Invoice Processing & OCR Workflows
Turn emailed PDFs and scans into clean, approved invoice records. Extract line items, match POs, flag duplicates, and sync to Sheets or accounting tools so you get paid faster.
📊 About Invoice Processing & OCR
How does Invoice Processing & OCR automation work?
A workflow watches for new invoices in places like Gmail, Google Drive, or an upload form. It runs OCR to read the document, then uses AI to map fields (vendor, invoice number, due date, subtotal, tax, total, line items) into a consistent structure. Next, it checks rules: totals match, currency is expected, invoice number isn’t a duplicate, and required fields are present. Finally, it routes approvals and syncs the data to Google Sheets or accounting tools.
Do I need technical skills to automate Invoice Processing & OCR?
Usually, no. If you can connect Gmail and Google Drive, you can run most templates and just edit a few fields like your approval channel or spreadsheet columns.
How much time can automation save for Invoice Processing & OCR?
For many teams, it cuts invoice admin in half. Instead of spending about 2 hours a week downloading PDFs, typing details, and chasing approvals, you review exceptions and approve what’s already structured. The bigger win is consistency: fewer typos, fewer duplicates, and less back-and-forth with vendors. Honestly, the first month often pays for itself once you stop rework and late-payment fire drills.
What do I need to get started with an invoice OCR workflow?
You’ll need an n8n workspace, access to where invoices arrive (like Gmail or Google Drive), and an AI/OCR provider such as OpenAI. Most setups also use a destination like Google Sheets for tracking, or a webhook to pass data into your accounting system. Have a few sample invoices ready, including tricky ones (multi-page, different currencies, odd layouts). Start with extraction, then add validation and approvals once the data looks right.
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