Build an invoice sorter for email attachments
They made a tool that scans inbox invoices, pulls out key fields, and stores them in a searchable system for teams that still use email for billing.
- What they did
- They created Invoice Agent for teams that still receive vendor bills by email. It connects to Gmail or Outlook, spots invoice messages, and uses AI to pull out the important details before filing them in a searchable place. They were still testing the workflow, pricing, and product fit with user feedback.
- How it went
- The post did not include any usage, accuracy, or time-saved figures. It was still a side project in validation, and they said QuickBooks- or Xero-style links, plus more hands-off operation, were still in progress.
- Tips
- Start with read-only access and a small sample so you can check the extraction quality. If you want accounting handoff later, plan for a separate approval step before anything is synced or sent.
Try it yourself with Claude Code
Help me build a tool for [Gmail or Outlook] that looks through incoming messages for invoices and invoice attachments, then extracts [vendor name, date, amount, invoice number] and saves them into a searchable list or folder structure organized by [month or vendor]. First, test it on [number] sample emails and show me the extracted results for review. Do not change, delete, forward, pay, or submit anything until I explicitly approve the next step. If possible, note how it could later connect to [QuickBooks or Xero].
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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