📋Sheets API Integration📊14 Structured Columns🔄Idempotent Row Updates

Every Invoice, a Row in Your Spreadsheet — Updated in Real Time.

Connect Google Sheets via OAuth and Inbox Ledger appends a 14-column row for each extracted invoice: date, vendor, amounts, tax, tags, source, and more. Rows update in place when invoices are re-extracted, and the spreadsheet recreates itself if deleted. Your team gets a living invoice ledger with zero manual entry.

Key Google Sheets Export Capabilities

Built-in functionality that eliminates repetitive document tasks

14-Column Structured Schema

Each row covers Date, Type, Vendor, Number, Currency, Subtotal, Tax, Discount, Total, Status, Tags, Source, Filename, and Document ID — headers created automatically.

Real-Time Row Append

A new row appears the moment AI extraction completes. No manual trigger, no scheduled batch — invoice data flows to the spreadsheet continuously.

In-Place Row Updates

When an invoice is re-extracted or corrected, the existing row is located by Document ID and updated in place. No duplicate rows are created.

Spreadsheet Auto-Recreation

If the linked spreadsheet is deleted from Drive, Inbox Ledger creates a new one with the correct header row and resumes appending from the next extraction.

Spreadsheets + drive.file Scope

Inbox Ledger requests only spreadsheets and drive.file scopes. It can access only the spreadsheet it creates — your personal files remain private.

Standard Sheets Collaboration

Share the auto-generated spreadsheet with team members, external accountants, or stakeholders using standard Google Sheets permissions.

Data Columns in the Spreadsheet

AI identifies and extracts data from every supported format

Invoice Header Fields

Date, vendor name, invoice number, document type (invoice / receipt / credit note), and current processing status for each extracted document.

Financial Amounts

Currency, subtotal, tax amount, discount, and total — formatted as numbers for spreadsheet calculations, pivot tables, and chart generation.

Tags & Category Labels

Applied tags populate a dedicated column, enabling spreadsheet-native filtering, grouping, and spend-by-category analysis.

Source & Filename Traceability

The originating email account, vendor portal, or upload method and the original filename are recorded for full audit-trail traceability.

Document ID for Deduplication

A unique Document ID column serves as the idempotent key — re-extracted invoices update the matching row rather than appending a duplicate.

Sortable, Filterable, Pivot-Ready

All 14 columns support native Google Sheets sorting, filtering, and pivot table operations for custom reporting views.

How It Works

From connection to first extracted invoice in under five minutes

1

Authorize Google Sheets via OAuth

Click "Connect Google Sheets" and sign in with your Google account. A new spreadsheet with a pre-configured header row is created in your Drive automatically.

2

Toggle Automatic Export On

Enable automatic append in the integration settings. Every newly extracted invoice will add a row to the spreadsheet in real time.

3

Data Flows as Invoices Are Processed

New rows appear continuously. Re-extracted invoices update their existing row. The spreadsheet always reflects the latest extraction state.

4

Analyze, Report, and Share

Build formulas, pivot tables, and charts on top of the live data. Share the spreadsheet with anyone who needs visibility into your invoice pipeline.

Who Benefits Most

Designed for finance professionals and teams managing high-volume documents

🏢

Teams Without Accounting Software

Businesses that have not adopted QuickBooks or Xero get a living invoice ledger in Google Sheets — sortable, filterable, and sharable at no extra cost.

📊

FP&A and Reporting Teams

Finance teams build custom reports, pivot tables, and dashboards in Sheets using auto-populated, structured invoice data — no CSV exports needed.

💼

Freelancers & Their Bookkeepers

Freelancers share a live spreadsheet with their bookkeeper or accountant, providing real-time visibility into every business invoice.

See Google Sheets Export in Action

Set up in under 5 minutes and let AI handle the busywork.

10 free invoices on signupNo card needed to startFlexible — cancel anytime

Frequently Asked Questions

There are 14 columns: Date, Type, Vendor, Number, Currency, Subtotal, Tax, Discount, Total, Status, Tags, Source, Filename, and Document ID. The header row is created automatically on first connection.

Inbox Ledger detects the missing spreadsheet and creates a new one with the correct headers. Future extractions append to the new spreadsheet. Previously exported rows are not retroactively re-populated.

Yes. Add any columns to the right of the 14 standard columns. Inbox Ledger writes only to columns A through N and will not overwrite or shift your custom columns.

Each row carries a Document ID. When an invoice is re-extracted, Inbox Ledger searches for the row with the matching Document ID and overwrites it. If no match is found, a new row is appended.

Yes. It is a standard Google Sheet with full real-time collaboration. Multiple users can view, filter, and add their own analysis simultaneously.

No. Appending data to Google Sheets does not consume credits. Credits apply only to AI extraction. The Sheets integration is included in all plans.

Yes. Google Drive export handles PDF file archival. Google Sheets export handles structured data rows. Both integrations run independently and can be enabled simultaneously.