Assisted in improving invoice processing workflows for accounting operations and organized incoming invoices and financial documents using Gmail, Google Drive, and Google Sheets.
Helped build and support automation workflows for invoice tracking, email organization, and document filing to reduce manual administrative work.
Supported Google Sheets to QuickBooks Online integration workflows for financial record handling and review preparation.
Maintained structured file management and operational support systems for day-to-day accounting activities.
Dexter helped improve our invoice workflow and reduced a lot of repetitive manual work. The automation made invoice organization, tracking, and document handling much more structured and easier to manage day-to-day. Very reliable, easy to work with, and understands operational workflows well.
An operational workflow automation system designed to improve invoice intake, document organization, and accounts payable preparation for an accounting & financial services workflow.
The original process relied heavily on manual invoice review, spreadsheet entry, document routing, and invoice organization across Gmail, Google Drive, and QuickBooks Online.
The solution introduced queue-based automation, OCR extraction, vendor validation, duplicate checking, and automated document organization to reduce repetitive administrative handling and improve workflow consistency.
The Problem
Before the workflow improvements:
Invoice PDFs were manually reviewed and processed
Invoice details were manually copied into Google Sheets
PDFs were manually organized into folders and email labels
Duplicate invoice risks existed due to manual tracking
Invoice preparation for AP processing consumed operational time
Document organization became harder as invoice volume increased
Validated incoming PDF documents before processing
Organized invoices into vendor-based workflows
Used OCR extraction to capture invoice data
Added duplicate invoice detection checks
Managed queue-based invoice processing states
Automated document routing into structured Google Drive folders
Assisted operational preparation workflows connected to QuickBooks Online
My Role
Designed and supported invoice automation workflows
Built queue-based invoice processing logic
Implemented OCR extraction and structured parsing workflows
Assisted in improving AP preparation processes
Organized automated document routing systems
Built operational tracking workflows using Google Sheets
Improved workflow organization and reduced repetitive manual handling
Operational Impact
The workflow created a more structured and scalable invoice processing system by reducing repetitive manual handling, improving document organization, and assisting operational accounting preparation workflows.
Sensitive financial and client information has been excluded for confidentiality purposes.