Automated Invoice Data Extraction To Excel With DocSumo
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Streamline your invoice processing by automatically extracting detailed data using DocSumo and outputting it directly into a clean Excel file. Simply upload your invoice via a form, and let this workflow handle the heavy lifting of data extraction and formatting.
About This Workflow
Revolutionize your back-office operations with this powerful n8n workflow designed to automate invoice data extraction. Say goodbye to manual data entry errors and wasted time. This solution integrates seamlessly with DocSumo's advanced AI-powered OCR to accurately pull critical information like invoice numbers, dates, buyer/seller details, and detailed line items from any invoice document. The extracted data is then meticulously processed, restructured, and compiled into an easy-to-use Excel spreadsheet, ready for your accounting systems, archives, or further analysis. This workflow provides a robust, scalable, and customizable way to manage your invoices efficiently.
Key Features
- Effortless Invoice Upload: Trigger the workflow by simply submitting an invoice file through a convenient web form.
- AI-Powered Data Extraction: Leverage DocSumo's intelligent OCR capabilities for highly accurate recognition of invoice details, including complex tables and diverse layouts.
- Comprehensive Data Parsing: Automatically extract both header-level information (e.g., invoice number, totals, dates) and granular line-item data, including product descriptions, quantities, unit prices, and taxes.
- Customizable Data Output: The integrated Code node allows for easy adjustments to the extracted fields and the final data structure, ensuring it perfectly matches your specific requirements.
- Automated Excel Generation: Receive your processed invoice data neatly organized in a downloadable Excel (XLS) file, simplifying integration with other tools or for manual review.
How To Use
- Configure DocSumo Credentials: In the three 'HTTP Request' nodes, set up your DocSumo API Key using the 'Generic Credential Type' with 'HTTP Header Auth'.
- Access the Form Trigger: Activate the 'On form submission' node to generate a unique webhook URL. You can share this URL or embed the generated form on your internal portals.
- Upload Your Invoice: Submit an invoice file (PDF, image, etc.) via the form generated by the 'On form submission' node.
- Customize Data Extraction (Optional): The 'Code' node handles the mapping and structuring of the extracted data. Adjust the JavaScript within this node to modify which header fields or line item columns are extracted, or to change their names.
- Receive Your Excel File: After processing, the workflow will output your structured invoice data into an Excel (.xls) file.
Apps Used
Workflow JSON
{
"id": "9d07f5fd-0135-4e0d-8b90-a698b09534af",
"name": "Automated Invoice Data Extraction To Excel With DocSumo",
"nodes": 10,
"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.
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ID: 9d07f5fd-0135...
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