Invoice Processing n8n Workflows
n8n Invoice Processing workflow templates and automation recipes — 216 free workflow templates ready to import.
Automate Tax Deduction Processing with GPT-4 Receipt Analysis and Gmail Reporting
How It Works This workflow automates monthly tax processing by ingesting expense receipts alongside revenue data, extracting structured deduction details using GPT-4, and accurately matching expenses to their corresponding revenue periods. It retrieves receipts with built-in type validation, parses deduction information through OpenAI structured output extraction, and consolidates revenue records into a unified dataset. The system then intelligently aligns expenses with revenue timelines, calcul
par Cheng Siong Chin
Extract & Organize Email Invoices with Gmail, Drive & OpenAI GPT
Who’s it for This template is for founders, finance teams, and solo operators who receive lots of invoices by email and want them captured automatically in a single, searchable source of truth. If you’re tired of hunting through your inbox for invoice PDFs or “that one receipt from three months ago,” this is for you. What it does / How it works The workflow polls your Gmail inbox on a schedule and fetches new messages including their attachments. A JavaScript Code node restructures all attach
par Feras Dabour
Send automated invoice payment reminders with Gmail, Google Sheets and Twilio
This workflow streamlines accounts receivable management by automatically monitoring invoices in Google Sheets and sending scheduled payment reminders. It is designed for businesses using Gmail and Google Sheets that need a scalable alternative to complex accounting software. How it works Watches for invoices: Triggers daily or via form submission to check for new entries. First Follow-up (Day 7): Checks payment status one week after the invoice date. If unpaid, it sends a friendly email (and o
par Neal Mcleod
Send Stripe expired charge recovery reminders with OpenAI
Stripe Invoice Reminder Workflow Who’s this for Businesses using Stripe subscriptions or one-time payments who want to automatically follow up with customers after a failed payment. What this workflow does Detects expired or failed charges in Stripe Drafts AI-generated payment reminders for customers Creates a new Stripe invoice for the failed payment Optionally sends reminders via Email or Slack How it works Stripe trigger listens for expired charges Set node normalizes customer and payment
par Hyrum Hurst
Post bank statement transactions to QuickBooks Online using OpenRouter AI
✅ What problem does this workflow solve? Manually entering bank statements into QuickBooks is one of the most time-consuming and error-prone accounting tasks. Accountants often spend hours converting PDF bank statements into individual income and expense entries—risking missed transactions, incorrect categorization, and inconsistencies. This workflow fully automates the end-to-end process: from uploading a (even password-protected) bank statement PDF to creating accurate Sales Receipts and Exp
par InfyOm Technologies
Send automated payment reminders for Xero invoices via Outlook email
Who's this for Small business owners, finance teams, accountants, and bookkeepers who use Xero for invoicing and want to improve cash flow by automating payment reminders. If you're spending time manually following up on unpaid invoices or struggling with late payments, this workflow eliminates the manual effort and ensures consistent, timely communication with customers while maintaining a complete audit trail. What it does This workflow automatically monitors all invoices in your Xero accou
par Patrick Campbell
Send Stripe invoice reminders with GPT-4.1-mini, Google Sheets and Slack
Who this workflow is for Accounting and bookkeeping firms needing automated invoice creation and payment reminders. What this workflow does AI generates personalized emails for overdue invoices, logs invoice info in Google Sheets, notifies accountants via Slack, creates PDF invoices, and schedules follow-ups. How the workflow works Invoice creation triggers workflow AI drafts personalized email Routes based on payment status Logs invoice info in Google Sheets Sends Slack notifications to accou
par Hyrum Hurst
Extract, validate, and log email invoices from Gmail to Google Sheets with GPT-4
Inbox2Ledger is an end-to-end n8n template that turns a noisy finance inbox into a clean, structured ledger. It fetches emails, uses AI guardrails to keep only finance-relevant messages, extracts invoice/receipt fields via an OCR-style agent, validates and auto-categorizes each expense, generates a unique case ID, and appends the result to a Google Sheet for accounting or downstream automations. Key Features Trigger*: Form submission or scheduled fetch (sample *On form submission node included
par Pratyush Kumar Jha
Extract invoice data from Gmail to Airtable with Mistral OCR and GPT-4.1-mini
This n8n template demonstrates how to automatically process invoice attachments from email using OCR and AI. When an invoice is received in Gmail, the workflow extracts structured invoice data and stores it in Airtable while preventing duplicates. This automation is useful for freelancers, agencies, and finance teams who receive invoices by email and want to maintain a structured invoice database without manual data entry. Who’s it for This workflow is designed for: Freelancers managing clie
par Safa Khan
Send WhatsApp payment reminders automatically with MoltFlow
How it works This workflow automates WhatsApp payment reminders using the MoltFlow API. No more chasing clients manually — reminders go out every morning at 9 AM with personalized messages. A schedule trigger fires daily at 9 AM A code node builds your contact list with names, amounts, and due dates Each contact receives a personalized WhatsApp reminder via MoltFlow Results are logged — you can see which messages succeeded and which failed Set up steps Setup takes about 3 minutes: Create a
par Alex Pekler
Analyze invoices and predict cash flow with Gemini, Google Sheets, Gmail, and Slack
Analyze invoices and predict cash flow with Gmail, Google Sheets, and Gemini AI What this workflow does This workflow automates invoice processing and cash flow prediction by combining Google Gemini AI with form-based invoice capture, fraud detection, and financial reporting. Submit an invoice through the web form, and the workflow automatically extracts key data using AI, checks for fraud risk, logs everything to Google Sheets, predicts cash flow impact, and notifies your team via Slack and
par Oka Hironobu
Classify Gmail invoice attachments with Google Gemini and forward to freee
Classify and forward Gmail invoice attachments to freee with Google Gemini Automatically analyze email attachments with AI and forward invoices/receipts to freee's File Box. How it works Polls Gmail for new emails with attachments every minute Extracts text from PDF attachments and sends it to Google Gemini for classification If Gemini identifies the document as an invoice or receipt, re-fetches the attachment and forwards it to freee's File Box email address Setup steps Get freee receiving
par daisuke
Extract invoices from Gmail with Laiye ADP and save them to Google Drive
Workflow Introduction Core Competence Our invoice extraction workflow is completed end-to-end automatically: Gmail invoice email screening → extraction of key fields from multi-format invoices → automatic archiving of results to Google Drive, replacing the repetitive manual labor of finance staff in opening and entering invoices. Differentiated Advantage High Accuracy: The extraction accuracy of core fields is 91%+, far exceeding that of similar products in the industry; Advantages of ta
par Laiye-ADP
Process vendor invoices with UploadToURL, AWS Textract, and Google Sheets
Process invoices with UploadToURL, AWS Textract, and Google Sheets Eliminate manual data entry from your accounts payable process. This workflow transforms raw invoice scans into structured financial records by combining UploadToURL for hosting, AWS Textract for OCR data extraction, and Google Sheets for centralized logging. 🎯 What This Workflow Does Turns any paper or PDF invoice into a verified spreadsheet entry in seconds: 📝 Captures Invoice Scans - Receives invoices via mobile upload (bi
par Jitesh Dugar
Fast-track expense reimbursements with UploadToURL, Mindee OCR, Expensify, and Slack
Stop chasing blurry receipts and manually typing expense data. This workflow creates an intelligent, "snap-and-submit" reimbursement pipeline that hosts photos via UploadToURL, extracts deep data via Mindee OCR, and utilizes a confidence-based gate to auto-approve low-risk expenses while routing high-value items to Slack for manager approval. 🎯 What This Workflow Does Transforms receipt photos into verified, approved expense entries in seconds: 📝 Captures Receipt Assets - Employees submit a r
par Jitesh Dugar
Analyze invoices from Google Drive with AI and store data in Google Sheets
Who this template is for This workflow is designed for teams and businesses that receive invoices in Google Drive and want to automatically extract structured financial data without manual processing. It is ideal for finance teams, operators, and founders who want a simple way to turn invoices into usable data. No accounting software is required, and the workflow works with common invoice formats such as PDFs and images. What this workflow does This workflow monitors a Google Drive folder fo
par Stefan Joulien
Bulk generate payment reminder PDFs from NocoDB with Autype
⚠️ Important: This workflow uses the Autype community node and requires a self-hosted n8n instance. This workflow reads overdue invoices from a NocoDB database, generates a personalized payment reminder PDF for each record using the Autype Bulk Render API, and sends the resulting ZIP archive by email via SMTP. Days overdue are calculated automatically from the due date at runtime. Supported output formats: PDF, DOCX (Word), ODT. Who is this for? Finance teams, accounting departments, and deve
par 8Automator
Summarize invoices with AWS Textract, Google Gemini, and send to Slack
Who’s it for This workflow is built for finance teams, operations managers, founders, and businesses that process invoices regularly and want to eliminate manual document handling. It’s especially useful for teams that need quick, structured invoice insights delivered directly to their communication tools. What it does / How it works This workflow automates the entire invoice-processing pipeline from upload to notification. A user uploads an invoice file through an n8n form trigger. The upload
par Pixcels Themes
Flag duplicate and risky AP invoices with Gmail, OpenAI and Supabase
🚀 How it works Monitors your AP inbox for incoming invoices, extracts structured data with AI, runs duplicate and vendor history checks against Supabase, then scores each invoice for fraud risk — routing suspicious ones to Slack and your AP team before any payment is processed. 📬 Gmail Trigger monitors your accounts payable inbox in real time 🤖 AI Agent extracts invoice number, vendor, amount, currency, dates and line items into structured JSON — no manual data entry 🔍 Checks
par Kumar SmartFlow Craft
Process invoices and send weekly AI reports with OpenAI and Gmail
Overview This workflow automates invoice handling from upload to reporting using AI. Users submit invoices through a simple form. The workflow extracts key details, validates the data, stores valid invoices, and sends email notifications. It also generates a weekly summary report automatically. This helps reduce manual data entry and ensures consistent invoice processing. How It Works Form Submission Users upload an invoice (PDF or image) along with their email. Initial Storage The ra
par ResilNext
Detect duplicate invoice PDFs from Gmail with easybits and Google Sheets
How It Works This workflow automatically detects duplicate invoices from Gmail. Incoming PDF attachments are scanned by the easybits AI Extractor, then checked against the Master Finance File in Google Sheets. Duplicates trigger a Slack alert – new invoices get added to the sheet. Flow overview: Gmail picks up new emails labeled as invoices (polls every minute) The PDF attachment is extracted and converted to base64 easybits Extractor reads the document and returns structured data The invoice n
par Felix
Extract Indonesian stock (IDX) trades from Telegram invoices with Gemini AI
Automatically extract stock transactions from Indonesian broker trade confirmation documents sent via Telegram using AI vision. How it works: Send a PDF or image of your broker trade confirmation to the bot. The workflow downloads the file, encodes it, and sends it to OpenRouter (Gemini) for AI extraction. All detected transactions are displayed in a single confirmation message with ✅ Save All / ❌ Cancel buttons. The extracted data is stored temporarily using workflow static data, ready to be
par Andri Darnius
Generate and track invoices with HubSpot, Gmail, Slack, Sheets, and Notion
How it works This workflow triggers when a HubSpot deal stage changes to Closed Won and automatically generates an invoice. It collects deal and contact data, builds a styled invoice, converts it into a PDF, and sends it to the client. The system logs all invoices and alerts the team, then monitors payment status with automated reminders. If payment is delayed, it escalates the issue and handles errors separately. Step-by-step Trigger and data collection** HubSpot - Deal Trigger – Star
par Avkash Kakdiya
Classify invoices and route them to Google Drive folders with easybits and Slack
What This Workflow Does Upload a document (PDF, PNG, JPEG) via a web form and let easybits Extractor classify it into one of your defined categories. Based on the classification result and a confidence score, the document is automatically sorted into the correct Google Drive folder. Low-confidence or unrecognized documents are flagged for manual review via Slack. How It Works User uploads a file through the hosted web form The binary file is converted to base64 and sent to easybits easybits ret
par Felix