Q: Can below user case be solved by Logic Sheet?
Hi, I am a small business owner in healthcare.
I shadow invoice on G sheets, to track my hours. Then at the end of the month, I log onto my client's website, to actually bill for the hours. The client then generates a Paid Receipt, and deposits money into my account. My question is, can this add on automate this: log into my client's website where it generates the Paid Invoice, and then be downloaded back into my G Sheets, to be reconciled against my shadow invoice, to be sure I was paid the correct amount? I have 10+ client each month, and I find this process tedious.
Extra ask, can the same Add On log into my bank (or I can upload the CVS from my bank account), then automatically double check that the actual correct corresponding deposit has occurred?
I hope I made sense...
Much thanks!!
Wen from Canada
Wei_Sheng
Jan 3, 2025A: Hi Wen,
Thanks for your questions!
Regarding your second question about reconciling financial data and invoices, currently, Logic Sheet does not have the capability to autonomously reconcile financial data by logging into your bank or directly pulling data from external financial systems or websites. The reconciliation processes you described would typically require more sophisticated integrations or manual data uploads, like CSV files, into Google Sheets.
Logic Sheet can help automate and manage tasks within your spreadsheets, such as processing data that's been uploaded or transforming datasets, but not fetching the data from websites that require logging in.
Please let me know if you need assistance with automating any spreadsheet processes or have any other questions!
Best,
Wei