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86c8eurk1 Add Cover Auto-Create Expense Entries from Unmatched Credit Card Statement Transactions

Currently, credit card statements are only used to match existing invoices. We propose extending this functionality to also extract individual transactions directly from the statement and automatically create basic expense entries (date, amount, merchant) for transactions that do not have a matching invoice. This would allow users to automatically include subscriptions, recurring charges, and other automatic payments in their reports without having to manually add them to the Google Sheet report. The feature should: Parse credit card statements as it already does for matching Identify unmatched transactions Create basic expense records (date, amount, merchant name) Clearly mark these entries as “statement-based” or “no invoice attached” This would significantly reduce manual work and ensure more complete financial reporting.

Pavel Yankovskiy 6 days ago

Allow switching Google Drive accounts or disabling Drive sync

Allow users to switch the connected Google Drive account or temporarily disable syncing without fully reconnecting the integration. Currently, changing accounts or pausing sync requires deleting and reconfiguring, which is disruptive. Built-in controls for account switching and sync management would make workflows more flexible and efficient.

Pavel Yankovskiy 25 days ago

Auto-create and assign tags from extracted invoice fields (e.g., PO number)

It would be very helpful to create automation rules that use extracted invoice data to automatically generate or assign tags. For example, many invoices include a PO number in the document body. The desired workflow would be: Tailride extracts the PO number from the invoice If a tag with that PO number already exists → automatically assign it to the invoice If it doesn’t exist → automatically create a new tag and assign it Currently, PO numbers (and similar custom/extracted fields) are not available as rule inputs, which limits automation possibilities. Enabling rules to reference extracted fields would make invoice organization and filtering much more scalable, especially for high-volume workflows. This feature would allow dynamic tagging based on invoice metadata, reducing manual work and improving consistency.

Pavel Yankovskiy 25 days ago

Webhook Notifications for Processed Invoices

Allow Tailride to send a webhook whenever an invoice is processed. This would enable real-time integration with external systems, such as custom accounting software, allowing businesses to automatically receive invoice data as soon as it’s extracted. Currently, users must manually export or download invoice data, so this feature would significantly streamline automated workflows.

Pavel Yankovskiy About 2 months ago

Sync Previously Excluded Invoices to Google Drive When Included

Currently, only newly detected invoices are uploaded to Google Drive. Invoices that were previously marked as Excluded and later moved to Included are not synced. Add support for syncing these existing invoices to Google Drive (automatically on status change or via a manual “Sync to Google Drive” action) to avoid missing historical documents.

Pavel Yankovskiy About 2 months ago