Every month, lists every subscription you pay for from your email receipts, and flags price rises, duplicate tools and renewals coming up.
AI expense tracking
Invoice & Expense logged before you ask.
Every morning, finds new receipts and invoices in your email, reads the amounts off them, sorts them into your categories, logs them in a Google Sheet, and asks you about anything it isn't sure of. On the 1st, a monthly summary by category.
7-day money-back guarantee · Cancel anytimeSteps
4, all listed
Runs
Daily, 7 am
Apps
Memory
Remembers past runs
Daily, 7 am Runs on its own
What lands for you
Who it's for
For freelancers and small businesses who keep expenses in Google Sheets and lose an afternoon each month digging through email for receipts.
Want a broader setup? See the full Gmail invoice and receipt tracker agent.
What you need
- Your Gmail and Google Sheets accounts, connected in a click each
Every step, in order
What it does, step by step.
Nothing hidden. This is the full list of what it does each run.
4steps
2apps
3settings
TriggerWhat starts itAutomaticRuns without youAsks youWaits for your answer
Starts on schedule: daily, 7 am
Once you turn it on, it runs on its own on this schedule. You can change the days, time and time zone.
Trigger
Find new receipts
Reads email that arrived since the last run (the last 30 days on the first run) and picks out receipts, invoices and order confirmations, including forwarded ones and PDF or photo attachments. It notes the vendor, date, total, currency, tax, invoice number and what it was for. Anything it can't read clearly is flagged, not guessed.
AutomaticGmail
2
Sort and check them
Puts each receipt in one of your categories and marks it for you to check if part of it was unclear, the category is a guess, it looks like a duplicate, or the amount is over your limit or unusual for that vendor.
Automatic
Log them in the sheet
Adds a row for each receipt to your Google Sheet (or creates an "Expenses" sheet), with a status of OK or Check and the reason. Exact duplicates of receipts already in the sheet are left out.
AutomaticGoogle Sheets
Email me
Emails you a short list of anything that needs checking. On the 1st of the month you also get last month's totals by category, the biggest expenses, and vendors whose receipt may be missing.
AutomaticGmailGoogle Sheets
Apps needed
Connect these, then it runs.
One click each. It only uses these apps for the steps listed above.
Disconnect any app whenever you like. How we keep your data safe
Time saved
~2hrs/week
For a typical small business with around 25 receipts and invoices a week. Move the slider to see yours.
5150+
2.1hours saved a week
9.0hours saved a month
1.1working days a month
Estimate. Assumes about 5 minutes saved finding, opening, reading, categorising and logging each receipt, plus checking it isn't a duplicate.
Make it yours
Tell it what matters to you.
Fill these in once when you set it up. Plain English is fine.
Your categories
OptionalOne per line.
Text
Ask me about anything over
OptionalIn your usual currency. Bigger amounts are flagged for you to confirm.
Number
Google Sheet for expenses
OptionalLink to the sheet to log them in. Leave blank and one called "Expenses" is created for you.
Text
Invoice & Expense: common questions
How do I get receipts from Gmail into Google Sheets?
Connect Gmail and Google Sheets once. Every morning it finds new receipts and invoices, reads them and adds a row for each.
Does it read PDF and photo receipts?
Yes, including forwarded receipts and PDF or photo attachments. Anything it can't read clearly is flagged, not guessed.
Does it replace my bookkeeping software?
No. It keeps a clean, categorised log that you or your accountant can use.
Does it convert currencies?
No. Totals are kept per currency, exactly as they appear on your receipts.
Which receipts does it ask me about?
Anything it couldn't read clearly, a category it had to guess, likely duplicates, and amounts over the limit you set or unusual for that vendor.
Can it use my own categories?
Yes. List your categories, one per line, and it sorts every receipt into one of them.
Which apps do I need to connect?
Gmail and Google Sheets. You connect each one once, in a click, when you set the workflow up.
What can I change?
Your categories, Ask me about anything over, Google Sheet for expenses. All of them are optional.
Can I change the schedule or the steps?
Yes. Installing copies the whole workflow into your workspace as a draft, and from then on it's yours: reword any step, change the settings, and pick the schedule and time zone (it suggests daily, 7 am). Nothing runs until you run it or publish it.
Which AI model runs it?
The agent you choose when you install it. The workflow uses that agent's model, tools and memory, and you can move it to another agent later.
Pairs well with
Related workflows
Every weekday before the US market opens, checks your watchlist, explains the big moves with the news behind them, and lists the earnings coming up. Information only, never trades.
Every two hours, it reads your new Gmail and labels the email that needs no attention from you, such as cold outreach, newsletters, old one-time codes and delivery updates, so you can clear it in one go. Nothing is deleted.
Close the month without the receipt hunt.
Every morning, finds new receipts and invoices in your email, reads the amounts off them, sorts them into your categories and logs them in a Google Sheet, asking you about anything unclear, duplicated or unusually large. Monthly summary on the 1st.
BYOK · 120+ connectors · 7-day money-back guarantee