Automated Receipt Management System

Target Audience

• Small Business Owners: Those who need to track expenses efficiently.
• Freelancers: Individuals who want to manage receipts and expenses without manual entry.
• Accountants: Professionals looking for a streamlined process to handle client receipts.
• Tech-Savvy Users: People comfortable with automation tools and integrations.

Problem Solved

This workflow addresses the challenge of manually tracking and managing receipts by automating the process of:

• Receipt Parsing: Extracting key information from receipts using an API.
• Expense Recording: Automatically adding parsed data to a Google Sheet.
• Notifications: Sending confirmations and SMS notifications to keep users informed about their submissions.

Workflow Steps

1. Trigger: The process starts when a user sends a receipt via Telegram.
2. Parse Receipt: The receipt is sent to an API that extracts details such as:
   • Category
   • Date
   • Merchant
   • Time
   • Amount
   • Currency
3. Set Relevant Data: The extracted information is organized and prepared for further actions.
4. Add to Expense Record: The organized data is appended to a Google Sheet for record-keeping.
5. Send Confirmation: A confirmation message is sent back to the user via Telegram, summarizing the receipt details.
6. Send SMS Notification: An SMS is dispatched to notify relevant parties about the new expense entry, including a link to the Google Sheet.