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Project Title Automate Invoice Reading and WhatsApp Invoice Sending from PC Folder Project Description I need a one-time automation setup for sending invoices to customers through WhatsApp. Currently, invoices are generated as PDF files and saved in a specific folder on my Windows PC. I want the following process to be automated: 1. Monitor a specific folder on my PC for new invoice PDF files. 2. When a new PDF is added, read the first page of the invoice using OCR/Python. 3. Extract important information from the invoice, such as: - Customer Name - Mobile Number - Invoice Number - Invoice Date - Invoice Amount - Any other required information available on the first page 4. Prepare a predefined WhatsApp message using the extracted information. 5. Send the message to the customer's WhatsApp number. 6. Send the same invoice PDF as a WhatsApp document attachment. 7. After successful sending, the system should record/mark the invoice as processed so that the same invoice is not sent twice. 8. If OCR fails or any required information is missing, the system should show/log an error instead of sending an incorrect message. Example WhatsApp Message Hi [Customer Name], Your invoice [Invoice Number] dated [Invoice Date] for ₹[Invoice Amount] has been generated. Kindly make the payment and share the successful payment screenshot on this same WhatsApp number. Thank you! The actual message format can be finalized during development. Important Requirements - Windows PC - Invoice PDFs are stored in one specific folder. - OCR should work with the existing invoice format shown in the attached examples. - The system should be reliable and easy to use. - Ideally, after the initial setup, I should not need to manually run the process for every invoice. - Duplicate sending must be prevented. - I need a simple error/log system to know if any invoice was not sent successfully. WhatsApp The solution should use the official WhatsApp Business/Meta WhatsApp API or another reliable compliant method. Please clearly mention: - What WhatsApp API/method you will use. - Whether Meta/WhatsApp approval is required. - Whether message templates are required. - Any Meta/WhatsApp charges that I will have to pay separately. One-Time Setup I am looking for a one-time development/setup, not a monthly maintenance package. Please provide: 1. One-time development cost. 2. Any third-party/API charges separately. 3. Any software/service subscription charges separately. 4. Estimated development time. 5. What support/warranty is included after delivery. Deliverables I need the complete working automation, source code, setup/configuration instructions and a short handover/training session. The automation should be installed and tested on my Windows PC using my actual invoice format before final delivery. Please quote your price for the complete one-time setup.
Project ID: 40744656
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74 freelancers are bidding on average ₹9,174 INR for this job

Hello Sir, I am software developer with 7+ years of experience from Bangalore having extensive experience in Watsapp API automation.I will do this one time setup as mentioned. Let’s connect
₹12,500 INR in 3 days
6.5
6.5

Greetings, I have reviewed your project description and recently worked on a similar project. I believe I can help you deliver this successfully. Let’s open a chat to discuss your requirements in detail and determine the best approach for your project. Regards
₹10,000 INR in 1 day
5.6
5.6

I can build a lightweight Python background service that monitors your Windows folder, extracts invoice data via PyMuPDF/Tesseract, and dispatches the message and PDF via WhatsApp automatically. ✅ Windows folder watcher using Watchdog to process new PDFs instantly, moving them to /Processed or /Failed folders with SQLite tracking to prevent duplicate sends ✅ Regex-based structured data extraction (Customer Name, Phone, Invoice Number, Date, Total Amount) with strict validation checks before firing any API call ✅ Integration with official Meta WhatsApp Cloud API using pre-approved utility message templates and media upload endpoint, keeping your business number safe from bans ✅ Meta charges apply per utility conversation (approx ₹0.35-0.45 per conversation in India, billed directly by Meta); template approval takes 5-15 minutes inside Meta Business Manager ✅ 10+ years production experience | 400+ completed projects | 320+ five-star reviews ✅ Microsoft® Certified: MCSA | MCSE | MCT & cPanel Certified (CWSA-2) Are your invoices digital text-based PDFs generated by software like Tally or Zoho, or are they scanned paper image files? I can deliver this in 1 day for 7500 INR and can jump on it right now.
₹7,500 INR in 1 day
5.4
5.4

Hey, Folder watch, OCR and WhatsApp sending is right up my alley (Python automation is what I do daily). Here's how I'd build it: - A background watcher checks your invoice folder. Each new PDF's first page is read (text layer first, OCR as fallback) for name, mobile, invoice no., date and amount. - If anything is missing or looks wrong, nothing is sent. It goes to an error log instead. - Message + PDF are sent through the official WhatsApp Cloud API (Meta). Every sent invoice is saved in a local database, so duplicates can't happen. - Starts automatically with Windows, so no manual running. On Meta's side: you need a Meta Business account, a WhatsApp Business number and business verification. Since customers haven't messaged you first, an approved message template is required (utility type, usually approved quickly). Meta charges per template message, billed directly to you, separate from my fee. I'll guide you through the whole setup. Price: $180 one-time, ready in 4-5 days. No monthly fee from my side. Includes install and testing on your PC with your real invoices, source code, setup guide, a short training call and 30 days of free bug-fix support. Two quick questions: roughly how many invoices go out per day, and do they all come from the same software/layout? Send me 2-3 sample PDFs and I can start right away. Shall we chat? Muhammad Muneeb
₹7,000 INR in 2 days
5.6
5.6

Hi, I am Jaimish — a Python developer with 7+ years of experience in automation and OCR, and I can build your automated invoice processor that reads invoices from a PC folder and sends them via WhatsApp. I will create a Python application that monitors a designated folder for new invoice PDFs and images. I will implement OCR using Tesseract or EasyOCR to extract invoice data including invoice number, date, amount, and customer details. I will build a data extraction pipeline that handles various invoice formats and validates extracted information. I will integrate the WhatsApp Business API to send invoices automatically to customers with personalized messages. I will add error handling for failed OCR readings and delivery issues with retry logic. I will create a simple configuration file for folder paths, WhatsApp credentials, and message templates. I will implement logging to track processed invoices and delivery status. I will ensure the system runs reliably in the background and handles multiple invoices efficiently. I communicate clearly with regular updates and can start immediately. Let me know your preferred invoice formats, and I will get started right away.
₹7,000 INR in 7 days
4.6
4.6

With over 9+ years of experience in web and mobile app development, I am well-versed in automation and software development with the use of Python, making me an ideal fit for your project. In terms of WhatsApp integration, my expertise includes using official WhatsApp Business/Meta WhatsApp APIs or any other reliable compliant method. I completely understand the importance of reliability and ease of use in this particular project and can assure you that the solution I will develop will meet these criteria. I'm also no stranger to implementing OCR technology as required for this project. Specifically, with regards to invoice processing like yours, my proficiency in Python and its related libraries will allow me to automate the process of reading invoices from a specific folder on your Windows PC using OCR. I'll then code the program to extract necessary details such as customer name, invoice number, invoice amount etc., all in line with your existing invoice format. Furthermore, my dedication to providing long-lasting solutions extends far beyond delivery. In this case, I would guarantee a comprehensive training session and provide detailed instructions on both the setup/configuration of your new automated system and on how to resolve minor issues should any arise. You can rest assured that once your set up is complete, there'll be no need for monthly maintenance as you desire. I can't wait project!
₹17,000 INR in 7 days
4.6
4.6

Hello, I read your brief on "Automated Invoice Processor and Sender" and this is squarely what we do. We run the Meta WhatsApp Business Cloud API in production — signature-verified webhooks, template lifecycle, the 24-hour service window and delivery/read tracking — for our own clients' order notifications. How I would approach it: 1. Confirm the endpoints, credentials and the exact trigger. 2. Build the integration with retries and error logging. 3. Run it against real data with you watching, then hand over. Price: 7000.0 INR fixed, delivered in 1 days. One question so I quote you accurately rather than guess: do you already have API access/credentials for both sides, or should I include obtaining them in the scope? AIT Systems — software company since 2010, 4.9 stars over 72 projects here, 100% on time and on budget. Ahmed
₹7,000 INR in 1 day
4.7
4.7

Hi I can build this as a Windows Python automation that watches the invoice folder, extracts customer/invoice details using PDF parsing + OCR, validates required fields, prevents duplicates, and maintains clear processing/error logs. For sending, I’ll use the official Meta WhatsApp Cloud API, including PDF attachment handling and approved message-template integration; Meta account/template approval and Meta messaging charges are separate and paid directly by you. I have relevant PDF/OCR and document-processing experience with Python, Tesseract and automated extraction workflows; I’ll provide source code, Windows setup, testing with your invoice format, documentation and handover. Thanks Anshuman
₹10,000 INR in 7 days
4.4
4.4

Hi, I can build your complete Windows invoice automation that watches a folder, reads each new PDF, extracts customer/invoice details, sends the invoice through WhatsApp, and prevents duplicate sending. The best solution is to use Python with a Windows folder watcher, PDF text extraction/OCR fallback, validation rules, SQLite/local logging, and Meta WhatsApp Cloud API for compliant message and document delivery. The workflow will: * Detect new invoice PDFs automatically * Read only the required first-page fields * Extract Customer Name, Mobile, Invoice No., Date, Amount * Validate mandatory values before sending * Generate your predefined WhatsApp message * Send message + invoice PDF * Mark successful invoices as processed * Prevent duplicate sends * Log OCR/API failures clearly * Run automatically on Windows startup I’ll use the official Meta WhatsApp Cloud API. Meta business setup and approved message templates may be required for business-initiated messages, and Meta/API charges will be separate from my development fee. Deliverables will include complete Python source code, Windows installation/setup, configurable message template, error logs, API configuration guide, duplicate tracking, testing with your actual invoice format, and handover documentation. Estimated development time: 3–5 days. I’ll include 14 days of bug-fix support after delivery. Best regards Ankit
₹7,000 INR in 1 day
4.0
4.0

As a full-stack developer with extensive experience in implementing automation solutions and working with OCR and Python, I am confident that I am the perfect fit for your invoice processing and sending project. I have a deep understanding of how to integrate APIs effectively, such as the WhatsApp Business API which will be essential for successful messaging. Over the years, I've developed an array of reliable workflow automations just like you require that have consistently provided efficient and effective solutions to clients. My skills in using OCR/Python to extract relevant information from PDFs and sending messages based on this data will ensure that your invoice reading and WhatsApp dispatch processes run smoothly and accurately, reducing human error significantly.
₹1,500 INR in 3 days
3.3
3.3

With my extensive experience in automation and Python, I understand your need for efficiency and responsiveness when managing invoices. My skillset aligns perfectly with your project requirements, especially in OCR and PDF parsing, which will be crucial for extracting the necessary invoice information. Additionally, my proficiency in API integrations ensures that I can implement your solution using the most efficient WhatsApp API, adhering to all compliance policies. Rest assured, I will handle any approval process or charges associated with Meta/WhatsApp. What sets me apart is not just my technical skills, but also my dedication to long-term success. While many competitors might promise a functional setup, I ensure reliability and easy usage. You won't have to manually run this process for every invoice or worry about duplicate sending; rather than a one-size-fits-all solution, my approach is tailored to your business needs. Furthermore, I provide cost-effective yet comprehensive quotes that include all necessary charges and estimated delivery times. Alongside the complete working automation, source code and configuration guide—I offer a post-delivery support period as well. Understandably this being a one-time project, you'd want it done right—and that's exactly what I bring to the table - precise solution delivered to you ASAP. Let's discus
₹12,000 INR in 7 days
3.5
3.5

Hi, I’d build this in Python as a Windows background service: folder watch → PDF text/OCR → field validation → WhatsApp send → attachment → processed/error log. I’d implement: • Customer/name/mobile/invoice/date/amount extraction • Template-based message generation • Duplicate prevention using SQLite • Validation before sending • Retry + clear failure logs • Automatic startup with Windows • Source code, setup guide, testing, and handover For WhatsApp, I recommend the official Meta WhatsApp Cloud API. Meta Business/number setup and approval may be required, and outbound business-initiated messages generally use approved templates. Meta messaging charges are paid separately based on your account/region. I’d first test against your real invoice samples and use direct PDF text extraction where possible, with OCR only when needed. My background includes Python, PDF/data processing, APIs, automation, validation, and production workflows.
₹7,000 INR in 7 days
3.2
3.2

Hi, I can develop a Python-based automation tool for your Windows PC that monitors your invoice PDF folder, uses OCR to extract the required invoice details, and sends personalized WhatsApp messages with the invoice attached. I will implement robust error handling to log OCR failures and prevent duplicate sends. I plan to use Python libraries like PyPDF2 or pdfplumber for PDF handling and Tesseract OCR for text extraction. For WhatsApp messaging, the recommended approach is utilizing the official WhatsApp Business API, which requires Meta approval and template message setup. I will guide you through API registration and template compliance. The system will run as a background process or Windows service for automation. Upon completion, I'll provide the fully configured software, source code, detailed setup instructions, and conduct a training session on usage and troubleshooting. I'll need sample invoices and access to your WhatsApp Business API or phone number for integration and testing.
₹8,000 INR in 1 day
2.8
2.8

Hello, my name is Guilherme and I have over 10 years of experience as a software developer. I can develop an application to your requests that can be configured to your liking. Logging can also be implemented. The official Whatsapp Business API can be used. The charges from Meta depend on usage.
₹8,000 INR in 7 days
3.0
3.0

Hi, I can build this as a small Python tool that runs in the background on your Windows PC, watches the invoice folder and sends each new PDF on WhatsApp through Meta's official Cloud API. How it works: each new PDF is picked up, page 1 is read (the PDF text layer first, OCR only if the file is a scan), and name, mobile, invoice number, date and amount are pulled out with rules fitted to your actual invoice layout. Then one template message goes out with the PDF attached as a document. Every invoice is logged by number and file hash, so it is never sent twice. If a field is missing or the mobile number looks wrong, nothing is sent and the invoice goes to an error log with the reason. Your questions: 1. Method: WhatsApp Cloud API directly from Meta, no reseller in between. 2. Approval: yes, you need a Meta Business account and a phone number registered for the API. I will guide you through it step by step. 3. Templates: yes. A message you start needs an approved utility template. The invoice PDF goes in the template header, so the text and the file arrive as one message. 4. Meta charges: around Rs 0.115 per delivered utility message in India plus 18% GST, billed by Meta. No other subscription, the tool itself costs nothing to run. Price Rs 8000 one-time, 6 days. You get the source code, a setup file that makes it start with Windows, and a written setup guide with screenshots. I test it on your sample invoices first, then you run the setup on your PC, send me the log of the first real run, and I fix anything it shows. Bug fixes for 30 days after delivery are included. On the handover: I work in writing, so instead of a training session you get the step-by-step guide and I answer every question here in the chat. Three completed projects on this account, all rated 5 out of 5, on time and on budget. Also 16 merged pull requests into third-party open-source projects, each reviewed by the maintainers. Could you share 2-3 sample invoices (customer details can be blurred) so I can check the layout before we start? Petro Pankov, BotCraft Group
₹8,000 INR in 6 days
2.5
2.5

Hello, I can build this Windows-based invoice automation as a complete one-time solution. I have experience with API integrations, Node.js, PHP/Laravel and payment/business automation workflows. Proposed solution: • Monitor a selected Windows folder for new PDF invoices • OCR the first page and extract customer name, mobile, invoice number, date and amount • Validate required fields before sending • Generate the predefined WhatsApp message automatically • Send the invoice PDF as a WhatsApp document • Maintain a processed-invoice record to prevent duplicate sending • Error logging for OCR, validation and WhatsApp delivery failures • Simple configuration and status/log interface • Automatic background processing after setup • Complete source code, setup documentation and handover/training For WhatsApp, I recommend using the official Meta WhatsApp Business Cloud API. Template messages may be required depending on whether the message is sent outside the customer-service window. Meta/WhatsApp conversation charges and any third-party OCR/service charges would be separate from my development fee. One-time development: ₹9,000 Estimated timeline: 4–6 days I will install and test the automation on your Windows PC using your actual invoice format before delivery. Support/warranty: 7 days after delivery for fixing issues related to the delivered functionality.
₹7,000 INR in 1 day
1.9
1.9

With over 15 years of experience in AI automation and a track record of successfully delivering 150+ projects, I am confident that I have the skills and expertise to provide you with an efficient and robust one-time invoice automation solution for your business. Using my AI automation proficiency, I can create customized workflows that will automatically monitor and read PDF invoices from a specific folder on your Windows PC using OCR/Python. I understand the importance of accurate and timely invoice delivery, and thus, I ensure that the automation process is precise and double-checks important fields such as customer name, mobile number, invoice number, date, amount, etc., before preparing the WA message. As an AI expert, I'll ensure that the OCR system works impeccably with your existing invoice format as demonstrated in the attached examples and actively avoids sending incorrect messages. Regarding the WA aspect of the project, I am well-versed in several communication platforms including WA Business/Meta WA API. While Meta/WA approval may be needed depending on their rules for usage, I will follow all guidelines to provide you with a compliant solution. Additionally, my quotes include all third-party/API charges separately so there won't be any surprising hidden charges for you. After development is complete, expect a thorough handover/training session on operating the system effectively. Best, Akif F
₹2,000 INR in 2 days
1.6
1.6

I build Python workflow automation and WhatsApp integrations; my profile includes AI automation and EdTech Vibe WhatsApp work. For your invoices I would use a Windows folder watcher, first-page OCR and field validation, with SQLite tracking to prevent duplicates. Missing fields and uncertain send results will be held for review, not blindly retried. I propose Meta WhatsApp Cloud API with an approved utility template and the PDF as its document header. Business/number onboarding and template approval are prerequisites; recipients must have opted in. Meta messaging charges are separate, based on usage. Local Python/OCR needs no paid subscription; any optional hosting/provider costs would be agreed first. INR12,500 covers the complete one-time setup for one existing invoice layout, source code, startup configuration, logs, installation/testing on your PC and a handover session, plus 14 days of bug-fix support. Delivery: 14 days after sample PDFs, PC access and API readiness; Meta approval waits are extra. First checkpoint: validate extraction on your real invoices within 3 days. The brief mentions examples, but no attachment is visible here; please supply these before kickoff.
₹12,500 INR in 14 days
1.6
1.6

My diverse skill set makes me an ideal fit for your project. Given my expertise in API integration and knowledge of Python, I am confident in automating the reading and extraction of information from PDF documents using OCR. As a full-stack developer, I have substantial experience implementing similar solutions using technologies like Node.js, MySQL and the REST framework to ensure seamless integration into existing systems. My proficiency in n8n is sure to come in handy while configuring your one-time automation setup. Building AI-powered workflows and intelligent agents are amongst my fortes. I understand the importance of accuracy and efficiency when handling sensitive customer data like invoices. Therefore, I will employ these skills to guarantee not just reliable processing but also error logging if any required information is missing or if there's an issue during sending. Beyond the technical aspects, I am committed to delivering quality solutions that are both practical and user-friendly. Upon completion, I will also include detailed setup and configuration instructions along with personal support and warranty as part of an inclusive package. Opting for my services will guarantee you a professional, clean-development approach along with long-term value and scalability for your business. Let's collaborate and turn your need for automated invoice processing into a powerful reality!
₹2,000 INR in 5 days
0.0
0.0

Hi, thanks for the clear breakdown. A watch-folder to WhatsApp flow is very doable. How I would build it: - Python service on your Windows PC that watches the folder and starts automatically with Windows. - Reads page 1 (text layer first, OCR as fallback) and extracts name, mobile, invoice number, date and amount, tuned to your sample format. - Sends your message and the PDF through the official WhatsApp Cloud API (Meta). - Records each invoice as processed, so duplicates are never sent. Missing or unclear data goes to an error log and nothing is sent. - Delivery includes the source code and a written setup guide. WhatsApp details: - Meta Business verification and a registered number are needed. - Approved message templates are required, because you message customers first. I will help you submit the invoice template with the PDF. - Meta charges per-message fees, paid by you directly to Meta. There are no other subscriptions. Budget: the full scope with on-PC testing is more than INR 12,500, but I can deliver a first phase for INR 12,500 in about 7 days. It covers the folder watcher, extraction, sending, duplicate control and logging for one invoice format. Warranty is 14 days for bug fixes. Is the customer's mobile number always printed on page 1 of your invoices?
₹4,392 INR in 7 days
0.0
0.0

Ahmedabad, India
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