I will automate invoice and document data extraction with ai into sheets or CRM

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Izaan Khan

About this gig

Still typing invoice numbers, totals and customer details from PDFs into a spreadsheet? I build an AI workflow that reads your documents and enters the data for you, accurately and with a human check where it matters.

How it works:

  1. Documents arrive by email, upload form, Google Drive or Dropbox
  2. AI extracts the fields you need: vendor, date, totals, line items, names, IDs and more
  3. Data is validated (totals add up, required fields present)
  4. Results go to Google Sheets, Airtable, your CRM or accounting tool
  5. Unclear documents are flagged for quick human review

Works for invoices, receipts, purchase orders, bank statements, applications, delivery notes, contracts and custom forms.

Built with n8n, Make or Python plus OpenAI or Claude models, depending on your volume and privacy needs.

Delivered with a test report on your real sample documents.

Send me 2 or 3 sample documents (redacted is fine) and the fields you need.

Get to know Izaan Khan

Izaan Khan

Expert WordPress solutions for your business success!

5.0(46)
  • FromPakistan
  • Member sinceDec 2019
  • Last delivery1 year
  • Languages

    Urdu, English, Spanish, Italian
I am a professional WordPress Website Developer and Designer with an experience of about 4+ years in this profession. My strong background in web development allows me to develop websites that align with client preferences and objectives, while showcasing uniqueness. I have a proven track record of delivering visually appealing designs that specifically target and appeal to clients.