Automated Financial Reporting with AI-Powered OCR & Cloud Integration
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Streamline your financial reporting by automating data extraction from images using Google Vision OCR and AI, then seamlessly integrating it with Google Sheets for enhanced analysis and organization.
About This Workflow
This n8n workflow revolutionizes financial data management by automating the entire reporting process. It begins by capturing images sent via Telegram, then leverages Google Vision OCR to extract text data with incredible accuracy. This extracted text is then processed by a powerful Large Language Model (LLM) chain, which intelligently parses and structures the financial information, categorizing expenses and identifying key details like dates, vendors, and invoice numbers. Finally, the structured data is automatically appended to a Google Sheet, providing a centralized and up-to-date financial report without manual intervention. This solution dramatically reduces the time and effort associated with manual data entry and reporting.
Key Features
- Effortless Image to Data Extraction: Automatically extract text from financial documents sent via Telegram using advanced OCR.
- Intelligent Data Parsing & Structuring: AI-powered LLM chain to accurately identify, classify, and organize financial data.
- Seamless Cloud Integration: Directly push structured financial reports into Google Sheets for easy access and analysis.
- Real-time Financial Insights: Generate up-to-date reports with minimal manual effort, enabling quicker decision-making.
- Customizable Reporting: Tailor the AI's extraction and classification to your specific financial needs and categories.
How To Use
- Configure Telegram Trigger: Set up your Telegram bot and provide your bot token in the
Telegram Triggernode to receive financial document images. - Set Up Image Analysis: Ensure the
Telegram Triggeris configured to detect image messages. TheIfnode will filter for messages containing photos. - Obtain Image File Path: The
Get Pathnode retrieves the file path for the image from Telegram's API. - Download Image: The
Get URLnode downloads the image content. - Encode Image: The
Codenode converts the image binary data into a Base64 string, which is required by the Google Vision API. - Configure Google Vision API: In the
Set Vision APInode, replace 'YOUR_GOOGLE_VISION_API_KEY' with your actual Google Cloud Vision API key. - Call Google Vision API: The
HTTP Requestnode sends the Base64 encoded image to the Google Vision API for text detection. - Define LLM Prompt: In the
Basic LLM Chainnode, configure the prompt to instruct the AI on how to parse and structure the extracted text, specifying the desired output fields (Date, Category, Vendor, etc.). - Configure Output Parser: Use the
Structured Output Parsernode and provide a JSON schema example that matches your desired output structure for the LLM. - Connect to Google Sheets: In the
Append or update row in sheetnode, configure your Google Sheets credentials and specify the sheet and columns where you want to append the structured financial data. Map the output fields from the LLM to the corresponding columns in your sheet.
Apps Used
Workflow JSON
{
"id": "3f3ef0d3-e411-4e72-9b88-2defe36d35b6",
"name": "Automated Financial Reporting with AI-Powered OCR & Cloud Integration",
"nodes": 7,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 3f3ef0d3-e411...
About the Author
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Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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