Finance Automation · n8n
Forward receipts to an email address and the AI extracts, categorizes, and logs every expense automatically — no manual data entry, no lost receipts.
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The Problem
Piles of receipts, missing expenses, and hours spent on manual data entry are the financial operations problem every small business has.
Paper receipts pile up, email receipts get buried, and digital receipts live in apps no one opens. Expenses go unrecorded and unrecovered.
Logging expenses into a spreadsheet or accounting system manually takes hours each month — time better spent on revenue-generating activities.
Without automated tracking, there's no clear picture of current spending until month-end — too late to make proactive budget decisions.
What You Get
Forward any receipt email to a dedicated address — the AI automatically extracts vendor, amount, date, and category without any manual input.
GPT-4 reads receipt content (even from PDFs and image attachments) and extracts structured expense data with high accuracy.
Expenses are automatically categorized based on vendor, description, and amount — mapped to your custom expense categories or chart of accounts.
All expenses are logged in real time to a structured Google Sheet — sortable by date, category, vendor, or amount for instant reporting.
Automated monthly expense summaries are generated and delivered to your inbox — categorized totals, trend analysis, and budget comparison.
Optional integration with Xero or QuickBooks pushes approved expenses directly to your accounting system — eliminating double data entry.
Process
Gmail
Forward any receipt — digital invoice, payment confirmation, or receipt attachment — to your designated expenses email address.
OpenAI GPT-4
GPT-4 reads the email content and any attachments, extracting vendor name, amount, date, currency, and category with high accuracy.
Categorization Engine
The extracted data is matched against your category rules — assigning the expense to the correct budget line automatically.
Google Sheets
The categorized expense is immediately written to your expense Google Sheet — timestamped and accessible to your entire team.
Monthly Reporting
On the first of each month, an automated expense summary report is generated and emailed — with totals by category, top vendors, and month-over-month trends.
Pricing