Who is this workflow for? Streamline your financial management by automatically extracting data from invoices and receipts stored in Google Drive and populating it into Google Sheets. This n8n workflow simplifies the process of organizing and analyzing your financial documents, saving you time and reducing manual errors..

What does this workflow do?

1. Import the Workflow into n8n

  • Import the provided n8n workflow template.
  • Connect Nodes: After importing, ensure the “Test workflow” trigger node is connected to both “Google Sheets1” and “Google Drive” nodes as illustrated here.

2. Configure RapidAPI HTTP Authentication

  • Create Credential: Set up a new “HTTP Header” credential in n8n.
  • Add API Key: Paste your RapidAPI key from the Receipt and Invoice OCR API into the credential.
  • Assign Credential: Ensure the “HTTP Request” node uses this newly created credential. Reference the setup image.

3. Set Up Google Authentication

  • Authenticate: Establish a Google connection within n8n to access your Google Sheets and Google Drive accounts.
  • Reference Guide: Follow the detailed instructions here to complete the authentication process.

4. Configure Google Sheets

  • Duplicate Template: Make a copy of the provided Google Sheets document to use as your data repository.
  • Access Template: Use this Google Sheets template as the destination for your extracted data.

5. Trigger and Monitor the Workflow

  • Manual Trigger: Use the “Test workflow” button to manually initiate the workflow.
  • Automatic Monitoring: The workflow continuously monitors the specified Google Drive folder for new invoices or receipts, automatically processing them upon detection.

6. Optional: Customize Document Formats and Advanced Settings

  • Advanced Configuration: For custom document formats or additional functionality, refer to the workflow’s advanced settings.
  • Support: Contact [email protected] or visit Anthony Sidashin’s LinkedIn for further assistance.

🤖 Why Use This Automation Workflow?

  • Efficiency: Automate the extraction and organization of financial data, eliminating the need for manual entry.
  • Accuracy: Utilize OCR technology to ensure precise data recognition from various file formats.
  • Scalability: Automatically handle large volumes of invoices and receipts, ideal for growing businesses.

👨‍💻 Who is This Workflow For?

This workflow is ideal for:

  • Small to Medium Businesses: Streamline expense tracking and financial reporting.
  • Accountants and Bookkeepers: Simplify data entry and management of financial documents.
  • Freelancers and Entrepreneurs: Easily organize and monitor personal and business expenses.

🎯 Use Cases

  1. Expense Management: Automatically record and categorize business expenses from scanned receipts.
  2. Invoice Tracking: Keep track of incoming invoices and update payment statuses in real-time.
  3. Financial Reporting: Generate up-to-date financial reports by aggregating data from multiple documents.

TL;DR

This n8n workflow automates the extraction of data from invoices and receipts stored in Google Drive, seamlessly transferring the information into Google Sheets. By leveraging OCR technology and integrating powerful tools, it enhances your financial management processes, ensuring accuracy and efficiency.

For a visual guide, watch the Video Demo.

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