Money · Monthly
Receipts into your bookkeeping sheet
Each month the agent gathers receipts from your email, categorizes them and fills in your spreadsheet.
What to tell your agent
At the start of each month, collect last month's receipts and invoices from my email. Add the date, vendor, amount, currency and category to my bookkeeping spreadsheet and save the PDFs in the shared folder. List anything you could not categorize. Write only to that spreadsheet and that folder.
How it runs
- Find receipts in email
- Extract vendors and amounts
- Categorize them and add rows to the sheet
- Report the unclear items
Watch out for
- Check currencies and totals before they reach your accountant
- Share only the bookkeeping sheet and folder, not your whole drive
What you get
A filled spreadsheet and a short list of receipts that need your judgment.
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