Workspace Automation: Payments & Reconciliation

@salajka

I specialize in Google Workspace automation with expert-level Apps Script, Google Sheets, and API integration. I'll deliver: • Automated file management with intelligent form handling and PDF decryption • Auto-organize receipts with proper naming (CC_Month_Vendor_Amount) and folder structure • Reconciliation dashboard with smart matching between Form entries and Bank Statement data • Error highlighting for missing/mismatched entries • Manual sync/re-run button for accounts team • Multi-stage alert system using Google Tasks/Calendar API with email notifications • Payment confirmation workflow that marks tasks complete I've built similar financial automation systems with Form-to-Sheet workflows, PDF processing, cross-domain permissions, and Google Tasks/Calendar API integration. Questions: 1. Do you have the password lookup table format ready? 2. Which PDF library do you prefer (PDF-lib or alternatives)? 3. Bank statement format (CSV/Excel/PDF)? Ready to start immediately!

@Sahyadri96

@SahyadriTech #SahyadriTech Completed Projects: 1. Hotel Booking Management & Tracking System (Excel + VBA Script) 2. Appsheet: ERP system for textile business 3. MNGL Gas Incident Tracker & Dashboard (Google Sheets + Google Data Studio) 4. Daily Expenses Tracker (Google Sheets) 5. Option Scalping Strategy Automation (Excel VBA) 6. Nifty50 Live Option Chain Dashboard (Google Sheets) 7. Binary Trading Sheet (Google Sheets) 8. Customer Data Cleaning & Sorting Tool (Excel VBA & Python) 9. Historical Stock Closing Price Analysis for 2,600 Stocks (Excel & Python) 10. Power Bi dashboard for F1 Car racing insights 11. GOLD Loan tracking in Google sheet and Google Data studio 12. Local Taxi Tracking System (Google Sheets + Google Data Studio) 13. Appsheet Milk Drivers wages and attendance system (Appsheet + Google sheet ) Key Highlights: 1. Pay only if satisfied with the work 2. Expert in Power BI, Excel, VBA Macros, Google Sheets, Google Apps Script, and Python 3. Experience in 3 American MNCs 4. Skilled in Data Analytics, Automation, and Visualization 5. Proficient in Statistical Analysis 6. Offer Long-Term Support for all projects 7. Quick Delivery with multiple revisions I can deliver any project related to Data Analytics, Automation, and Reporting with precision and reliability.

@usamaansari786

Hi, As an esteemed Google Apps Script expert, I am elated to offer my automation prowess to your company. Having already completed over 1500 successful projects over my 15-year career, I assure you that your task management will be handled with the utmost professionalism and precision. My strong suits are exactly the skills you require for your dynamic Workspace Automation project. Not only do I have hands-on familiarity with Google Sheets, where I will create a Reconciliation Dashboard perfect for your unique application, but also possess comprehensive knowledge of Google Tasks and Calendar APIs, which facilitate an effective Task & Alert System. Furthermore, utilizing my experience with PDF libraries for password removal and cross-domain permissions knowledge, decrypting and managing your password-protected bank statements and organizing your receipts in specific folders as required will be second nature to me. My "Build Once, Automate Forever" mindset along with the AI-First approach aligns perfectly with streamlining and fully automating your expense processes. Lets have a chat warm regards Usama Ansari

@hrhelp99

Hello! I can build a complete Google Workspace automation system to manage and reconcile credit card expenses across 2 companies (15 cards), covering Google Forms uploads, Drive organization, statement handling, and a reconciliation dashboard. I will automate receipt file renaming (CC_Month_Vendor_Amount) and auto-move attachments into the correct folder structure (Company → Cardholder → Month). I will also build a Google Sheets reconciliation dashboard that matches Form entries vs bank statement transactions (Date + Amount), highlights missing receipts/mismatches, and provides a “Sync/Re-Run” button until the status becomes “NIL Mismatches”. Additionally, I can set up a multi-stage alert system (nudges + escalation + payment reminders) using email + Tasks/Calendar logic, and ensure the process stops automatically once payment is confirmed. ⏱ Timeline: This is a detailed automation project and will require approx. 3–4 weeks for complete implementation, testing, and stability. ? Budget: The scope is large, so the listed budget range may not cover full delivery. I’m flexible and can finalize the total cost after reviewing your sample PDFs, form setup, and folder structure. We can also complete this in phases to stay within budget. Ready to start immediately.

@annearcana

Hello, this is a well-defined automation workflow and exactly the type of structured system I build. I have experience designing Google Workspace + Apps Script solutions for finance teams, including receipt pipelines, reconciliation logic, and automated alerts. My approach: 1. File & Receipt Automation Optimize your Google Form for multi-cardholder input Auto-rename files (CC_Month_Vendor_Amount) Scripted folder routing (Company > Cardholder > Month) Automated PDF decryption and clean statement storage 2. Reconciliation Engine (Sheets + Script) Match Form entries with bank statements (Date + Amount logic) Flag mismatches, missing receipts, and bank-only charges Re-run button for sync until “NIL mismatches” is achieved 3. Task & Alert System Track statement + due dates per card Multi-stage email alerts (nudge → escalation → payment reminder) Auto-close tasks once payment confirmation is checked Key principles: clean, maintainable Apps Script code transparent sheet structure and logs scalable setup for additional cards or companies Deliverables: fully working automation system documented sheet structure + script overview I can deliver a robust, reliable workflow tailored to your finance process. Best regards Ann-Christin