Trackly: Turning Slack Messages into Smart Financial Logs

Introduction

This case study highlights how ToDoIT built Trackly — an AI-powered automation tool that turns everyday Slack messages into structured financial records synced directly to Excel and Google Sheets.

The goal was to eliminate the pain of manual expense tracking and data entry for teams that communicate primarily in Slack. By turning conversations, receipts, and approvals into real-time financial logs, Trackly streamlined expense management while saving countless hours of repetitive work.

The Client

The client was a fast-growing remote company whose finance team was drowning in unstructured messages and missed receipts. Expenses were shared via Slack, but tracking, exporting, and logging them into spreadsheets took hours every week.

"We were manually copy-pasting every receipt and message into Excel. It was chaotic — and error-prone."

The Challenges

The Solution: Trackly Automation System

ToDoIT developed Trackly — a seamless Slack integration that listens to expense-related messages, extracts structured data using AI, and automatically updates company spreadsheets in real time.