Replace a finance spreadsheet with your own dashboard in Cursor
Someone running a housing project used Cursor to build a dashboard that replaced a finance spreadsheet he was tired of opening. The hard part was the invoices. Running every supplier invoice through a language model made the numbers drift, so now the email gets a label, the attachment is pulled out, and PDFs with real text are read directly. Scanned invoices go through text recognition first. Check the original, because he still checks most of it himself.
Done with CursorModerate
This is a public report, not advice from Skatteetaten, NAV, Altinn or an accountant. Check figures, deadlines and decisions against the original.
What was done
Someone running a housing project used Cursor to build a dashboard that replaced a finance spreadsheet he was tired of opening. The hard part was the invoices. Running every supplier invoice through a language model made the numbers drift, so now the email gets a label, the attachment is pulled out, and PDFs with real text are read directly. Scanned invoices go through text recognition first. Check the original, because he still checks most of it himself.
How to do it
- Paste the prompt into the tool, and replace the text in brackets with your own.
- Read the answer through. Do not send, delete or publish anything until you have seen it yourself.
- Check the original before you trust a figure, a name or a date.
Try it with Cursor
Build a simple dashboard in [project] that shows [key figures] from [spreadsheet]. Fetch invoices from email labelled [label]. Read the text directly from PDFs that contain text, and use text recognition only on scanned files. Do not let a language model guess amounts. Show me five invoices with the amount you read next to the original. You are done when the totals in the dashboard match the spreadsheet.
Replace text in brackets with your own.
@megahousey on X ·