File receipts automatically from your inbox
Incoming invoices reach accounting without any searching.
- n8n
- Accounting software
- InboxInvoice arrives by email
- n8nrecognises PDF attachments containing invoices
- StorageFile with a clean name
- AccountingReceipt is uploaded
The problem
At the end of the month, invoices are hunted down from various inboxes and sent to the tax firm. Some are always missing.
A dedicated inbox or a filter collects incoming invoices.
n8n recognises PDF attachments and renames them by date and sender.
The file is saved in storage and handed over to the accounting software.
Anything that cannot be clearly identified ends up in a review folder.
What matters when building it
A workflow is only finished once the special cases have been considered. These are the typical pitfalls, and this is how we solve them.
- Invoices as linksSome suppliers only send links. These are flagged so that nobody overlooks them.
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The time given is a typical guide. What is possible for you, we clarify in the initial call.