From Clutter to Clarity: ToDoIT's Transaction Reader Automates Your Inbox

Introduction

This case study showcases how ToDoIT automated financial tracking for a client buried in transaction emails — by building *Transaction Reader*, a Python-based app that integrates seamlessly with Gmail.

The result? Automated extraction of key data (amount, merchant, date) into a unified dashboard — saving time, improving accuracy, and eliminating chaos.

The Client

A busy professional flooded daily with transaction emails from banks, payment apps, and online shopping.

"I receive dozens of transaction emails every day. Manually tracking and categorizing them is time-consuming and error-prone."

Frustrated by manual data entry, scattered records, and missed transactions, they wanted a smarter way to manage their finances.

The Challenges

The Solution: Transaction Reader

ToDoIT designed a Python application that automates transaction tracking by integrating directly with Gmail.

📊 Results