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Document Ingestion

by @samledger67-dotcom

Process raw accounting source documents (PDFs, CSVs, bank statements, invoices, receipts) into standardized transaction records for QBO import. Use when batc...

Versionv1.0.2
Installs1
πŸ’‘ Examples

# Process a directory of mixed documents
python3 scripts/pipelines/document-ingestion.py \
    --slug sb-paulson \
    --input-dir ~/Downloads/month-end-docs

Single file

python3 scripts/pipelines/document-ingestion.py \ --slug sb-paulson \ --file ~/Downloads/invoice_march.pdf

Multiple files + custom output dir

python3 scripts/pipelines/document-ingestion.py \ --slug glowlabs \ --file ~/Downloads/stmt.csv \ --file ~/Downloads/payroll.csv \ --out ~/Desktop/ingested

Offline mode (no QBO auth needed)

python3 scripts/pipelines/document-ingestion.py \ --slug sb-paulson \ --input-dir ./docs \ --no-qbo-coa

QBO sandbox

python3 scripts/pipelines/document-ingestion.py \ --slug sb-paulson \ --input-dir ./docs \ --sandbox

All CLI Flags

| Flag | Default | Description | |---|---|---| | --slug | required | Company slug (QBO + client vendor map) | | --input-dir | β€” | Directory of docs to process | | --file | β€” | Single file (repeatable) | | --out | ~/Desktop | Output directory | | --no-qbo-coa | false | Use built-in COA only (offline) | | --sandbox | false | QBO sandbox mode |


View on ClawHub
TERMINAL
clawhub install document-ingestion

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