Extract OCR Document for Financial Processing

Extract and process OCR data from invoices for financial analysis.

About

This workflow automates the extraction of key financial data from invoices using OCR technology. Designed for finance teams and accounting departments, it captures invoice identifiers, dates, vendor details, line items, and totals into structured JSON. Practical applications include automating invoice processing, reducing manual data entry errors, and streamlining financial reconciliation across various industries. By integrating with Google Sheets, the extracted data is easily accessible for further analysis and reporting, enhancing productivity and accuracy in financial operations.

How to use this template

Ensure your Gmail account is connected as the workflow triggers from Gmail attachments.
Set the workflow to monitor your Gmail inbox for incoming invoices.
Upon receiving an email with an invoice attachment, the workflow will automatically extract data using OCR and process it into a structured format.
The processed data is then appended to a designated Google Sheet for easy access and analysis.
Review the Google Sheet for the extracted invoice details.

FAQs

What types of documents can this workflow process?

This workflow is designed to process invoices with clear text and typical financial details.

How is the extracted data stored?

The extracted data is stored in a Google Sheet, formatted as structured JSON for easy analysis.

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