Home/AI & Automation/Workflow Library/File receipts automatically from your inbox

File receipts automatically from your inbox

Incoming invoices reach accounting without any searching.

AreaAccounting
Typical savingapprox. 1 hr per month
EffortQuick to implement
Tools
  • n8n
  • Email
  • Accounting software
  1. InboxInvoice arrives by email
  2. n8nrecognises PDF attachments containing invoices
  3. StorageFile with a clean name
  4. AccountingReceipt is uploaded
Starting point

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.

How it works
  1. A dedicated inbox or a filter collects incoming invoices.

  2. n8n recognises PDF attachments and renames them by date and sender.

  3. The file is saved in storage and handed over to the accounting software.

  4. Anything that cannot be clearly identified ends up in a review folder.

Under the hood

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.
This workflow for you? Let’s talk.
info@lumen21.de +49 8856 8690552 Initial call: 30 minutes, no obligation
Stefan Fuchs
You speak directly with me.Reply within one working day.
5.0 from 21 Google reviews