Streamline Your Invoice Handling for Real Estate

Invoice handling for Real Estate

feature this you run a real estate business and you have tons of manual tasks such as managing invoices and copying pasting the invoice data into your CRM these invoices come from everywhere from people from companies from other contractor and they all land into your email and each of this invoice has to manually validate it and approved by purse and each of these invoices has to be manually validated by human and manually added to Sierra and it's really time consuming old way of doing things and it's like really using flip phones when everyone have smartphone and that's where our solution comes to rescue hey there my name is fad and welcome to my channel for those who doesn't know who I am I am exio of software development company helping real estate businesses to optimize work processes smoothly and now I own AI automation agency that helped real estate businesses to integrate a automation to their business flows let's take a moment and understand what our solution is designing so businesses especially in estate sector are dealing with hundreds of invoices daily they come from service providers contractors suppliers and often send to generic company email every single invoice requires human time to check for accuracy and then manually enter into Sierra it's time consuming error prone and frankly protest tag in the past our solution tackles this issue has about optimizing invoice distracting we're not only eliminate the risk of human error but save countless hours that would be spent for entering this data manually no more late nights hunched over spreadsheets no more warnings about invoice sleeping through the cracks with hours Upper integration of Gmail Google Drive Nano Nets and Google sheet invoices are seamlessly scanned validated and entered to CRM it's efficient it's precise and more report more importantly it's efficient it's precise and more importantly it gives business freedom to focus on the more important things what is scroll with this solution our AI automation agency can bring the real value to the business world it's not just trendy tactics but truly game changers that improving the workflows and boost productivity and that's my friend power of AI and automation okay this is how ours app looks like I have more details on that will be later in the video so stay tuned now I'm sending an email with invoice to see what we got I prepared the invoice with datum so here I send the email to my private admin account and also I have to mention the invoice word in the subject more on this later and I hit send and after exactly realizes that there is a new email with attachment it analyzes and adds to Google Sheets with this data as you see and also it adds to invoices folder also very important that it adds the URL here so we can actually take a look there and that's it this is how it works by the way Google Sheets is just for showcase actually in the future your client you would probably want to integrate this into CRM comment below if you want me to create a video how I do this actually for CRM do you like this video so far give it a like it doesn't cost you anything but it means a world for me thank you let's talk about whizband called Nano Nets this is awesome to like a super magnet that gets all important stuff from the our invoices it's like having a pile of puzzle pieces and we're looking for that final piece finish our picture finding would be tricky and slow right but with nonetheless it's a cinch it swoops in finds a piece and helps us to finish the puzzle fast why we need none on that this is our super powerful tool that helps us to manage all of this wild world of invoices the cool thing is gives us 500 files to handle for free yep you hear right free as a bird and getting started is pretty easy you just sign up and you get access to the dashboard and also you can upload your invoice and see how it finds the correct data in their invoice and here we see the how it finds the data so here we have fields and values to this which is insane and here in the middle we have our invoice which is speeding up and on the right we have the data what this tool find for us and you may ask where is the trick and trick is that this is a AI part of the our intake immigration it grabs all important data and show up to us in the technical world it's called parsync but all you need to know is this tool is like detective finds every single important information for us okay and now let's go to our zap integration let's go buy every single step I will show you what I implemented here so first step is Gmail integration and we are looking for event new attachment what means is we're not only get triggered when any email comes in we are triggers we triggers only when email has attachment on the trigger will look only for unread messages and search string must be subject invoice sir string is the same thing what you would do searching in your Gmail inbox here we have additional filter that process will not come through if there is no attachment in the email next we have not known as integration we're connecting the account you need API key from the Nano net and this is how you wanna look for this and you can find this key over here in your dashboard here under account info you have API key so basically when you are going to sign in it will ask you only for this key so you just copy and paste and then it will sign in in the action drop down we have file so we choose the attachment and also we select application ID it will out of next step is that we are uploading files to Google Drive so obviously when this upload the file an action is that we are selecting Google drive here as a drive also we selecting the folder where do we want to store our invoices and also we select the file attachment here we give the custom name if you want but it's not necessary by default it provides the original name and last part is that we are creating the row in the Google spreadsheet so in action we select drive we select a spreadsheet we select sheet and also we map every single field we want to add so for example I have here a number amount due date supplier name and invoice URL and here I go one by one clicking so here is number invoice number and I select one by one here and also provide URL and that's it we optimize it very time consuming task the draft invoice from the inbox extract all the data we need for invoices and store this into CRM in our case this is Google sheet and value to the business is clear we minimize it at least of human error and let people who was working on this manual task to focus on another aspect of their business thank you for watching check this video where I built the chatbot with real API integration bye