Use two AI passes to create an invoice review sheet
At a glance
GetSheetAI's creator used a follow-up request to separate duplicate invoices from amount discrepancies in Excel. This workflow is listed under Money & Bills, Spreadsheets, Office Work.
- Agents / tools
- GetSheetAI, Microsoft Excel
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What they did
1) Open an invoice workbook in Excel with GetSheetAI available; the demonstrated workbook contained 3,000 synthetic invoices. 2) Ask the assistant to identify duplicate invoices and incorrect totals, write the candidates onto a new worksheet, and preserve the original data. 3) Inspect that first output. In the demo, dates appeared as serial numbers and the duplicate category mixed exact copies with different-amount records. 4) Follow up in the same workflow: request readable date formatting, separate exact duplicates from amount anomalies, and include expected totals plus the differences. Finish with the resulting worksheet as a review queue, retaining the original workbook for comparison.
How it went
The demo produced 19 records for review after both requests.
Worth knowing
The invoices were synthetic. Flagged records were candidates for investigation, not proof of erroneous payments or money recovered.
