Inbox2Ledger is an end-to-end n8n template that turns a noisy finance inbox into a clean, structured ledger. It fetches…
Inbox2Ledger is an end-to-end n8n template that turns a noisy finance inbox into a clean, structured ledger. It fetches emails, uses AI guardrails to keep only finance-relevant messages, extracts invoice/receipt fields via an OCR-style agent, validates and auto-categorizes each expense, generates a unique case ID, and appends the result to a Google Sheet for accounting or downstream automations. Key Features Trigger*: Form submission or scheduled fetch (sample *On form submission node included) AI Filter**: Guardrail node determines whether an email is finance-related (payments, invoices, receipts) Keyword Filter**: Filters common invoice/bill/payment subject keywords Extraction**: Language-model agent returns normalized JSON: vendor_name invoice_date (YYYY-MM-DD) invoice_id total_amount tax_amount currency items_summary vendor_tax_id Validation**: Code node checks required fields and amount formats; flags extraction errors Categorization**: Rule-based expense categorizer (software & hosting, subscriptions, travel, payroll, etc.) with MCC/vendor fallbacks Output**: Appends structured rows to a Google Sheet with mapped columns: invoice_id, vendor_name, invoice_date, total_amount, currency, tax_amount, gl_category, approval_status, timestamp, case_id, items_summary, vendor_tax_id, processed_at High Accuracy**: Low false-positive rate using combined AI guardrails + subject filtering Quick Setup**: Example nodes and credentials pre-configured in the template Included Nodes & Flow Highlights On form submission (date picker trigger) → Get Email Content (Gmail) → Guardrail: Is Finance? (LangChain Guardrails) → IF (Guardrail Passed) → Filter Finance Keywords → AI Agent (Email OCR) → Validate Extraction → Check for Errors → Apply Finance Rules → Log to Invoices Sheet (Google Sheets) (Full node list and configuration included in the template.) Requirements & Credentials Gmail OAuth2 (read access)** — for fetching emails OpenAI API key (or compatible LLM)** — for guardrails & extraction Google Sheets OAuth2** — to append rows to the invoice sheet Recommended: Use the Google Sheet ID included in the template, or replace it with your own Sheet ID and gid. Quick Setup Guide 👉 Demo & Setup Video Import the template into n8n Connect and authorize credentials: Gmail, Google Sheets, OpenAI (or preferred LLM) Update the Google Sheet ID / sheet gid if using your own sheet (Optional) Adjust the Guardrail topicalAlignment threshold or filter keywords Test using the form trigger or a single email, then enable the workflow Configuration Tips The extraction agent outputs a strict JSON schema — keep it for reliable downstream mapping Use a low LLM temperature (0.2) for deterministic extraction For non-USD currencies, ensure your accounting system supports the currency field or add a conversion step For high-volume inboxes, enable batching or rate-limit the Gmail node to avoid API quota issues Privacy & Security This template processes real email content and financial data — store credentials securely Restrict access to the n8n instance to authorized users only Review data-retention policies if using a hosted LLM service Example Use Cases Auto-log vendor invoices from email into an accounting Google Sheet Build an audit trail with case IDs for finance teams Preprocess incoming receipts before forwarding to AP tools or ERPs Tags (Recommended) finance, invoices, email, ai, ocr, google-sheets, automation, accounting, n8n-template. An n8n automation workflow template by Pratyush Kumar Jha.
Pratyush Kumar Jha
web
free
Others in the same category, ranked by how often they are opened.
