1.Monitors new bank notice attachments
Integrate Gmail and email attachments to capture incoming bank notice files and start the processing workflow.
Create transaction ledger rows from emailed bank notices
Automatically monitor new bank notice attachments across Gmail and alerts flows within Google AI Studio (Gemini), PDF.co, Google Sheets, and Google Drive. Create and update ledger rows and save unlocked audit PDFs when bank-notice PDFs arrive, transaction references are found, or parsed fields look low-confidence β so you can speed reconciliation, reduce data entry, and preserve auditability without manual bookkeeping paperwork.
How this automation creates ledger rows from bank notices
When bank notice attachments land in your inbox, reconciliation can stall and errors creep in from manual entry. This automation extracts transaction data and creates ledger rows and uploads unlocked PDFsβso your team can reconcile faster.
Gmailor swap with your favorite app
2.Converts PDF to unlocked versions
Integrate PDF.co and PDF processing tools to remove security and produce an unlocked PDF and image.
PDF.coor swap with your favorite app
3.Extracts transactions as JSON
Integrate Google AI Studio (Gemini) and image parsing to generate JSON-only transaction fields from the image URL.
Google AI Studio (Gemini)or swap with your favorite app
4.Creates ledger spreadsheet rows
Integrate Google Sheets and ledger column mapping to write extracted fields into configured ledger columns.
Google Sheetsor swap with your favorite app
5.Uploads unlocked PDF to Drive
Integrate Google Drive and file storage to upload the unlocked PDF and return a shareable link for reference.
Google Driveor swap with your favorite app
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Simplify recordkeeping with automated transaction capture, receipt logging, and ledger updates
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