Phoenix - Your AI AssistantAutomate invoice, receipt and PDF data extraction with AI
Delivery in
7 days
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What you get with this Offer
Still typing invoices, receipts and PDFs into spreadsheets by hand? I'll set up an AI-powered workflow that reads your documents automatically, pulls out the data you need, and drops it neatly into your spreadsheet or system.
How it works: you drop documents into an email inbox or folder, the AI reads and extracts the details, and clean, structured data appears in your sheet or software. No more manual data entry.
You'll receive:
- An automated document processing workflow for 1 document type (e.g. supplier invoices, receipts, purchase orders, delivery notes, forms or contracts)
- AI extraction of up to 15 fields, such as supplier, invoice number, dates, line items, VAT, totals and currency
- Works with PDFs, scanned documents and phone photos
- Documents collected automatically from an email inbox, Google Drive, Dropbox or OneDrive folder
- Data sent to Google Sheets, Excel, Airtable or a database
- Validation checks (e.g. totals add up, required fields present), with uncertain documents flagged for a quick human review
- Original files renamed and filed automatically
- Tested on your own sample documents before handover
- A short video walkthrough and documentation
- 2 rounds of revisions
Have a different document type or destination in mind? Message me before ordering and I'll confirm it's a good fit.
How it works: you drop documents into an email inbox or folder, the AI reads and extracts the details, and clean, structured data appears in your sheet or software. No more manual data entry.
You'll receive:
- An automated document processing workflow for 1 document type (e.g. supplier invoices, receipts, purchase orders, delivery notes, forms or contracts)
- AI extraction of up to 15 fields, such as supplier, invoice number, dates, line items, VAT, totals and currency
- Works with PDFs, scanned documents and phone photos
- Documents collected automatically from an email inbox, Google Drive, Dropbox or OneDrive folder
- Data sent to Google Sheets, Excel, Airtable or a database
- Validation checks (e.g. totals add up, required fields present), with uncertain documents flagged for a quick human review
- Original files renamed and filed automatically
- Tested on your own sample documents before handover
- A short video walkthrough and documentation
- 2 rounds of revisions
Have a different document type or destination in mind? Message me before ordering and I'll confirm it's a good fit.
What the Freelancer needs to start the work
1. The type of documents you want processed and roughly how many per month
2. 10-20 sample documents covering different layouts or suppliers (sensitive details can be redacted)
3. The exact fields you need extracted
4. Where documents arrive today (email, folder, upload) and where the data should go
5. Access to the destination (Google Sheet, Airtable, accounting software) as a collaborator
6. Whether your documents contain personal data, so we can choose a privacy-friendly setup