Invoice automation - make.com

Hello! I understand your task well — to automate the collection, processing, and consolidation of all account data into one Google file. I have worked with Make.com and know how to properly build workflows: from parsing emails and photos to integrating with Baslinker, Przelewy24, and bank statements. I will make sure everything works like clockwork: invoices from email and photos will be automatically recognized and placed in the correct rows of the table, payments will be verified against statements, and everything will add up to a clean total for the month. I am confident that I can not only implement this but also optimize the process so that you forget about manual work with this data. I am ready to discuss the details.

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Hello! My name is Danil, and with over 5 years of experience in business process automation, I offer a comprehensive solution for your project. I will set up automatic addition of expense invoices from email and photos (with OCR for PDF/images), integration with Baselinker for sales invoices, parsing PDF/XLS from courier companies, importing payments from Przelewy24, Gopay, and statements from 7 bank accounts into a single Google Sheets. I will implement matching invoices with payments, add notes, and create a convenient dashboard for monthly analysis. I use Google Apps Script, API, and OCR (Google Cloud Vision) for reliable and fast data processing. I am ready to discuss the details, create a prototype in 4-7 days, and complete the project within the agreed timeframe. Contact me for further discussion!

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Hello, Dominik!

Are you spending hours manually transferring and reconciling financial data from dozens of sources (email, photos, Baselinker, PDF/XLS, Przelewy24, Gopay, 7 banks)? I can create an automated system that will gather all this into a single Google Sheet within a month and automatically match invoices with payments, freeing up your time for more important tasks.

I have experience in developing similar complex automations that include:

Automatic reading of data from email attachments and even photos of invoices.
Integration with service APIs to obtain sales data.
Parsing and structuring information from heterogeneous files (PDF, XLS) from suppliers and couriers.
… Processing statements from payment systems (Przelewy24, Gopay) and bank accounts to extract transactions.
Setting up logic in Google Sheets for automatic matching between invoices and payments.
To better understand the priorities: which part of the process currently creates the most difficulties or takes the most time – gathering data from all sources or reconciling and matching them in Google Sheets?

I am ready to discuss the project in detail and start working soon. How would you like to proceed?

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Good day.
I am ready to take on your project.
I can develop such automation for you on Make.
Message me privately, we will discuss all the details of your specifications and find the best solution for you.

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Hello,

I am able to complete all the described tasks related to invoice automation on the Make.com platform. This includes:

Adding expense invoices to Google Sheets based on emails and photos from the phone.
Integrating sales invoices from Baselinker to Google Sheets.
Processing PDF and XLS files from courier companies.
Adding payments from Przelewy24 and Gopay based on statements.
Importing all payments from bank statements (7 accounts).
… Matching invoices with payments and marking them in Google Sheets.
All data can be collected in one Google Sheets file for a given month. Please contact me to discuss the details and schedule for implementation.

Best regards, Elena

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experience in make more than 3 years, speed of execution is very high, I AM NOT DUMB I will understand and figure everything out very quickly!

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Good day! I have experience in implementing similar tasks: automatic addition of invoices from email (including photos from the phone), integration with Baselinker API, processing statements (banks, payment systems) in PDF, XLS/CSV formats, pairing with payments in Google Sheets. I use Make, Python, AI. I guarantee quality and prompt execution. I am ready to discuss the details.

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Good morning,

We are pleased to inform you that we are fully capable of executing your project regarding the automation of processes related to invoices and payments in Google Sheets. We have experience in such tasks and can efficiently implement all the mentioned functionalities, including:

1. Adding expense invoices to Google Sheets based on emails and photos from a phone.
2. Integrating sales invoices from the Baselinker program with Google Sheets.
3. Extracting data from PDF and XLS files from courier companies (two types).
4. Adding payments from the Przelewy24 and Gopay systems based on statements.
5. Importing all payments from bank statements (7 accounts).
… 6. Matching invoices with payments from statements and marking them in Google Sheets.

However, we would like to draw attention to one issue. Automating invoices and payment documents using the Make.com tool will not be possible, as the data would be transferred outside the European Economic Area, which would violate GDPR regulations. Instead, we propose a much cheaper and compliant solution – an automation tool that we can host ourselves. The cost of such a tool is around 5-6 euros per month, which is an economical alternative that ensures full compliance with legal requirements.

We invite you to contact us to discuss the project details and tailor the solution to your needs. We have been in the market for several years and would be happy to assist in executing this task!

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