Automated financial document processing with Google Gemini OCR

AI-Powered Financial Document Processing with Google Gemini

This comprehensive workflow automates the complete financial document processing pipeline using AI. Upload invoices via chat, drop expense receipts into a folder, or add bank statements - the system automatically extracts, categorizes, and organizes all your financial data into structured Google Sheets.

What this workflow does

Processes three types of financial documents automatically:

- Invoice Processing: Upload PDF invoices through a chat interface and get structured data extraction with automatic file organization - Expense Management: Monitor a Google Drive folder for new receipts and automatically categorize expenses using AI - Bank Statement Processing: Extract and organize transaction data from bank statements with multi-transaction support - Financial Analysis: Query all your financial data using natural language with an AI agent

Key Features

- Multi-AI Persona System: Four specialized AI personas (Mark, Donna, Victor, Andrew) handle different financial functions - Google Gemini Integration: Advanced document understanding and data extraction from PDFs - Smart Expense Categorization: Automatic classification into 17 business expense categories using LLM - Real-time Monitoring: Continuous folder watching for new documents with automatic processing - Natural Language Queries: Ask questions about your financial data in plain English - Automatic File Management: Intelligent file naming and organization in Google Drive - Comprehensive Error Handling: Robust processing that continues even when individual documents fail

How it works