Back office
Invoice and Document Extractor
Invoices read and filed automatically. No OCR setup, no retyping.
Who it is for
Bookkeepers, finance teams, and owners who receive invoices and receipts by email and retype the numbers into a spreadsheet by hand.
What it does
Documents arriving in your inbox get read by AI: vendor, amount, date, line items. The data files itself into your sheet or system, correctly categorized, with the original attached. Month-end stops being an archaeology project.
The run
- 1
Receive the email
Invoice or receipt attached
- 2
Analyze the document
AI reads it like a human
- 3
Set the fields
Vendor, amount, date, category
- 4
Append to your books
Filed with the original
What is Invoice and Document Extractor?
An invoice and document extractor is an automation that reads the invoices and receipts landing in your inbox and files the numbers for you, instead of someone retyping them. Documents that arrive by email are read by AI, which pulls the vendor, amount, date, and line items, then files the data into your sheet or system correctly categorized. It is built for bookkeepers, finance teams, and owners who receive paperwork by email and lose time keying it in, where every manual entry is a chance to fat-finger a number. Automation needs clean, structured data, and a person copying figures between tools is both the slowest link and the least reliable one. Removing that step is often the cheapest way to prove the rest of your stack can move information without a human in the middle. Otomations builds it on your existing inbox and books.
The actual build
The production workflow on the n8n canvas. This is the system that gets tuned to your tools and turned on.
Common questions
What kinds of documents can it read?
Invoices and receipts that arrive by email. It pulls the vendor, amount, date, and line items and categorizes the entry the way your books are already organized.
What does it run on?
It is built on the tools you already use, your phone line, inbox, calendar, CRM, and spreadsheets, with Claude for the reasoning and n8n for orchestration. There is nothing new for your team to learn and nothing to rip out.
Browse the rest of the library: the full workflow library
The next hire can wait. The next system cannot.
Twenty minutes, one bottleneck, one workflow scoped. That is the whole first call.