Freelance Automation
Specialist / Tech VA
Improved invoice-processing operations by connecting intake, extraction, tracking, document organization, and accounting review preparation into a clearer working system.
Where I moved
the work forward.
Invoice intake
Improved how invoice PDFs and financial documents entered the operation through Gmail and structured queues.
Extraction & validation
Supported OCR extraction, vendor checks, duplicate detection, and structured parsing before records moved downstream.
Document routing
Organized automated filing across Google Drive and tracking states in Google Sheets for easier review and retrieval.
AP preparation
Supported Google Sheets to QuickBooks Online workflows and prepared cleaner records for operational accounting review.
Working stack
08 tools / connected operationCase file / 001 Invoice Processing Automation Open case file
Invoice PDFs were manually reviewed, copied into spreadsheets, organized into folders, and tracked across disconnected steps. Duplicate risk and rising document volume made the process increasingly difficult to maintain.
The workflow monitored incoming attachments, validated PDFs, extracted invoice data, checked vendors and duplicates, managed queue states, and routed files into a structured Drive system.
Designed and supported workflow logic, OCR parsing, document routing, tracking, and AP preparation improvements while maintaining readable operational documentation.
Repetitive handling decreased, document organization became more consistent, and financial records arrived at review in a clearer and more dependable state.
Sensitive financial and client information is intentionally excluded.
“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.”
Sensitive financial and client information has been excluded for confidentiality purposes.