PaperAgent

PaperAgent / Document workflows

Bring receipt amounts into the sheet you already use.

Stop copying every amount by hand. PaperAgent reads financial documents, proposes the fields to record and writes confirmed amounts to a Google Sheets ledger or configured input cells.

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For freelancers and small businesses keeping financial records in Google Sheets.

Your setup

Start with one document.

  1. 01

    Choose your spreadsheet output

    Select or create the Google Sheet. Choose a ledger, mapped existing inputs, or both.

  2. 02

    Configure fields and input ranges

    Set the recording currency and amount role. Map each period and category to suitable empty input cells if using an existing workbook.

  3. 03

    Review the proposed amount

    Verify dates, credit-note signs and payment evidence. Preview the write before enabling daily processing.

In practice

Know what happens to your files.

Choose a ledger, existing inputs, or both.

Select an existing Google Sheet by link or ID, browse for one, or create a sheet during setup. The ledger provides a fixed document record with original and recorded currencies, payment evidence, document ID and a Drive link. Existing input mode fits a workbook that already has category and period sections.

Existing inputs need explicit mappings for the period, category, worksheet, row range and columns. Use empty input rows rather than formula cells. A summary mapping needs a separate automation-owned cell; do not point it at an existing manually maintained total.

Record the amount that fits the document.

Decide whether your rule should use gross total, net total, tax or another supported amount role. A receipt's largest printed number is not necessarily the value you intend to record. Check the proposed amount, date, document type and category in the preview.

A credit note needs its sign and type checked. Statements and certificates can be archived without recording an amount. PaperAgent does not turn bank statements into transaction lists or independently decide the accounting treatment of a document.

Configure currency without inventing conversions.

Set the recording currency per workflow using a three-letter currency code such as ZAR, USD, EUR or GBP. A document in that currency can use its selected amount directly. A document in another currency needs a confirmed actual payment amount and supporting evidence in the recording currency.

PaperAgent preserves the original amount and currency in the ledger. It does not estimate an exchange rate or reuse a previous payment amount. Missing mappings, protected cells, formula cells, full ranges and uncertain totals require review. Keep automation-owned inputs separate from manual edits during a run.

Questions before you start

Can I use an existing Google Sheet?

Yes. Choose an existing sheet and configure a compatible ledger or map the period and category input cells. You can also create a new sheet during setup.

Is the recording currency always ZAR?

No. ZAR is the initial default, but each workflow can use a configured three-letter currency code. Documents in another currency need a confirmed actual payment amount and evidence in the recording currency.

Will PaperAgent overwrite spreadsheet formulas?

Formula and protected cells are not suitable input targets. Configure empty ranges or a separate automation-owned summary cell. Blocked writes require review.

Preview your own document workflow.

Choose one source folder. Check the proposed destination and recording choices before enabling daily processing.

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