Invoice Processing n8n Workflows
n8n Invoice Processing workflow templates and automation recipes — 216 free workflow templates ready to import.
Get custom_fields from the Stripe API
The Stripe API does not provide custom fields in invoice or charge data. So you have to get it from the Checkout Sessions endpoint. But that endpoint is not easy for begginners. It has dictionary parameters and pagination settings. This workflows solves that problem by having a preconfigured GET request that gets all the checkout sessions from the last 7 days. It then transforms the data to make it easier to work with and allows you to filter by the custom_fields you want to get. Want to gen
от Solomon
Extract and Organize Receipt Data for Expense Tracking with VLM Run and Google
Transform your expense tracking with automated AI receipt processing that extracts data and organizes it instantly. What this workflow does Monitors Google Drive for new receipt uploads (images/PDFs) Downloads and processes files automatically Extracts key data using verified VLM Run node (merchant, amount, currency, date) Saves structured data to Google Sheets for easy tracking Setup Prerequisites: Google Drive/Sheets accounts, VLM Run API credentials, n8n instance. Install the verified V
от Shahrear
Extract Invoice Data from PDFs with AI - Google Sheets Email Alerts
Built by Setidure Technologies This smart n8n automation extracts invoice details from PDF files uploaded to Google Drive using AI, logs them to a Google Sheet, and notifies the billing team via email — all without manual intervention. ⚠️ Note: This workflow requires a self-hosted n8n instance with LangChain, LLM, and Google integrations configured. 📦 What This Workflow Does Monitors a Google Drive folder for new invoice uploads Extracts text and parses key invoice details using LLM via LangC
от Aashit Sharma
Automatically save QuickBooks invoice PDFs to Google Drive
This n8n template from Intuz provides a complete and automated solution for secure document archiving. It automatically saves new QuickBooks invoice PDFs directly into Google Drive, creating a reliable backup system. For perfect organization, the workflow uses keywords from the invoice, like the client name or invoice number, to dynamically name the PDF files, ensuring you have a complete and easily searchable financial record. Use Cases 1. Automated Document Archiving: Eliminate the manual wo
от Intuz
Automate Medical Billing with Google Sheets and Gmail
Automate Medical Billing with Google Sheets and Gmail Note: This template is designed for self-hosted n8n instances. The workflow image above shows the complete automation flow. This n8n workflow automates the patient billing process—from form submission to invoice generation, email delivery, and Google Sheets logging. 🏥 Who is this for? This workflow is ideal for: Private medical clinics Health service providers Medical office administrators Telehealth services Billing departments 💡 What
от David Olusola
Automate real-time QuickBooks invoice alerts in Slack
This n8n template from Intuz provides a complete and automated solution for instant team-wide financial visibility. It actively monitors QuickBooks and, upon detecting a new invoice, immediately sends a detailed alert to your chosen Slack channel. For customized reporting, the workflow can pull specific keywords or data like the customer name, invoice amount, and due date directly into the Slack message, creating a complete, real-time feed of your company's sales activity. Use Cases Sales T
от Intuz
AI Auto-Save Gmail Receipts to Google Sheets + Google Drive
Who is this for? This workflow is ideal for: For freelancers, business owners, and finance teams who receive receipts via Gmail Automatically logs expenses for tax, bookkeeping and year-end audits What problem is this workflow solving? When tax season hits, missing receipts create panic. This workflow keeps everything in one place. It uses AI to extract details from Gmail attachments, logs them in a Google Sheet, and stores the PDFs in Google Drive. No digging. No copying. Just everythi
от Matt Chong | n8n Creator
Create or Find Stripe Customers and Automatically Generate Invoices
Save hours of manual billing work with this Stripe automation workflow! Designed for entrepreneurs, SaaS founders, and online business owners, this template checks if a customer already exists in Stripe based on their email. If no customer is found, it automatically creates a new one, generates a draft invoice, adds a product line item using a Stripe Price ID, and finalizes the invoice — making it ready for payment. This workflow helps ensure clean customer data and efficient billing without
от Audun
Automate Bank Statement and Invoice Reconciliation with GPT and Google Sheets
🟢 Manual Trigger Workflow starts manually to initiate the reconciliation process on demand. 📄 Fetch Invoices & Bank Statements Retrieves invoice data and bank statement data from Google Sheets for comparison. 🔀 Merge Data Combines both datasets into a single structured dataset for processing. 🧩 Format Payload for AI Function node prepares and structures the merged data into a clean JSON payload for AI analysis. 🤖 AI Reconciliation AI Agent analyzes the invoice and bank statement data to
от Chintan Prajapati
Automate expense reporting from Airtable to QuickBooks
This n8n template from Intuz provides a complete solution to automate your expense approval and accounting process. It seamlessly connects an Airtable base, where expenses are submitted, to your QuickBooks account, eliminating manual data entry and ensuring financial records are always up-to-date. Who's this workflow for? Accountants & Bookkeepers Small Business Owners Finance Teams Operations Managers How it works 1. Trigger on New Expense: The workflow starts automatically when a new expen
от Intuz
Invoice Verification and Validation with Gmail, Drive, Sheets and OCR AI
📝 Description (Full, User-Centric & Sales-Driven): Tired of manually verifying purchase order invoices every single day? This plug-and-play n8n automation template saves your accounts team hours of work by automatically downloading, storing, extracting, and validating invoice data against your master item sheet — all without human intervention. Perfect for SMEs, startups, procurement teams, and accounts departments, this automation handles PO invoice verification from email to final validation
от Dhrumil Patel
Automate QuickBooks customers & sales receipts generation from a Google Sheet
This n8n template from Intuz provides a complete and automated solution to streamline your sales and accounting process. Simply add new transaction details to a designated Google Sheet, and this workflow takes over. Using specific status keywords in a column to trigger the process, it automatically creates new customer profiles and generates sales receipts in QuickBooks. This creates a complete, end-to-end system from a simple spreadsheet entry to a formal accounting record, eliminating manual
от Intuz
Track Expenses from Receipt Photos with Telegram & Google Sheets using OCR.space
Hello automation enthusiasts! 👋 Want to automatically track your expenses from receipts without hefty OCR service costs? I've got you covered! I've updated my Personal Finance Tracking Chatbot template to incorporate a free OCR service (OCR.space). This powerful n8n workflow lets you effortlessly log your expenses by sending a picture of your receipt to your Telegram bot. The OCR will extract key details like amount, date, and description, which are then neatly saved into your Google Sheets!
от Candra Reza
Smart Invoice Collection System with GPT-4.1, Gmail & Google Sheets
Smart Invoice Collection System with OpenAI, Gmail & Google Sheets Categories: Financial Automation, AI Business Tools, Cash Flow Management This workflow creates an intelligent invoice collection system that automatically follows up on overdue invoices using AI-powered personalization. The system monitors your invoice database, analyzes email history to prevent inappropriate follow-ups, and sends increasingly urgent but professional reminders at precise intervals. Built to solve one of the bi
от Nick Saraev
Automate QuickBooks sales receipts & customer creation from Stripe payments
This n8n template from Intuz provides a complete solution to automate your accounting by instantly creating QuickBooks sales receipts for every new Stripe payment. This workflow automates the process of recording successful payments from Stripe into QuickBooks by creating corresponding Sales Receipts. It ensures payment data is captured accurately, checks whether the customer exists in QuickBooks, and creates a new customer if necessary before generating the receipt. This integration streaml
от Intuz
Automated Invoice Management with Nextcloud, Email and Telegram Notifications
This workflow automatically fetches PDF invoices from a Nextcloud folder (/Invoice/Incoming), sends them via email to a fixed recipient ([email protected]), sends a Telegram notification, and archives the file to /Invoice/2025/archive. Key Steps: Triggered daily at 8 AM Lists files in /Invoice/Incoming Filters for existing entries Downloads the file Sends the invoice via email Sends a Telegram message with filename Moves the file to archive 📦 Technologies used: Nextcloud SMTP Email Telegram
от Joachim Hummel
Automate QuickBooks invoicing & customer creation from Airtable sales orders
This n8n template from Intuz provides a complete solution to automate your entire invoicing process. It intelligently syncs confirmed sales orders from your Airtable base to QuickBooks, automatically creating new customers if they don't exist before generating a perfectly matched invoice. It then logs all invoice details back into Airtable, creating a flawless, end-to-end financial workflow. Use Cases 1. Accounting & Finance Teams: Automatically generate QuickBooks invoices from new orders co
от Intuz
Financial Document Extraction from Gmail to Google Sheets
Overview Manual financial reconciliation is tedious and prone to error. This workflow functions as an AI Financial Controller, automatically monitoring your inbox for invoices, receipts, and bills, extracting the data using OCR, and syncing it to Google Sheets for approval. Unlike simple scrapers, this workflow uses a "Guardrail" AI agent to filter out non-financial emails (like newsletters) before they are processed, ensuring only actual transactions are recorded. Who is it for? Finance Teams
от Gtaras
QuickBooks Automated Invoicing - Sync Google Sheets with QBO
Video Introduction Want to automate your inbox or need a custom workflow? 📞 Book a Call | 💬 DM me on Linkedin Overview This workflow automates invoice creation in QuickBooks Online by importing data directly from a Google Sheet. Instead of manually entering invoice details one by one, this template reads structured data from your spreadsheet and automatically generates corresponding invoices in QuickBooks, saving time and reducing data entry errors. Key Features Automatically reads invoice
от Milan Vasarhelyi - SmoothWork
Sync OVH Invoices to Google Sheets and Save PDFs to Google Drive
🛠️Setup Guide 'Get OVH Invoices to Google Sheets' Author: Oliver Bardenheier Who is this for? This Workflow is for all users who have services (Domains, BareMetal, VPS, Cloud, etc.) with Provider OVH.com (European API) It automatically retrieves invoice data, -files and puts the Data in a Google Spreadsheet for further processing. What problem is this workflow solving? / use case Currently the invoices from OVH do not come as an attachment via mail, it is just a link. So, the receiver has to
от Oliver Bardenheier
Log Telegram receipt images to Excel 365 using Tesseract OCR and GPT-4.1-mini
📸💰 Log receipt transactions from Telegram images to Excel using OCR and AI OCR + AI + Duplicate Protection (n8n Workflow) Overview This workflow automatically converts receipt images or payment proof sent via Telegram into structured financial records stored in Excel 365. Core flow: Take Photo → OCR → AI Structuring → Validation → Duplicate Check → Append to Excel The system is designed to reduce manual data entry errors and improve financial visibility by turning unstructured receipt images
от Ramdoni
Automated Trip Expense Claim Form With OpenAI Agent & Google Drive
🧾 Automated Trip Expense Claim Form With OpenAI Agent & Google Drive Watch the demo video below: > This workflow is designed for employees who need to submit expense claims for business trips. It automates the process of extracting data from receipts/invoices, logging it to a Google Sheet, and notifying the finance team via email. 👤 Who’s it for Ideal users: Employees submitting business trip expense claims HR or Admins reviewing travel-related reimbursements Finance teams responsible for pr
от Trung Tran
Create and Send Multi-Item PayPal Invoices via Email
Who Is This For? Small businesses, consultants, agencies… anyone who bills with PayPal. What Problem Does It Solve? Automates itemized invoicing and delivery via PayPal’s Invoicing API with support for an “Add more items?” loop. What This Workflow Does Collects your PayPal credentials & invoice data via a form Dynamically generates a timestamp + random 4 digit number for the invoice_number Calls PayPal to create and then send the invoice Supports endless line-items via a Switch + M
от Andrew
PDF Invoice Data Extraction & Tracking with Google Drive, Claude AI & Telegram
📥 Invoice Intake & Notification Workflow This automated n8n workflow monitors a Google Drive folder for newly uploaded invoice PDFs, extracts essential information (like client name, invoice number, amount, due date), logs the data into a Google Sheet for recordkeeping, and sends a formatted Telegram message to notify the billing team. For step-by-step video build of workflows like this: https://www.youtube.com/@automatewithmarc ✅ What This Workflow Does 🕵️ Watches a Google Drive folder for n
от Automate With Marc