Scriptera
Gmail and Google Drive automations — Finance
Ready-made scenarios where Gmail and Google Drive work for you (finance): pick one — a copy appears in your account and runs on its own.
24 scenarios
- Invoice and payment link from a sheet row
- Invoice data from email — straight into a sheet
- Expense tracking from receipt photos, automatically
- Receipts from your inbox — into a spreadsheet and storage
- Invoice bookkeeping from PDFs: drop the file, the data appears
- Invoices from your email — filed and logged automatically
- Client statements with debt analysis — automatically
- PDF invoice processing with approval — automatically
- Employee expense reimbursement — automatically
- Matching invoices against orders — automatically
- An expense claim — from receipts
- Invoices and receipts from email, gathered into one folder
- Monthly business tax calculation — prepared automatically
- Payment receipts: sending, archive and ledger — automatically
- Sort invoices from your inbox into a sheet and folders
- Receipts sort themselves by category — personal, business, shared
- Intake and processing of pitch-deck submissions — no manual sorting
- A monthly financial report with AI insights, automated
- A personalized financial plan from a questionnaire — PDF to the client's inbox
- Loan-application risk scoring from PDFs — report by email
- Consolidating revenue from every till and prepping filings
- Cross-border tax, computed daily: rules, anomalies and advisor reports
- Lead qualification and client document collection — automated
- Invoices from email — read, checked and filed
