As a tech founder, we have a growing number of monthly invoices (Azure, Notion, Miro, etc) that our accountant needs copies of. It’s not unmanageable, but man is it annoying to have to log into 10 different sites, track down and download the invoices, and collect them into an email with enough context for her to record everything properly. Surely there is an easier way? Any tips for how to automate that task?

I’ve Google’d ofc, but most results are re: managing your company’s _outbound_ invoices. Zapier doesn’t seem to be able to do it. I did find a company called Hubdoc that looks promising…

  • Wiicycle@alien.topBEnglish
    1·
    10 months ago

    I don’t buy tools, or build tools, until I fully understand the issue. For invoices I wrote a Google Script that yanks the PDF, or PDFS the email. Saves them to Google Drive for my bookkeepers. It triggers based on filters. This has enabled me to automate my part and provide organized invoices for the finance team. I did not need to buy a solution and I feel better better prepared and more accountable as a result.