Finance and Accounting AutomationPurpose
1.2. Automatedly streamline data entry, eliminate manual errors, and ensure timely record-keeping for tax and compliance.
1.3. Automating classification of receipts (e.g., purchases, transport fees, equipment) into relevant accounts for animal feed wholesalers.
1.4. Enable seamless automation for digital and paper receipts using OCR and AI integrations.
1.5. Make accounting and reconciliation automatable, reducing turnaround on finance tasks.
Trigger Conditions
2.2. Automator monitoring for new receipts in a shared folder (cloud or network).
2.3. Automated detection of receipt attachments in accounting platform inboxes.
2.4. Trigger on each new financial transaction with a hay supplier where receipts are expected.
2.5. Manual ‘scan and submit’ via mobile app, automating the next steps.
Platform Variants
• Feature/Setting: Use "Receipts" API to automate upload and extraction of receipt data.
• Configuration: Set webhook to automate upload when new image is added to a dedicated email or folder.
3.2. Xero
• Feature/Setting: Automate using the "Files" API and "Receipts" endpoint for automatedly matching and filing receipts.
• Configuration: OCR automation configured with "Add file to Xero" on cloud upload.
3.3. Expensify
• Feature/Setting: SmartScan OCR automatedly reads receipt details and imports them.
• Configuration: Automate the "Receipt Input" endpoint for email or app-captured receipts.
3.4. Zoho Expense
• Feature/Setting: "AutoScan" for receipt digitization and categorization automation.
• Configuration: Email ingestion rules automate categorization on receipt arrival.
3.5. Receipt Bank (Dext)
• Feature/Setting: "Auto-Publish" automates exporting categorized receipts to accounting systems.
• Configuration: FTP/email capture configured for scheduled automation runs.
3.6. Google Drive
• Feature/Setting: Automate folder watch with Drive API to detect and move new receipts.
• Configuration: "Files: list" and "Files: move" automate storing to structured folders.
3.7. Dropbox
• Feature/Setting: "Files webhook" triggers automation on new receipt files uploaded.
• Configuration: Use "files/list_folder" and "files/upload" API calls for automatable file management.
3.8. Microsoft OneDrive
• Feature/Setting: "Item Add" webhook automates detection of receipt uploads.
• Configuration: Automating with Graph API to scan for receipts in dedicated folders.
3.9. SAP Concur
• Feature/Setting: "Expense Receipts" API automates fetching and linking receipt images to expense entries.
• Configuration: Automator set to auto-link receipts upon submission.
3.10. FreshBooks
• Feature/Setting: "Expense - Create" automates receipt addition through API.
• Configuration: Automate ingestion of image attachments from email or upload.
3.11. Sage Intacct
• Feature/Setting: "Attachments" API automates the connection between expense record and receipt scan.
• Configuration: Automating scheduled import for batch receipt filing.
3.12. Hubdoc
• Feature/Setting: Auto-fetch and automate categorization of receipts from linked emails or accounts.
• Configuration: Rule-based automation to route and sync to accounting systems.
3.13. Evernote
• Feature/Setting: OCR and notebook automating for receipts, scanned or photographed.
• Configuration: Notebook watcher automates file transfers.
3.14. Box
• Feature/Setting: "File Upload Event" webhook automates flows for new receipt storage.
• Configuration: Automating content classification on upload with AI integrations.
3.15. Docparser
• Feature/Setting: Automate extraction via custom parsing rules for receipts.
• Configuration: API-based automated receipt parsing on arrival.
3.16. Google Photos
• Feature/Setting: "Albums" watch automates scan receipts from mobile uploads.
• Configuration: Vision AI set to trigger parsing automator for new receipt images.
3.17. Amazon Textract
• Feature/Setting: Automate receipt OCR extraction via synchronous API call.
• Configuration: Triggered each file upload in cloud storage.
3.18. Zoho Books
• Feature/Setting: "Bills API" automates linking and scanning of receipt data.
• Configuration: Scheduled automation syncs uploads to expense entries.
3.19. Slack
• Feature/Setting: Automation of receipt upload via channel webhook for finance team notification.
• Configuration: Bot automates comms; triggers receipt extraction scripts.
3.20. Pipedrive
• Feature/Setting: File attachment automating to deals for receipt records.
• Configuration: Events API automates linking files to related transactions.
3.21. Notion
• Feature/Setting: Automated database item creation for each new receipt with image/file property.
• Configuration: Automator listens to receipt email alias and creates/updates page.
3.22. Airtable
• Feature/Setting: Automation scripts trigger row creation on new receipt uploads.
• Configuration: Attachment column automates linking to receipt files.
3.23. Trello
• Feature/Setting: Card attachment automation for receipts.
• Configuration: Power-Up integration automates moving and classifying receipts.
Benefits
4.2. Automates tracking and matching of supplier receipts for accurate finance records.
4.3. Automator ensures compliance by filing every receipt in auditable formats.
4.4. Automating search and retrieval accelerates audits and monthly reconciliation.
4.5. Enhances accuracy with automated OCR, lessening human error in data capture.
4.6. Automates backup, ensuring no physical receipt loss.
4.7. Automatable workflows mean finance staff focus on analysis, not paperwork.