Financial archive with search: every document filed and findable
Every financial document named, filed with metadata, kept for 7 years and searchable by question.
The tax authority can ask for documents up to seven years back. Finding them in a messy drive takes hours. This archive files every financial document with a clear name and metadata (supplier, date, amount), keeps it for the legal retention period, and lets you find anything by simply asking a question. It runs in your own SharePoint or Google Drive. Nothing is deleted without a person deciding.
Time saved
2 hours per month
Documents searched for and filed
Delivery
From 7 days
Works with
Ideal for
What you get
- Working automation in your own accounts
- Documentation
- Video walkthrough
- Run log, error alerts and a monthly report
- One week of close monitoring after go-live
When this counts as working
You tick these off at delivery. If a test still fails after one free fix, you get your money back.
- 1When A financial document is booked, then It is filed with a clear name and metadata within 1 hour
- 2When You ask: show the 2025 invoices from supplier X, then The matching documents are listed within 30 seconds
- 3When A document reaches the end of its 7-year retention, then It is listed for review instead of deleted automatically
Packages
| What you get | Basic€ 950incl. VAT | Standard€ 1.450incl. VAT | Premium€ 2.050incl. VAT |
|---|---|---|---|
| Delivery | 7 days | 11 days | 15 days |
| Revisions | 1 | 2 | 3 |
| Documents named and filed | |||
| Metadata: supplier, date, amount | |||
| Kept for 7 years (legal retention) | |||
| Search by asking a question | |||
| Sources | 1 | 3 | Unlimited |
Before you order
Where it runs
In your own Make or n8n account, connected to your tools
What you provide
Bookkeeping API access, API key, Make.com account
Costs after delivery
Usually none beyond your current tools; AI usage under €10 per month
Maintenance plan Optional
€ 49/month incl. VAT
Monitoring, fixes when a tool changes, and small changes
2 changes per monthReply within 24 hours
Busyzero
Ready-made AI automations, built and maintained by the Busyzero team
This gig is sold and delivered by Busyzero itself, with the same price rules, guarantee and review system as every seller. It is ranked by the same search rules, is never Busyzero's choice and is never promoted.
- Response time
- New
- Orders completed
- 0
- On-time delivery
- New
- Member since
- 2026
Busyzero’s own automation team. We build complete AI automations that run by themselves in your own systems: a quote request, invoice, order or customer question comes in, AI reads it, and the work gets done in your tools. A person only steps in where it matters, such as approving payments or messages sent in your name. How we work: a short call and 10 to 30 real examples from you. We then design, build and test the automation on real cases before it goes live, watch the first week closely, and hand over a manual. Every month you get a report of what it handled and the time it saved. Everything runs in your own accounts (n8n, Make, Microsoft 365 or Google, your own AI key, EU region where possible), so you own it and nothing is locked in. We design and build with AI assistance (Claude); a person tests every solution and takes it live. Same rules as every seller on Busyzero: a fixed price, the working guarantee with one free fix, and an optional monthly maintenance plan.
Frequently asked questions
Who builds it?+
The Busyzero team. Max does the intake call, connects your tools with API keys you create, tests with your real examples and takes it live. The automation is designed and built with AI assistance (Claude), and a person checks every step before it touches your business.
Do I own it?+
Yes. It runs in your own accounts with your own keys, and you get the documentation. Nothing is locked in with Busyzero.
Reviews
No reviews yet
Busyzero is new here. Every order is covered by the Busyzero Guarantee: it works as promised, or your money back.
Confidentiality and data
- Data processing agreement included
- NDA free on request
- Your own NDA or DPA welcome: the seller reviews it before starting
- Works in your own accounts and tools
- Deletes your data after delivery
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