Short answer: Use a Google Apps Script that reads every PDF invoice in a Google Drive folder and adds one row per invoice: vendor, date, invoice number, subtotal, tax and total. It runs in your Google account and sends what it works on to our server, which does the work. Setup takes 5 steps: Make a Drive folder; Set up the sheet; Add the script; Add your key; Run it.
How to set it up
- Make a Drive folder. Put your PDF invoices in a Google Drive folder. Open the folder and copy its ID from the address bar: the long string at the end.
- Set up the sheet. Open a Google Sheet and paste the folder ID into cell B1.
- Add the script. Open Extensions, then Apps Script. Add two script files and paste in the two files from our email:
Pushbuild.gsandinvoice-fields-from-pdf.gs. Save, then reload the sheet. A Pushbuild menu appears. - Add your key. Choose Pushbuild, then Set key, and paste the key from your signup email. The first time a script runs, Google asks for permission because it works in your own account. Review it and allow it.
- Run it. Choose Pushbuild, then Log invoices from folder. Each invoice becomes a row from row 3. Run it again later and it only adds invoices it hasn't logged yet.
Want this set up for your business? Free written scope in 20 minutes
Get the script
Download it free
We'll email you the script (Pushbuild.gs and invoice-fields-from-pdf.gs) and your key. It runs in your Google account and sends what it works on to our server, which does the work.
Free for your first 10 runs. After that it's $9 a month for this snippet, or $19 a month for every Pushbuild snippet.
Have us install it for you
We set it up in your Google account in a short Connect session, connect it to your sheet and check that it runs.
$49 one-time.
Questions
What does this script do?
It is a Google Apps Script that reads every PDF invoice in a Google Drive folder and adds one row per invoice: vendor, date, invoice number, subtotal, tax and total.
How do I set it up?
In 5 steps: 1. Make a Drive folder; 2. Set up the sheet; 3. Add the script; 4. Add your key; 5. Run it. The full steps are on this page.
Does it send my data anywhere?
Yes. It runs in your Google account and sends what it works on to our server, which does the work. We email you the script (Pushbuild.gs and invoice-fields-from-pdf.gs) and your key.
Can you install it for me?
Yes. We set it up in your Google account in a short Connect session, connect it to your sheet and check that it runs.
Want this connected to the rest of your tools? Send us a short brief.
Pushbuild · Automate your business with Pushbuild: pushbuild.com/