Run a business
Bank payments to invoices
Bank file in. Invoices matched. You still mark paid.
shared by @mathiasnoyez ↗
How it's set up
They posted that they uploaded bank payments and matched them to Teamleader invoices, saving two hours. We have the tweet. We do not have the bank file we audited.
- 01Export the bank payments you already have. Upload that file. Do not invent a payment.
- 02Connect Teamleader read-only first. The bot proposes matches.
- 03You confirm each match. Then mark paid in Teamleader yourself the first month.
- 04Write the hours you did not spend.
- 05Stop if a match looks forced. Leave it unmatched for you.
Prompt
We cannot write an honest starter prompt from what was published. Use the steps above.
How the money works
Two hours back on matching is two hours you do not pay someone else for. First proof is one bank export matched to real Teamleader invoices you checked — not a bigger savings number.
What to try first
This week: one bank export, proposed matches only, you confirm in Teamleader.
Watch out
- Tokens: cap the run so one desk does not burn the week.
- Time: one checked result beats a pile you did not review.
- Claim: Two hours saved is what they posted. We did not clock it. Not a public install.