Turn messy expense data and invoices into structured financial dashboards automatically using AI-powered data parsing.
💡 Overview
Bookkeeping is manual and prone to error. This guide shows you how to use ChatGPT-4o to read receipt photos or CSVs and categorize them into a professional Airtable financial dashboard. Perfect for founders in high-tax regions like Australia or the UK who need clean records for compliance.
Create an Airtable base with 'Category,' 'Amount,' 'VAT/Tax,' and 'Merchant.' Use an Airtable Automation to trigger a script every time a new row is added.
Connect ChatGPT via Make.com. The AI will look at the merchant name and amount, then automatically assign it to the correct tax category based on your local regulations.
Our $499 Setup Includes:
✅ Custom Airtable Finance Template.
✅ Make.com receipt-to-ledger automation.
✅ Integration with Slack for 'Low Balance' or 'High Expense' alerts.
