Financial & Administrative OperationsPurpose
1.2. Enables automated organization across multiple payment channels, vendors, and expense types, reducing manual data entry and error rates.
1.3. Supports automatable workflows for digitizing paper receipts via OCR, batch processing, and synchronizing with bookkeeping or ERP solutions.
Trigger Conditions
2.2. Systemized folder creation required upon transaction or date detection.
2.3. OCR auto-extraction of merchant, date, amount, and expense category.
2.4. Manual or rule-based review initiated for document validation or exceptions in automator logic.
Platform Variants
3.1. Google Drive
• Feature/Setting: Use "Files: create" API for archive folder and auto-tag on upload with file metadata.
3.2. Dropbox
• Feature/Setting: "Files Upload Session" API with folder-path automation and tagging automation using "Properties Template".
3.3. OneDrive
• Feature/Setting: Graph API's "Put Item" for uploading; auto-tagging via "Extensions" object.
3.4. Box
• Feature/Setting: "Upload a File" API with optional "Metadata Templates" for automated tags.
3.5. Zoho Books
• Feature/Setting: "Upload Attachment" endpoint with automatic tagging via custom fields.
3.6. QuickBooks Online
• Feature/Setting: "Upload a Receipt" endpoint with "Tag" property for categorization.
3.7. Xero
• Feature/Setting: "Files API – POST" for digital placement and "Tags API" for labeling automation.
3.8. SAP Concur
• Feature/Setting: "Receipts API" bulk upload with automated tagging linked to expense reports.
3.9. Microsoft Power Automate
• Feature/Setting: Flow for "When a new email arrives (V3)" + "Create file" + AI Builder OCR + auto-tag.
3.10. Airtable
• Feature/Setting: "Attachments" field paired with automation scripts for metadata tagging.
3.11. Smartsheet
• Feature/Setting: "Attach File to Row" with automation workflows assigning tags in comments.
3.12. Evernote
• Feature/Setting: "Create Note" API with automated tagging in "TagNames" parameter.
3.13. Notion
• Feature/Setting: "Create Page" in database, auto-assign tags via properties field.
3.14. Slack
• Feature/Setting: "Files.upload" API to designated finance channel, with bot to auto-tag.
3.15. Salesforce
• Feature/Setting: "Files Connect" automated archiving, "Tags" field for meta-organization.
3.16. FreshBooks
• Feature/Setting: "Receipts API" endpoint, tag with vendor or tax code automatically.
3.17. Expensify
• Feature/Setting: API for automated receipt upload, auto-tagging via "Categories".
3.18. Receipt Bank (Dext)
• Feature/Setting: Automated document ingestion and tagging based on OCR-extracted content.
3.19. SFTP (Any Server)
• Feature/Setting: Automated folder creation and structured placement via SFTP scripts with filename or directory tagging.
3.20. AWS S3
• Feature/Setting: "PutObject" API for uploads, tagging applied at object property for auto-organization.
3.21. Adobe Document Cloud
• Feature/Setting: "Create Document" API plus "Add Tag" automation using metadata fields.
3.22. Trello
• Feature/Setting: "Create Card" with file attachment, add "Labels" (tags) via API for expense type.
Benefits
4.2. Automates compliance by maintaining a digital audit trail and enables automatable financial reporting.
4.3. Reduces error, increases speed, and ensures all receipts/invoices are accessible, taggable, and retrievable.
4.4. Supports complex automation for Bengali restaurant operations in real time across multiple digital platforms.
4.5. Facilitates ongoing automation by integrating archiving with accounting, analytics, and reporting tools.