Process email invoices with OCR, GPT-4, Slack, QuickBooks and Google Sheets

Overview This workflow automates invoice processing directly from your email inbox.

It captures invoice attachments, extracts structured data using OCR and AI, validates totals, and securely processes invoices. If issues are detected, it routes them for human review. Approved invoices are recorded in QuickBooks and logged for auditing.

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How It Works

1. Email Trigger Monitors a Gmail label and downloads invoice attachments automatically.

2. Configuration & Metadata Sets OCR API, thresholds, and captures invoice details like vendor, timestamp, and file hash.

3. File Processing Routes PDFs to a text extractor and images to an OCR API.

4. AI Data Extraction AI converts raw text into structured invoice data with confidence scores.