1.Watches incoming bill PDFs
Integrate Google Drive and file storage folders to detect incoming bill PDFs in a configured folder to trigger bill forwarding.
Send new bill PDFs to accounting and file
Automatically monitor new or updated bill PDF files across Google Drive and accounting tools. Create and update by forwarding attachments to your accounting inbox and archiving processed files when bills upload, bills update, or vendor PDFs appearβso you can speed reconciliation, reduce rework, and avoid manual paperwork.
How this automation speeds up bill reconciliation
When a bill PDF lands in your configured Drive folder, delayed forwarding can stall reconciliation. This automation filters qualifying files, sends them to your accounting inbox and moves them to a processed archiveβso your team can import bills without chasing documents.
Google Driveor swap with your favorite app
2.Filters qualifying bill documents
Integrate Filter by Zapier and filename checks to evaluate bill PDFs and metadata to continue only qualifying vendor invoice documents.
Filter by Zapieror swap with your favorite app
3.Sends PDFs to accounting inbox
Integrate Gmail and email attachment mapping to send bill PDFs to your configured accounting inbox to deliver import-ready attachments.
Gmailor swap with your favorite app
4.Moves files to processed archive
Integrate Google Drive and archive routing to move the processed file to your processed bills folder to complete bill organization.
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