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Instantly Transcribe Receipts

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Introduction

Keeping track of all the spending your business does can be an ongoing challenge, especially if you and your employees are continuously making small purchases on a daily basis. With the combination of physical and digital receipts that you accumulate over time, it takes time to transcribe these receipts into a format that is easily accessible to those who need to reference this information. With the help of Byron Structured tasks, we can automate the process of digitizing and transcribing these receipts in a way that scales with your business. Using the power of real assistants, we can convert all the information needed from these receipts and push it to thousands of tools and services you use for your business. Following these simple steps, you can establish what information you need transcribed when you submit a receipt and have that data integrated anywhere that you need it. Here is how you can get started incorporating Byron into your workflow.

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What Are Structured Tasks?

With Byron’s structured task feature, you can automate almost any type of busy work that requires a human. The feature is designed so that you build out an automated process once then can trigger Byron to do the work at any point in time. Watch the video on how it works.

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Step 1: Setup Assistant Instructions

ASSISTANT INSTRUCTIONS TEMPLATE

Please transcribe the total amount of this bill including tip.

Image:

Receipt URL

EXAMPLE TASK WITH MAPPED DATA:

Please transcribe the total amount of this bill including tip.

Image: www.dropbox.com/imagelink

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Step 2: Setup Response Fields You Want Back From Byron

Add fields and description on how you want your task completed. Below is an example of how you would set up the fields and instructions.

FIELD NAME

Receipt Total

ASSISTANT FIELD DESCRIPTION

Please list the receipt total including tip.

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Step 3: Add Data/Tasks

There are two ways that you can send new data/tasks to your Structured Project. You can either upload a CSV file of your variables that you set in Step 1, or you can fire off tasks via Zapier. Below are some popular Zapier integrations that align with this blueprint example.

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New image uploaded to DropBox, send to Byron to transcribe. Then add a new row to Google Sheets.

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New image uploaded to DropBox, send to Byron to transcribe. Then add it to Quickbooks.

Through Zapier, you can hook up over 1000+ integrations. Need help with setting things up? Chat with our specialist team to help you set up a custom integration.

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Output From Byron

If you follow the template above Byron would provide a sample output like:

Receipt Total
=

$17.81

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Getting Started With Byron

How to get started...

1

Create a Byron account

2

Create a Structured Project with the instructions and snippets above

3

Send data to Byron via Zapier of by uploading a CSV of data

4

Integrate Byron's responses to over 1000 tools via Zapier

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