Spots the receipt
It reads the attachment, not just the subject line, so a confirmation that happens to contain a receipt is still caught.
GmailGoogle DriveGoogle Sheets
Use case
Receipts out of the inbox, filed, and added up.
Receipts arrive all month and get dealt with in one bad hour at the end of it. Faber spots them as they land, renames each one the way you name them, files it in the right folder, and appends the row to the sheet you already keep.
How it helps
Month end stops being a search through your inbox.
Files it the way you file
Renamed by your convention - date, vendor, amount - and moved into the folder for the period, so the folder stays usable by the person who has to reconcile it.
Adds the row
The expense sheet gets the line with the amount and category filled in, and it can read your bank statements to check the entries against them. Nothing moves money.
What happened
Every receipt filed is written down.
After every run, Faber leaves a plain-English record of what it found, where it filed it, and what it added to the sheet.
What happenedReceipts and expenses
- Found 6 receipts and 2 travel confirmations in this week's mail.
- Renamed each one by date, vendor, and amount.
- Filed them into the August folder in Drive.
- Appended 8 rows to the expense sheet, £1,284 in total.
Good fit when
The receipts all arrive by email and none of them file themselves.
Expenses are tracked in a spreadsheet and the files live in a folder.
There is a naming convention, even if it only exists in someone's head.
Travel means confirmations, receipts, and changes all arriving separately.
You want the filing checked before the folder fills up with it.
Let the receipts file themselves.
Describe your naming convention, which folder each period uses, and which sheet holds the rows.