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Reconcile payment advices in Google Sheets

Customers send payment advices or remittance notices. The AI extracts payer, payment date, amount, bank reference and the invoice numbers settled, and appends a line to a Google Sheets reconciliation tab with a "To match" status. Your accountant ticks the match against the bank statement: nothing is marked paid automatically.

By
Loop & Roll team · Official
Copied
0 times
Steps
4
Version
1 · 18 October 2026
Requires
Loop & Roll 1.0.0 or later

Workflow graph

Reconcile payment advices in Google Sheets Hover a node to see its role · Drag to move the graph
Payment advice received — Email receivedPayment advice recei…Email receivedRead the attachment — Read attachmentsRead the attachmentRead attachmentsExtract the payment — ExtractExtract the paymentExtractModelAdd to the reconciliation tab — Sheets — append a rowAdd to the reconciliat…Sheets — append a rowOpenAI — OpenAI (GPT)OpenAIgpt-5-mini
Reconcile payment advices in Google Sheets

How it works

  1. 1

    Payment advice received

    trigger.email

  2. 2

    Read the attachment

    attachment.extract_text

  3. 3

    Extract the payment

    ai.extract

  4. 4

    Add to the reconciliation tab

    google_sheets.append

What you will fill in after import

Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.

Connections to choose
Add to the reconciliation tab · credential (gmail_oauth) OpenAI · connection (llm_provider)
Folders, calendars and other resources to choose
Add to the reconciliation tab · spreadsheet

See also

More in Data extraction

All templates