I need many subscriptions for my operations, and I need to collect the invoices every month
So I have accurate reporting, and for my accountant of course.
So I built this system to solve my own problem - hope it’s useful to others too! Download link to all material used is in the video description.
I set up a similar flow and had to tweak the AI model’s confidence threshold a bit to avoid errors in invoices with odd formatting. Worked better after that.
Hey
It looks nice! Feel free to check out this Airtable native similar solution that I’ve built some time ago.
Mike, Consultant @ Automatic Nation
I had a similar setup and ran into issues organizing client insights and payment status in one place.
I had a similar setup and ran into issues organizing client insights and payment status in one place.
Adding https://www.payinsider.com/advanced-dashboard/ really helped me centralize those details and see invoice progress without switching between tabs or tools. It cut down a lot of back-and-forth.
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