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Import Invoices to Your Bookkeeping System Without Manual Data Entry

· 2 min read
Tommi
Tapio

Introduction​

Manual data entry is a tedious and error-prone task that most of us have to deal with frequently. It consumes valuable time and can lead to mistakes that affect financial records. Excelifier can help dealing with this necessary evil by allowing for easy importation into bookkeeping systems such as Fennoa. Let's explore how to use Excelifier to automate the insertion of purchase invoices, minimizing manual intervention and maximizing accuracy.

Proof of Concept​

We built excelifier-fennoa to assist in inserting purchase invoices into our bookkeeping system. By releasing it as a proof of concept, we aim to demonstrate how Excelifier can efficiently automate and integrate into financial workflows. This same method could be expanded to other bookkeeping systems, showing the versatility and adaptability of our solution.

How It Works​

The process is straightforward: Excelifier converts PDF invoices into structured JSON data, which is then formatted to interface with the Fennoa API. The invoices are automatically pushed into the bookkeeping system. Once the invoices have been uploaded, it is advisable to verify the content and accept the invoice for further processing. This automation not only saves time but also significantly reduces the risk of errors.

The tool is designed to handle multiple invoices simultaneously, enhancing productivity and streamlining bookkeeping operations.

Source code​

The source code for the project is available on GitHub.

  1. Clone the repository: Download the source code to your local machine and add your Fennoa credentials to the .env file.
  2. Prepare Your Documents: Place your original invoice PDF and the JSON file generated by Excelifier into the data_in folder.
  3. Start the Application: Execute the command yarn start in your terminal. This process reads the files, extracts the data from the JSON, and inserts it along with the PDF into Fennoa.

Feel free to explore and adapt it to your needs. We welcome your feedback and suggestions for further development.

Conclusion​

Excelifier can significantly streamline the process of importing invoices into your bookkeeping system. By automating the conversion of PDFs to structured data, you can eliminate manual data entry and reduce the risk of errors. This proof of concept demonstrates the potential of Excelifier to enhance financial workflows and improve efficiency.

We are planning to expand the capabilities of this proof of concept and would love to hear your feedback. Let us know what you think!