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n8n
Finance

Invoice & Document AI

Automated invoice extraction, validation, and approval routing — zero manual data entry.

Key result98%
98%
Extraction accuracy
15min→45s
Per invoice
0
Manual data entry
The problem

What needed
solving

Finance teams were manually keying invoice data from PDFs into accounting systems, taking 15–20 minutes per invoice and introducing frequent errors. Approval chains were tracked by email.

How it works

The automation steps

Trigger

Invoice PDF arrives via email or upload portal

Process

AI extracts vendor, amounts, line items, VAT with 98%+ accuracy

Output

Structured data pushed to accounting system with validation flags

Notify

Approver notified via Slack/email with one-click approve/reject

GPT-4o VisionPythonn8nQuickBooks APISlack
Automation architecture

How the workflow runs

Each step fires automatically. Click "Simulate run" to see the sequence.

trigger
Email / Portal
PDF arrives
process
n8n + GPT-4o
Extracts line items
output
QuickBooks
Data pushed
output
Slack
One-click approval
result
45s
98% accuracy

Click "Simulate run" to see the automation sequence step by step.

Results

The numbers

Concrete, measurable outcomes delivered in production.

98%
Extraction accuracy
15min→45s
Per invoice
0
Manual data entry
How we work

From brief to production

01

Discovery & scoping

We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.

1–3 DAYS
02

Build & weekly demos

You see working software every week. Feedback is incorporated immediately — not at the end.

2–4 WEEKS
03

Testing & QA

Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.

3–5 DAYS
04

Go live & handover

Full documentation, team training, monitoring setup, and 30-day post-launch support.

1 WEEK
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