Are you looking to automate more of your bookkeeping?

With n8n and custom, AI-powered workflows, it is now possible to automate 70% (or more) of your expense-related tasks. In this course, I show you how to build it.

In less than 3 hours, you can give yourself a system that potentially saves 20 hours per month.

Not only that, but you can reduce (possibly eliminate) your manual errors - avoiding duplicate invoices and employee expense claims, and spotting anomalies before they enter your accounts (e.g. an extra zero on that supplier invoice!).

Here's what we're going to build in this course:

• An email monitoring workflow, which looks for PDF invoices and automatically processes them
• A system that categorises invoices and flags for anomalies/duplicates
• A mobile receipt capture system, so you can log expenses to Airtable "on the go"
• An approval handling system, so expenses over $500 are routed to a key person
• An employee expense management system that checks claims against receipts automatically
• A backup process that extracts invoices from "edge cases" (e.g. supplier emails with no PDF)
• A formatting system that prepares all of your approved invoices for easy Quickbooks import
• An error detection system, so you can quickly spot breakages in n8n and fix them.

Firms looking to automate more of their accounting admin, where spending is mostly on monthly subscriptions, services and small, frequent purchases (e.g. paid directly via a standard invoice):

• Digital marketing agencies
• Consulting, legal and accounting firms
• Small services businesses
• SaaS companies

Please note that this course does not cover purchase orders (POs) - i.e. firms which deal in high inventory risk / low volume of complex purchases.

Contact me directly if you are interested in a solution that covers those areas, such as retail / e-commerce, construction and manufacturing.

This course is independently developed and is not affiliated with, endorsed by, or sponsored by Intuit, QuickBooks or Airtable.