Back to work
n8nCase study

AI-Powered Invoice Processing Automation

Automated invoice processing pipeline that extracts data from PDFs, creates contacts and invoices in Xero, and logs transactions, reducing manual processing time by 85% with 99% accuracy.

n8n · workflow canvasproduction build
AI-Powered Invoice Processing Automation workflow

Context

Finance teams spent hours manually extracting data from invoice PDFs, creating contacts in Xero, entering invoice details, and logging transactions for bookkeeping records.

Approach

Built automated n8n workflow triggered by Google Drive uploads that uses OpenAI with structured output parsing to extract invoice data, automatically creates or updates Xero contacts and invoices, and logs all transactions to Google Sheets for audit trails.

Architecture

  1. Google Drive trigger
  2. File download
  3. PDF parser
  4. OpenAI LLM extraction
  5. Structured output parser
  6. Split line items
  7. Xero contact creation
  8. Xero invoice creation
  9. Google Sheets logging

Results

85%Processing time reduced
99%Data extraction accuracy
200+/monthInvoices processed