Invoice Processing n8n Workflows
n8n Invoice Processing workflow templates and automation recipes — 216 free workflow templates ready to import.
Invoice data extraction with LlamaParse and OpenAI
This n8n workflow automates the process of parsing and extracting data from PDF invoices. With this workflow, accounts and finance people can realise huge time and cost savings in their busy schedules. Read the Blog: https://blog.n8n.io/how-to-extract-data-from-pdf-to-excel-spreadsheet-advance-parsing-with-n8n-io-and-llamaparse/ How it works This workflow will watch an email inbox for incoming invoices from suppliers It will download the attached PDFs and processing them through a third party
von Jimleuk
Invoices from Gmail to Drive and Google Sheets
Attachments Gmail to Drive and Google Sheets Description Automatically process invoice emails by saving attachments to Google Drive and extracting key invoice data to Google Sheets using AI. This workflow monitors your Gmail for unread emails with attachments, saves PDFs to a specified Google Drive folder, and uses OpenAI's GPT-4o to extract invoice details (date, description, amount) into a structured spreadsheet. Use cases Invoice Management**: Automatically organize and track invoices recei
von Juan Carlos Cavero Gracia
Invoice Processor & Validator with OCR, AI & Google Sheets
📝 Say goodbye to manual invoice checking! This smart workflow automates your entire invoice processing pipeline using AI, OCR, and Google Sheets. ⚙️ What This Workflow Does: 📥 1. Reads an invoice PDF — Select a local PDF invoice from your machine. 🔍 2. Extracts raw text using OCR — Converts scanned or digital PDFs into readable text. 🧠 3. AI Agent processes the text — Transforms messy raw text into clean JSON using natural language understanding. 🧱 4. Structures and refines the JSON — Conv
von Dhrumil Patel
Automated Invoice Processing with Telegram, GPT-4o, OCR and SAP Integration
++HOW IT WORKS:++ This workflow automates the processing of invoices sent via Telegram. It extracts the data using LlamaIndex OCR, logs it in Google Sheets, and optionally pushes the structured data to SAP Business One 🔹 1. Receive Invoice via Telegram:** A user sends a PDF of an invoice through Telegram A Telegram Trigger node listens for incoming messages and captures the file and metadata The document is downloaded and prepared for OCR 🔹 2. OCR with LlamaIndex: The file is uploaded to the L
von Raquel Giugliano
Extract expenses from emails and add to Google Sheets
This workflow will check a mailbox for new emails and if the Subject contains Expenses or Reciept it will send the attachment to Mindee for processing then it will update a Google sheet with the values. To use this node you will need to set the Email Read node to use your mailboxes credentials and configure the Mindee and Google Sheets nodes to use your credentials.
von Jonathan
Automated PDF Invoice Processing & Approval Flow using OpenAI and Google Sheets
Who is this for? This workflow is ideal for: Finance teams** that need to process incoming invoices faster with minimal errors Small to mid-sized businesses** that want to automate invoice intake, review, and storage Operations managers** who require approval workflows and centralized record-keeping What problem is this workflow solving? Manually processing invoices is time-consuming, error-prone, and often lacks structure. This workflow solves those challenges by: Automating the intake of
von Billy Christi
Recognize invoices / receipts from Google Drive and put them into Google Sheets
This workflow allows you to recognize a folder with receipts or invoices (make sure your files are in .pdf, .png, or .jpg format). The workflow can be triggered via the "Test workflow" button, and it also monitors the folder for new files, automatically recognizing them. Video Demo https://youtu.be/mGPt7fqGQD8 1. n8n import glitch After import, the trigger node "When clicking 'Test workflow'" might be disconnected. You need to connect it via 2 arrows to "Google Sheets1" and "Google Drive" node
von Anthony
Extract Invoice Data from Email to Google Sheets using GPT-4o AI Automation
Transform your invoice processing from manual data entry into an intelligent automation system. This powerful n8n workflow monitors Gmail for invoice attachments, extracts data using AI-powered analysis, and creates organized Google Sheets with all relevant financial information automatically structured and ready for your accounting workflows. 🔄 How It Works This sophisticated 8-step automation eliminates manual invoice processing: Step 1: Intelligent Email Monitoring The workflow continuousl
von Yaron Been
Extract & Classify Invoices & Receipts with Gmail, OpenAI and Google Drive
Who is it for? Anyone who wants to automatically aggregate their invoices or receipts. Main beneficiaries: small business owners and freelancers. How it works Creates a folder in Google Drive for uploading invoices and receipts. Responds (Webhook response) with URL to the created folder. Gets all emails with attachments from a Gmail mailbox. (Optional) Filters emails, e.g. exclude emails sent to specific address. Filters only PDF attachments. Classifies all PDF attachment contents with an AI mo
von Tom
Parse Incoming Invoices From Outlook using AI Document Understanding
This n8n template monitors an Outlook mailbox for invoices, automatically parses/extracts data from them and then uploads the output to an Excel Workbook. One of my top workflow requests, this template can save many hours of manual labour for you or your finance/accounts team. How it works A scheduled trigger is set to fetch recent Outlook messages to the Accounts receivable mailbox. Each message is analysed to determine whether or not it from a supplier and is issuing/contains an invoice. For
von Jimleuk
Parse PDF with LlamaParse and save to Airtable
Video Guide I prepared a comprehensive guide detailing how to automate the parsing of invoices using n8n and LlamaParse, seamlessly capturing and storing vital billing information. Youtube Link Who is this for? This workflow is ideal for finance teams, accountants, and business operations managers who need to streamline invoice processing. It is particularly helpful for organizations seeking to reduce manual entry errors and improve efficiency in managing billing information. What problem
von Mark Shcherbakov
Generate PDF Invoices with CustomJS API
n8n Workflow: Invoice PDF Generator This n8n workflow captures invoice data and generates a PDF invoice, ready to be sent or saved. It uses a webhook to trigger the process, preprocesses the invoice data, and converts it to a PDF using HTML and custom styling. @custom-js/n8n-nodes-pdf-toolkit Features: Webhook Trigger**: Receives incoming data, including invoice details. Preprocessing**: Transforms the invoice data into HTML format. HTML to PDF Conversion**: Converts the preprocessed HTML in
von CustomJS
Extract Invoice Data from Google Drive to Sheets with Mistral OCR and Gemini
Extract data from any PDF or image invoice dropped in Google Drive directly into Google Sheets – powered by AI OCR. Free, fully modifiable n8n workflow. Optional add-ons for pro features. 🚀 What this template does Stop typing invoice data by hand. Drop a PDF or phone-snapshot into your Invoices Inbox folder in Google Drive and this n8n workflow will: Auto-OCR the document with the Mistral OCR API Match any fields you list in Row 1 of your Google Sheet (totally schema-agnostic) Appen
von Ysqander
Add data from a photo to Google Sheets
Automatically adding expense receipts to Google Sheets with Telegram, Mindee API, Twilio, and n8n.
von isa024787bel
Generate Invoices, Save to Drive and Send Email to Customer with JS + G Sheets
This workflow automates invoice generation from form submissions, ensuring unique order IDs, creating PDF invoices, storing files, emailing customers, and logging invoice data — all seamlessly integrated. 🔹 Workflow Overview Trigger (Webhook) Starts when an order form is submitted, capturing customer and order details. Generate Random Order ID A Function node creates a unique alphanumeric invoice ID (e.g., INV-X92B7D). Check for Duplicate Order ID Google Sheets looks up the generate
von Joseph
Upload invoices from Gmail to Google Drive
Upload invoices from Gmail to Google Drive daily
von Jason
AI-Powered PDF Invoice Parser with Google Drive, Google Sheets & OpenAI
Who is this for? This workflow is perfect for: Companies that manage invoices through Google Drive Business owners who want to minimize manual data entry and maximize accuracy Accounting teams and finance departments seeking to automate invoice processing What problem is this workflow solving? Processing invoices manually is time-consuming, error-prone, and inconsistent. This workflow solves those issues by: Automating invoice processing** from detection to data extraction to storage Improv
von Billy Christi
Create an invoice based on the Typeform submission
This workflow allows you to create an invoice with the information received via Typeform submission. Typeform node: This node triggers the workflow. Whenever the form is submitted, the node triggers the workflow. We will use the information received in this node to generate the invoice. APITemplate.io node: This node generates the invoice using the information from the previous node.
von Harshil Agrawal
Auto Invoice & Receipt OCR to Google Sheets – Drive, Gmail, & Telegram Triggers
The Best Invoice & Receipt OCR Automation - FREE (for a limited time) Automatically process invoices and receipts using Gemini OCR, extracting data directly into Google Sheets from multiple sources including Google Drive, Gmail, and Telegram. This powerful workflow ensures your bookkeeping is always accurate, organized, and efficient, significantly reducing manual effort and potential errors. Who is this for? This workflow is ideal for busy entrepreneurs, startup founders, freelancers, small
von Daniel Ng
Create an invoice in Google Sheets based on Typeform submission
This form takes data from a Typeform submission and creates an invoice on Google Sheets
von alex
Create a customer and send the invoice automatically
This workflows allows you to create a customer and an invoice and send the invoice to the customer. QuickBooks node: This node will create a new customer in QuickBooks. QuickBooks1 node: This node will create an invoice for the customer that we created in the previous node. QuickBooks2 node: This node will send the invoice that we created in the previous node.
von Harshil Agrawal
Automated Financial Tracker: Telegram Invoices to Notion with Gemini AI Reports
Automated Financial Tracker: Telegram Invoices to Notion with AI Summaries & Reports Tired of manually logging every expense? Streamline your financial tracking with this powerful n8n workflow! Snap a photo of your invoice in Telegram, and let AI (powered by Google Gemini) automatically extract the details, record them in your Notion database, and even send you a quick summary. Plus, get scheduled weekly reports with charts to visualize your spending. Automate your finances, save time, and gai
von Rizqi Pratama Ramadhani
Save n8n Cloud invoices received in Gmail in Google Drive
Who this is for This template is for everyone that wants to download their n8n Cloud invoices automatically as a PDF instead of downloading them manually. How it works This workflow checks your Gmail inbox for new n8n invoice emails from n8n's payment provider Paddle. Once it finds something, it converts the URL into a PDF using pdflayer and saves it in Google Drive. Setup Setup your Gmail and Google Drive credentials Create a free account at https://pdflayer.com/ Insert your pdflayer API key in
von Niklas Hatje
Extract and Organize Colombian Invoices with Gmail, GPT-4o & Google Workspace
🧾 Personal Invoice Processor This N8N workflow automates the extraction and organization of personal invoices in Colombia received via Gmail. It includes the following key steps: 🔁 Flow Summary Email Trigger Polls Gmail every 30 minutes for emails with .zip attachments (assumed to contain invoices). Expects ZIP file following DIAN standards. ZIP File Handling Extracts all files. Filters only PDF and XML files for processing. Data Extraction & Processing Uses LangChain Agent +
von Juan Sanchez