Automation And System Integration
I help SMBs eliminate repetitive manual work and disconnected workflows by designing business automation that makes your systems work together. I identify bottlenecks, map processes, and build reliabl...
About this Gig
Are your staff retyping supplier invoices from PDFs and scans? I build AI/OCR workflows for bookkeeping firms and small finance teams, extracting vendor details, invoice numbers, dates, tax, totals, and due dates into structured records. The workflow validates required fields, flags possible duplicates, and organizes invoices for review and payment follow-up.
This cuts repetitive entry.
Data can flow to Google Sheets, Excel, or an agreed destination. Missing fields and uncertain OCR results are flagged for human review; automation does not replace accounting approval.
Deliverables include: a tested PDF invoice extraction workflow, validation rules, duplicate checks, payment-status tracking, optional reminders, and setup notes. I confirm sample formats, volume, required fields, destination, and app access first; then configure the workflow, test representative files, refine issues within scope, and document handover.
This service suits teams facing invoice backlogs, manual entry, or month end deadlines. Send a redacted sample invoice, your current process, and the output needed. I'll confirm feasibility and scope before you order.
Technology:
Excel
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Google Sheets
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Python
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VBA
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Zapier
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Other
Other Data Processing Services I Offer
FAQ
What invoice formats can you process?
I can assess text-based PDFs and scanned invoices. Please share a redacted sample so I can confirm the format and OCR feasibility before you order.
Can you extract invoice data into Excel or Google Sheets?
Yes, where the required fields and destination are agreed in advance. The output can include vendor, invoice number, dates, tax and totals.
Can the workflow detect duplicate invoices and missing fields?
It can apply agreed validation rules and flag possible duplicates or incomplete records. Results depend on source quality and the rules configured.
Can you connect this workflow to accounting software or send payment reminders?
Potentially, depending on the application, available API or connector, permissions and project scope. Tell me which tools you use before ordering.
Will the automation approve invoices or make payments automatically?
Not by default. The workflow can flag records or send reminders; payment and approval actions require explicit scope, authorization and suitable safeguards.
