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Industry: Furniture Business & Financial Operations

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An automated business workflow that extracts furniture invoices from PDF files, records bank income and expenses in Google Sheets, reconciles customer payments, tracks outstanding balances, and creates fiscal receipts through the Checkbox API.

Context

The furniture business processes custom orders using PDF invoices generated by an accounting system.

For every order, managers need to control:

• invoice details;
• customer information;
• products and services;
• delivery conditions;
• advance payments;
• remaining balances;
• actual bank transactions;
• business income and expenses;
• fiscal receipt creation and delivery.

Previously, these operations required manual work across Telegram, PDF files, online banking, Google Sheets, and the Checkbox fiscalization portal.

The goal was to combine these tools into one controlled workflow in which financial transactions are recorded centrally and fiscal receipts are created only after an actual customer payment is confirmed.

Problem

The original process created several operational challenges:

• invoice data had to be copied manually from PDF files;
• long product descriptions could be lost or truncated;