Invoice Processing n8n Workflows
n8n Invoice Processing workflow templates and automation recipes — 216 free workflow templates ready to import.
Extract and Process Invoices with GPT-4, Google Drive, and Google Sheets
This template is a fully automated AI invoice processing workflow for n8n. It watches a Google Drive folder for new invoice PDFs, extracts all key information using an AI Agent, assigns the correct booking account, saves the renamed invoice in the right Drive folder, and updates your Google Sheets booking list. A perfect starter template if you want to build your own AI-powered accounting automation. What this workflow does Monitors a Google Drive folder for new invoice PDFs. Downloads and ext
작성자: Wolfgang Renner
Automate invoice analysis via Telegram with ChatGPT-4o-mini extraction
Introduction Upload invoices via Telegram, receive structured data instantly. Perfect for accountants and finance teams. How It Works Telegram bot receives invoices, downloads files, extracts data using OpenAI, then returns analysis. Workflow Template Telegram Trigger → Document Check → Get File → HTTP Download → AI Extract → Format Response → Send to Telegram Workflow Steps Telegram Trigger: Listens for uploads. Document Check: Validates files; routes errors. Get File: Retrieves metadata. HTTP
작성자: Cheng Siong Chin
Generate Professional Invoices with Jotform, Xero, and GPT-powered Emails
Generate Invoices for Customers with Jotform, Xero and Gmail This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an invoice, and emailing it — all triggered by a form submission (via Jotform). How It Works Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc. Create/Update The Customer Creates/Updates the customer. Create The Invoice Generates
작성자: AppUnits AI
Automated Invoice Creation & Customer Communication with Jotform, Xero, Outlook & Telegram
Automated Invoice Creation & Team Notification with Jotform, Xero, Outlook, and Telegram This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an invoice, emailing it, and notifying the sales team for example after sometime if no action has been taken yet (via Telegram) — all triggered by a form submission (via Jotform). How It Works Receive Submission Triggered when a user submits a form. Collects data like custome
작성자: AppUnits AI
Generate Invoices and Send AI-Powered Reminders with Jotform and Xero
Generate Invoices and Send Reminders for Customers with Jotform and Xero This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an invoice, emailing it — all triggered by a form submission (via Jotform), and sending invoice reminders. How It Works Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc. Create/Update The Customer Creates/Updates the
작성자: AppUnits AI
Extract invoice data from scanned PDFs to Google Sheets with Sarvam and Gemini
This template is designed for operations, finance, and accounting teams that need to automatically process scanned invoices and extract structured data without manual entry. It is ideal for businesses handling vendor invoices, reimbursement forms, or bulk document intake. What this workflow does This workflow uses Sarvam AI Vision model to perform OCR on scanned invoices and extract raw text. The extracted content is then processed using an LLM to identify key invoice fields such as: Vendor n
작성자: Divyanshu Gupta
Log LINE invoice photos to Google Sheets with OCR.space and Gemini AI
Who is this for Freelancers, small business owners, and accounting teams in Japan who receive invoices and want to eliminate manual data entry into spreadsheets. What this workflow does Send an invoice photo to your LINE bot and the rest is automatic. The workflow fetches the image via LINE Messaging API, runs it through OCR.space to extract raw text, then passes that text to a Gemini AI Agent to parse the key fields — invoice number, date, due date, vendor name, subtotal, tax, and total. The
작성자: Ryo Sayama
Process email invoices with OCR, GPT-4, Slack, QuickBooks and Google Sheets
Overview This workflow automates invoice processing directly from your email inbox. It captures invoice attachments, extracts structured data using OCR and AI, validates totals, and securely processes invoices. If issues are detected, it routes them for human review. Approved invoices are recorded in QuickBooks and logged for auditing. How It Works Email Trigger Monitors a Gmail label and downloads invoice attachments automatically. Configuration & Metadata Sets OCR API, thresholds, an
작성자: ResilNext
Track multi-currency expenses from receipts with easybits, Telegram, and Google Sheets
How It Works This workflow automates multi-currency expense tracking via Telegram. Send a receipt photo to your bot, and it automatically extracts the invoice details, converts the amount to EUR using a live exchange rate, and logs everything straight into Google Sheets. Flow overview: User sends a receipt photo via Telegram easybits Extractor reads the document and returns structured data The data is normalised and cleaned The exchange rate is fetched (with fallback if needed) The amount is c
작성자: Felix
Issue Rivhit receipts from WhatsApp photos using Google Vision and GPT-4o
How it works Courier sends an invoice photo to WhatsApp → AI extracts all details via Google Vision OCR Courier sends a payment photo (check, bank transfer, credit card voucher) → AI matches it to the invoice AI presents a summary and asks for confirmation Once approved — receipt is created in Rivhit, invoice is closed, and the PDF is sent back to WhatsApp Supports cash, checks, credit cards, bank transfers, and split payments. Includes automatic customer lookup by tax ID and Israeli bank code
작성자: achiya
Download KSeF (Poland’s e-invoicing system) invoices to an Excel spreadsheet
TL;DR; Download invoices from Poland's KSeF (Krajowy System e-Faktur) and export them as an XLSX spreadsheet. Handles the full v2 authentication flow automatically. Download KSeF invoices through n8n What it does This workflow connects to Poland's KSeF (Krajowy System e-Faktur) API v2, downloads invoice metadata for a configurable date range, and exports everything as a clean Excel spreadsheet (.xlsx). The spreadsheet includes: KSeF number, invoice number, issue date, seller/buyer NIP and n
작성자: Greg Brzezinka
Automate Stripe Invoicing Workflow with ClickUp & Gmail Notifications
Stripe invoicing automation that is connected to your CRM, in this example, it is ClickUp. At the end of the flow, once your lead has been sent an invoice, you (or your team) will be sent an email notifying you of the newly sent invoice with all relevant details. How it works: • Monitors ClickUp task status → triggers workflow when status changes to send invoice. • Fetches task details from ClickUp, including customer name, email, and project cost. • Creates a Stripe customer using the fetch
작성자: Seb
Extract invoice data from Gmail PDFs to JSON, Google Sheets and Airtable
Automated Invoice Intelligence: PDF-to-JSON Financial Orchestrator 🎯 Description This is an elite enterprise-grade solution for Accounts Payable and Finance Ops teams. It automates the high-volume extraction of unstructured data from PDF invoices using the HTML to PDF (Parse PDF to JSON) node, transforming raw email attachments into validated, audit-ready financial records across multiple platforms. ✨ The Sovereign Lifecycle Intelligent Intake & Validation - Monitors Gmail for incoming invoice
작성자: Jitesh Dugar
Send subscription renewal reminders via Telegram with Supabase
Subscription Renewal Reminder – Telegram & Supabase This workflow tracks upcoming subscription expiry dates stored in Supabase and automatically sends personalized renewal-reminder messages to each customer via Telegram. It is designed to be triggered by an HTTP Webhook (manually or on a schedule) and ensures that customers are notified a configurable number of days before their subscription lapses. > Community Template Disclaimer > This is a community-contributed n8n workflow template
작성자: vinci-king-01
Manage invoices and contacts via chat with the Fakturoid AI agent
Overview Fakturoid AI Agent is an AI-powered invoicing assistant for Czech freelancers and small businesses. It connects to Fakturoid — the most popular Czech invoicing platform — and lets you manage invoices and contacts through natural conversation. No switching tabs, no filling forms. Just chat in Czech and the agent handles the rest. The agent understands context across the conversation. Tell it to create an invoice for a client you just looked up and it won't ask for their ID again — it a
작성자: Václav Čikl
Categorize Airtable invoices with OpenAI and TOON token optimization
> ⚠️ Notice: > This workflow uses the CustomJS JSON to TOON node from CustomJS, which requires a self-hosted n8n instance and a CustomJS API key. This workflow demonstrates how to automatically categorize invoices from Airtable using OpenAI, while significantly reducing token usage by converting structured data into TOON (Token-Optimized Object Notation) before sending it to the LLM. Instead of passing large, nested JSON payloads (clients, invoices, invoice items) directly to OpenAI,
작성자: CustomJS
Extract and Track Receipt Data with VLM Run and Google Drive + Airtable
Simplify expense tracking with AI-powered automation that extracts receipt data and organizes it instantly. What this workflow does Watches Google Drive for new receipt uploads (images/PDFs) Automatically downloads and prepares files for processing Parses key details using the trusted VLM Run node (merchant, customer, amount, currency, date) Stores structured records in Airtable for real-time tracking Setup Prerequisites: Google Drive & Airtable accounts, VLM Run API credentials, n8n instanc
작성자: Atik
Automate Invoice Processing with AI Data Extraction, Google Drive & Sheets
🧾 Automated Invoice Processing - n8n Workflow 📖 Workflow Description This n8n workflow automates the complete processing of PDF invoices with AI-powered data extraction. The workflow monitors a Google Drive folder, extracts important invoice data, and automatically organizes files in a structured filing system. 🎯 Features 🔍 Automatic monitoring** of a Google Drive folder for new PDF files 🤖 AI-powered data extraction** from invoices (customer, amount, date, etc.) 📁 Intelligent file sorting**
작성자: Romain
Extract Invoice Data from PDFs to JSON with Gemini AI and XML Transformation
This n8n workflow converts invoices in PDF format into a structured, ready-to-use JSON, using AI and XML transformation — without writing any code. 🚀 How it works Upload form → The user uploads a PDF file. Text extraction → The PDF content is extracted as plain text. XML schema definition → A standard invoice structure is defined with fields such as: Invoice number Customer and issuer details Items with description, quantity, and price Totals and taxes Bank account details AI (
작성자: Mauricio Perera
Automate PDF Invoice Generation & Delivery with Gmail and Google Drive Storage
How it works Automatically generates professional PDF invoices from webhook data and delivers them via email while storing backups in Google Drive. Perfect for freelancers, small businesses, and service providers who need automated billing workflows. Set up steps Configure environment variables for company information (name, address, email, phone). Set up your PDF generation API service account (PDFShift recommended). Configure SMTP email credentials for invoice delivery. Set up Google Drive OA
작성자: Ibrahim Emre POLAT
Extract Invoice Data from Slack PDFs to Google Sheets with GPT-4o
Managing invoices manually can be time-consuming and error-prone. This workflow automates the process by extracting key invoice details from PDFs shared in Slack, structuring the information with AI, saving it to Google Sheets, and sending a confirmation back to Slack. It’s a seamless way to keep your financial records organized without manual data entry. How it works Receive invoice in Slack – When a PDF invoice is uploaded to a designated Slack channel, the workflow is triggered. Fetch the PD
작성자: Toshiki Hirao
Automate WhatsApp Invoice Processing with OCR, GPT-4 Mini & Google Services
Description How it works This powerful workflow helps businesses and freelancers automatically manage invoices received on WhatsApp. It detects new messages, downloads attached invoices, extracts key data using OCR (Optical Character Recognition), summarizes the details with AI, updates Google Sheets for record-keeping, saves files to Google Drive, and instantly replies with a clean summary message all without manual effort. Perfect for small businesses, agencies, accountants, and freela
작성자: Muhammad Ali
AI-Powered Invoice Extractor via Telegram to Airtable
📄 Description This workflow automates the extraction of structured invoice data from PDF files sent via Telegram and stores it in Airtable. It leverages GPT-4o for intelligent parsing and includes conversational memory for a seamless user experience. Designed for businesses and freelancers who receive invoices digitally and want to streamline their record-keeping. ⚙️ How It Works Telegram Trigger – Listens for incoming messages and PDF attachments. Switch Node – Filters messages to ensure o
작성자: BizThrive.ai
Extract Colombian Invoice Data from Drive to Sheets with GPT-4o
Automate Colombian Cashflow Data Extraction to Google Sheets with AI Who’s it for This workflow is designed for finance professionals, accountants, small business owners in Colombia, or anyone needing to automate the extraction of invoice data and its entry into Google Sheets. It's particularly useful for handling Colombian tax and legal specifics. How it works / What it does This workflow automates the process of extracting critical data from invoices and receipts (PDFs and JPEGs) and organiz
작성자: Caio Garvil