BUILD AN AI INBOX THAT AUTOMATICALLY CAPTURES BILLS INTO EXCEL (Patreon)

Imagine opening your expense workbook and finding your latest bills already entered for you.

Most of us don't mind bookkeeping itself—we mind the endless copying, pasting, checking, and rechecking. It isn't difficult work, but it quietly steals hours every month and makes mistakes almost inevitable.

In this new training, you'll learn how to automate that entire process. Your inbox becomes the starting point, AI extracts the information you actually need, and Excel receives organized expense records without the usual manual work. It even recognizes receipts hidden inside PDF attachments and photographed paper receipts while ignoring newsletters and promotional emails that don't belong in your books.

One thing I think you'll enjoy is seeing how the automation asks a few simple setup questions first instead of expecting complicated configuration. Once that's done, it knows how to work with your own inbox and your own spreadsheet—not just mine.

The training includes a complete walkthrough and downloadable resources so you can build everything yourself without guessing.

Your early access is ready below. I think this is one of those workflows you'll start using almost immediately.

▶️⁠ Feel free to watch the full training video on YouTube.

👉⁠ Make sure you download the workbook, PDF codebook, and the training resources in the files below.

I would love to hear your feedback, ideas, and suggestions on any upcoming videos as well, so make sure to comment below as I read every comment.

I look forward to hearing from you and I hope you enjoy the training. Thank you.