AI-Powered Financial Document Processing with Google Gemini
This comprehensive workflow automates the complete financial document processing pipeline using AI. Upload invoices via chat, drop expense receipts into a folder, or add bank statements - the system automatically extracts, categorizes, and organizes all your financial data into structured Google Sheets.
What this workflow does
Processes three types of financial documents automatically:
Invoice Processing**: Upload PDF invoices throu
Użyte węzły
Google SheetsHTTP RequestGoogle DriveCodeAI AgentBasic LLM ChainStructured Output ParserOpenRouter Chat Model
Podgląd workflow
Mark - Accountant
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Invoice Processing
Expenses Processing
Donna - Accountant
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Expenses Processing
Victor - Controller
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Andrew - CFO
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Finance
AutoSolutions.ai - AI Consulting Services
Didac Fernandez Girona
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🤖 AI-Powered Financial Document Processing W
📋 Overview
This comprehensive workflow automates financial documen
🛠️ Setup Requirements
🌐 Google Services
1. 🚗 Google Drive API credentials configured
2. 📊 Google Sheets API credentials configured
3. 🧠 Google Gemini API credentials configured
4.
🎯 How to Use
📄 Processing Invoices
1. 💬 Access the chat interface
2. 📤 Upload PDF invoice files
3. ⏳ Wait for AI processing and confirmation
4. ✅ Check "Test Invoice Records" Google Sheet for e
📄 INVOICE PROCESSING SECTION
🎯 Purpose
This section handles invoice processing through a chat
🔄
Mark - Accountant 👨💼
Role: Invoice Processing Specialist
Responsibilities:
- ✅ Extract vendor information
- ✅ Capture payment terms
- ✅ Process line item details
📤 STEP 1: File Upload & Storage
Purpose: Save uploaded invoice to Google Drive
Configuration:
- 📁 Target Folder: "Invoices"
- 📄 Input Field: data0 (from chat upload)
- 📝 Filename: Uses ori
🤖 STEP 2: AI Upload
Purpose: Upload PDF to Google Gemini for processing
Configuration:
- 🔗 Endpoint: Gemini File Upload API
- 📄 Content-Type: application/pdf
- 🔐 Auth: Google PaLM API cred
🧠 STEP 3: Data Extraction
Purpose: Use Gemini AI to extract structured invoice da
AI Prompt: Extracts:
- 🏢 Vendor Name
- 🔢 Invoice Number
- 📅 Invoice Date
📋 STEP 4: JSON Parsing
Purpose: Clean and parse AI response into structured da
Process:
- 🧹 Remove markdown code blocks
- 📊 Convert text to JSON object
- ⚠️ Handle parsing errors gracefu
📑 STEP 5: Line Item Processing
Purpose: Split line items for individual spreadsheet ro
Process:
- 📋 Extract Line Items array from parsed data
- 🔄 Create separate execution for each line
📊 STEP 6: Save to Spreadsheet
Purpose: Store extracted invoice data in Google Sheets
Mapping:
- 🏢 Vendor Name → Header data
- 🔢 Invoice Number → Header data
- 📅 Dates → Header data
🔗 STEP 7: Data Merge
Purpose: Combine file metadata with processed data
Inputs:
- 📁 File information from Google Drive
- 📊 Processed invoice data from sheets
Output: Combined data for
📝 STEP 8: File Renaming
Purpose: Rename file with vendor and invoice number
Format: "{Vendor Name} - {Invoice Number}"
Example: "Acme Corp - INV-2024-001"
Error Handling: Continu
✅ STEP 9: Confirmation
Purpose: Send success message to user
Message: Confirms invoice processing completion
Includes: Reference to check Google Sheet
User Experience: Clear feed
🧾 EXPENSE PROCESSING SECTION
🎯 Purpose
This section monitors a Google Drive folder for new exp
📁 EXPENSE TRIGGER
Purpose: Monitor Google Drive folder for new expense re
Configuration:
- 📂 Folder: "Expense Receipts"
- ⏰ Frequency: Every minute
- 🚨 Event: File created
🏷️ AI CATEGORIZATION
Purpose: Automatically categorize expenses using AI
Process:
- 🤖 Uses OpenRouter LLM
- 📋 17 predefined categories
- 🎯 Structured JSON output
🏦 BANK STATEMENT PROCESSING SECTION
🎯 Purpose
This section monitors a Google Drive folder for new ban
Victor - Controller 👨💼
Role: Bank Statement Processing & Transaction Reconcili
Responsibilities:
- ✅ Extract transaction details
- ✅ Process multiple transactions per statement
- ✅ M
🔄 CUSTOM TRANSACTION PARSER
Purpose: Parse multiple bank transactions from AI respo
Features:
- 🧹 Cleans JSON formatting
- 📊 Handles multiple response formats
- 🔄 Converts to n8n array
📈 FINANCIAL ANALYSIS AGENT SECTION
🎯 Purpose
Andrew, the AI CFO, provides intelligent financial anal
Andrew - CFO 👨💼
Role: Financial Analysis & Strategic Reporting
Responsibilities:
- ✅ Generate financial insights
- ✅ Answer complex queries
- ✅ Create executive reports
📊 ANALYSIS TRIGGER
Purpose: Manual trigger for financial analysis queries
Usage:
- 🔘 Enable this trigger when analysis is needed
- 💬 Send financial queries to the AI agent
- 📈 Get insights
🗃️ DATA ACCESS TOOLS
Purpose: Connect AI agent to financial spreadsheets
Tools Available:
- 📄 Invoices Tool: Invoice records and billing data
