PaperAgent / Document workflows
Keep freelance receipts out of your month-end backlog.
Client work can leave little time for filing software receipts, travel documents and supplier invoices. Give those files a dedicated source folder and a repeatable route into your monthly records.
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For freelancers who manage their own business documents alongside client work.
Your setup
Start with one document.
01
Create a business source folder
Keep personal records elsewhere and place incoming business receipt files in the source you select.
02
Start with two categories
Configure common merchants for Software and Travel, or the categories your workbook already uses.
03
Review your first batch
Check proposed folders, amounts and exceptions. Enable daily processing after the sample results match your needs.
In practice
Know what happens to your files.
Collect business documents in one deliberate place.
Choose a Google Drive source folder for documents ready to be reviewed and filed. Put the files there yourself as they arrive. PaperAgent processes that folder; it does not collect attachments from your email or fetch receipts from merchant accounts.
Keep personal purchases outside the watched source. If a receipt contains both personal and business items, confirm how it should be handled before recording an amount. A merchant match identifies a route, not whether a purchase is a business expense.
Use categories that match your existing records.
Start with a few familiar categories, such as Software and Travel. Match merchants or document text to those categories, choose a date basis and configure the amount role. Preview a sample from each category before enabling daily processing.
Use standalone PaperAgent if you already invoice elsewhere, or the included unlimited reads if you have InvoiceAgent Pro. Your document workflow can remain the same whichever access option fits your business.
Leave time for exceptions, not every routine receipt.
Check the review queue for unclear amounts, duplicate copies or foreign-currency payments. Remember stable routing choices for recurring merchants so the next matching document can reuse the category and field selection.
A new receipt still supplies its own date and amount. Once filing is complete, compare the recorded documents with your own purchase records and resolve gaps before using the spreadsheet for reporting.
Questions before you start
Will PaperAgent fetch my receipts from email?
No. Place files in your configured Google Drive source folder. Email attachment collection and merchant account imports are not part of this workflow.
Can I keep my existing invoicing app?
Yes. Standalone PaperAgent handles the document workflow without requiring a paid InvoiceAgent subscription.
Does the category prove an expense is business-related?
No. Categories organize your chosen records. You still need to review the purpose and treatment of each purchase.
Preview your own document workflow.
Choose one source folder. Check the proposed destination and recording choices before enabling daily processing.
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