JedBolthock

AI Invoice & Document Extraction

I will automate invoice data entry with AI into QuickBooks, Xero or Sheets

Jedidiah Gabriel
Jedidiah GabrielProduct engineer ยท Kaduna, Nigeria ยท Replies within 24 hours
AI Invoice & Document Extraction flyer: Stop typing invoices.

About this gig

Retyping invoices costs hours every week, and the typos cost more at month end.

I build document pipelines that capture invoices, receipts and forms from email, WhatsApp, Google Drive or a scanner, read them with OCR and AI, check the numbers, and post approved entries to your accounting tool with the original PDF attached.

What you get:

  • Capture from the places documents arrive today
  • Extraction of supplier, dates, invoice number, line items, tax and totals
  • Checks for duplicates, missing fields and totals that don't add up
  • An approval step on email, Telegram or a simple web page
  • Posting to QuickBooks Online, Xero, Zoho Books, Google Sheets or your ERP
  • A queue for documents the AI isn't sure about

I build on n8n and Node.js, the same tools behind the ledger and inventory automations in WeSelling, my business operating system.

Send me two or three sample documents and tell me where they end up today.

Use cases

Supplier invoices

Line items, VAT and totals extracted and posted to your books after approval.

Receipts and expenses

Staff photograph receipts on WhatsApp, entries appear in the expense sheet.

Bank statements

Transactions pulled from PDF statements into a clean spreadsheet.

Waybills and delivery notes

Logistics documents matched against purchase orders.

KYC and onboarding forms

Fields read from IDs and forms into your system for review.

Contracts

Key dates, parties, renewal terms and amounts extracted into a tracker.

Purchase orders

Incoming POs read and turned into draft sales orders.

Medical and insurance claims

Forms read and checked for missing fields before submission.

What changes

Today

  • Staff retype supplier invoices into the books line by line
  • Receipts pile up in WhatsApp chats and email threads
  • Typos in amounts and tax only show up at month end
  • Nobody knows which invoices are approved and which are waiting

After

  • Documents captured from email, WhatsApp, Google Drive or a scanner
  • AI extracts supplier, dates, line items, tax and totals
  • Checks catch duplicates and totals that don't add up before anything posts
  • Approved entries post to QuickBooks, Xero, Sheets or your ERP with the PDF attached

How it works

  1. 01Invoice arrives
  2. 02OCR and AI read the fields
  3. 03Totals and duplicates checked
  4. 04Approver taps OK
  5. 05Posted to your books

Compare packages

PackageStarter$220Business$560Scale$1,300
What it isOne document type extracted to Google Sheets, with validation checksUp to 3 document types, an approval step and QuickBooks or Xero postingSeveral entities, purchase-order matching, an exception queue and a dashboard
Document types1Up to 3Up to 8
Capture from email or Driveโœ“โœ“โœ“
Capture from WhatsAppโ€“โœ“โœ“
Line-item extractionโœ“โœ“โœ“
Duplicate and total checksโœ“โœ“โœ“
Approval stepโ€“โœ“โœ“
Posting to QuickBooks, Xero or ERPโ€“โœ“โœ“
Purchase-order matchingโ€“โ€“โœ“
Exception queue dashboardโ€“โ€“โœ“
Delivery5 days9 days15 days
Revisions234

Add-ons

  • Faster delivery+30% of the package
  • One extra integration (any tool with an API)+$80
  • Reporting dashboard+$150
  • 30 days of support after delivery+$90

Built before

Who it's for

  • Accounting firms
  • Logistics companies
  • Retail and wholesale
  • Property managers

What I'll need from you

  • 10 to 20 sample documents of each type
  • Your accounting tool and chart of accounts
  • Who approves what, and any spending limits
  • Where documents arrive today

Questions, answered

How accurate is it?

Digital PDFs extract almost perfectly. Photos and handwriting are harder, so every document gets confidence checks, and anything uncertain goes to a person before it posts.

Which accounting tools do you support?

QuickBooks Online, Xero, Zoho Books, Google Sheets, Airtable, or your own ERP through its API.

Are third-party costs included?

No. Usage fees for services like OpenAI, Twilio, WhatsApp or hosting are billed to your account at their own rates. I estimate them before we start and design to keep them low.

Who owns the code and accounts when we finish?

You do. Code goes to your repository, and services run on accounts in your name, so you are never locked to me. I hand over logins, keys and a short guide.

What if my project doesn't fit a package?

Send a message describing what you need. I reply with a custom offer priced to the actual scope, often after a short call.

The thinking behind it

Tools and tags

  • n8n
  • OpenAI
  • Google Document AI
  • QuickBooks API
  • Xero API
  • Google Sheets
  • Azure Document Intelligence
  • AWS Textract
  • Mindee
  • Zoho Books
  • Sage
  • Airtable
  • #invoiceautomation
  • #ocr
  • #dataextraction
  • #quickbooks
  • #documentai

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