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Automations for logistics

Invoice data entry for logistics

Proof-of-delivery photos and paperwork arrive in WhatsApp chats. For logistics companies that's a common story, and it's what the invoice entry flow is for. Reads invoices and receipts from email and enters them into your accounting software.

The problems it takes off your list

  • Proof-of-delivery photos and paperwork arrive in WhatsApp chats.
  • Carrier invoices get keyed into the accounts by hand.
  • Drivers get job details by phone call and text.

What it looks like in practice

Say you run a small freight broker moving loads for local manufacturers. A supplier invoice lands in the shared inbox. A minute later a draft bill is waiting in QuickBooks with the amount, tax and due date filled in and the PDF attached. One with a blurry total is flagged for you to check.

How it works for logistics

Step by step, this is what the invoice entry flow does with your customers.

  1. Invoices arrive by email or are dropped into a folder.
  2. AI reads the supplier, date, amounts and tax.
  3. A draft bill is created in QuickBooks.
  4. Anything unclear is flagged for a quick check.
  5. The original file is attached and filed.

Tools it connects to

You keep working in QuickBooks, Outlook and Google Drive. The invoice entry flow sits alongside, built with OpenAI, n8n and Xero.

  • QuickBooks
  • Outlook
  • Google Drive

Questions from logistics companies

Does the invoice entry flow work with QuickBooks?

Often, yes. Before building the invoice entry flow I check your QuickBooks account and plan, because some features depend on API access. If there's a gap for your logistics setup, you'll know before you pay anything.

What happens if something breaks?

The invoice entry flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.

What does the invoice entry flow cost to run each month?

Setup for the invoice entry flow starts at $300 while the launch offer is on, for logistics companies and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.

Want this for your logistics business?

Tell me how your logistics business handles this today. I'll reply with what I'd build, what it costs and how long it takes.

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