Your contractor emails four invoices at the end of the month. Each one has a dozen line items mixing labor and materials across roofing, siding, drywall and MEP. To get that into your project budget properly you have to open each PDF, retype every line, pick a category for each one, work out how the sales tax splits across items, upload the PDF as a receipt, and then link the receipt to the right transaction.
It takes the better part of an hour. So most investors do the fast version instead: one lump expense, category Repair Costs, receipt filed somewhere they will find later. The budget still balances, but the moment you want to know what roofing actually cost you compared to what you estimated, the detail is gone.
This recipe does the slow version at the speed of the fast one.
You give your AI assistant (Claude or ChatGPT) the invoice files and tell it which property they belong to. From there it works the way a careful bookkeeper would.
It reads each invoice the way a person does, pulling out the vendor, the date, the invoice number and every individual line. It finds the matching project in your workspace by address. It uploads the original PDF and files it as a receipt, so the paper trail stays intact and you can always open the source document later.
Then it creates the expense and enters each line from the invoice separately, marking whether it was labor or materials and assigning it to the closest category your project has. It hands the sales tax to FlipperForce rather than working out the split itself, so the tax lands on each line in the correct proportion.
When it finishes, it gives you a summary of every invoice and a combined total to check against the paperwork in front of you.
What it will not do: this recipe only adds new records. It does not edit or delete anything already in your project. Everything it creates appears in your Expense Tracker exactly like an expense you entered yourself, so you can review it, correct it, or remove it at any time.
I am attaching contractor invoices for my FlipperForce project at [PROPERTY ADDRESS].
For each invoice, please:
When you are done, give me a summary table of each invoice, its line item count, and its total, plus a combined total I can check against the invoices. Flag anything you were unsure about rather than guessing.