Latenode

Automate invoice and receipt data capture in Google Sheets

This automation allows users to automatically detect new invoice or receipt files in a Google Drive folder, extract key information such as date, vendor, and total amount using optical character recognition (OCR) and AI, and save the extracted data as a new row in a Google Sheets spreadsheet. This streamlines the document and invoice processing workflow, helping businesses and individuals efficiently manage their finances by automatically capturing and organizing their invoice and receipt data.

Updated Apr 6, 2026Est. run: 5sEst. cost: $0.005
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how credits work →
Documents & invoicing

Workflow preview

What this template does

  • Automatically detects new invoice or receipt files in a Google Drive folder
  • Extracts key information like date, vendor, and total amount using OCR and AI
  • Saves the extracted data as a new row in a Google Sheets spreadsheet
  • Consolidates invoice and receipt data into a structured spreadsheet
  • Provides an automated financial document processing workflow

How it works

1
Trigger

Scheduled check for new invoices and receipts

Every 1 hour, the automation checks the designated Google Drive folder for any new invoice or receipt files that have been added.

2
Logic

Filter out processed files

The automation skips any files that have already been extracted and processed, ensuring that only new invoices and receipts are handled.

3
Action

Download file from Google Drive

The automation fetches the new invoice or receipt file from the Google Drive folder so that it can be processed.

4
AI

Extract data from file using OCR

The automation uses optical character recognition (OCR) technology to extract key information from the invoice or receipt, such as the date, vendor, and total amount.

5
Logic

Process the OCR results

The extracted data is normalized and formatted to match the desired format for the Google Sheets spreadsheet.

6
Action

Save the data to Google Sheets

The processed invoice or receipt data is then appended as a new row in the designated Google Sheets spreadsheet, allowing for efficient tracking and management of financial records.

Setup guide

1

Add Google Drive credential

1. In the Latenode Credentials panel, add a new Google Drive credential by clicking 'Add credential' and selecting 'Google Drive'. 2. Follow the authentication flow to grant Latenode access to your Google Drive account.

2

Configure Google Drive trigger node

1. In the Latenode visual builder, add a Google Drive Trigger node. 2. In the node settings, select the Google Drive folder you want to monitor for new invoice/receipt files. 3. Configure the node to trigger the workflow whenever a new file is added to the selected folder.

3

Configure Google Sheets node

1. In the Latenode visual builder, add a Google Sheets node. 2. In the node settings, select the Google Sheets spreadsheet and worksheet you want to write the extracted invoice/receipt data to. 3. Map the extracted data fields (e.g. date, vendor, total amount) to the corresponding columns in the spreadsheet.

4

Configure OCR node

1. In the Latenode visual builder, add an OCR node. 2. In the node settings, configure the OCR service credentials (e.g. API key) to be used for extracting text from the invoice/receipt files. 3. Customize the OCR settings, such as the language and output format, to match your needs.

5

Test the workflow

1. In the Latenode visual builder, click the 'Test workflow' button to manually trigger the automation. 2. Verify that new invoice/receipt files are being detected in the Google Drive folder, the data is being extracted correctly using OCR, and the information is being saved to the Google Sheets spreadsheet as expected.

Requirements

Connect a Google Drive account with access to the folder containing invoice and receipt files
Set up an OCR Space API key to enable optical character recognition on the documents
Grant the Google Sheets integration access to the spreadsheet where the extracted data will be saved
Configure the headless browser integration to access the target websites and documents

FAQ

Common questions about this template

This automation detects and processes new invoice or receipt files stored in a Google Drive folder. It can extract key information like date, vendor, and total amount from these documents using optical character recognition (OCR) and AI.

More templates

You might also like

Browse all templates →
Documents & invoicing

Sync Eventbrite registrations to QuickBooks Online sales

This automation template is designed to streamline the event registration and invoicing process for event organizers using Eventbrite and QuickBooks Online. When a new attendee registers for an event on Eventbrite, the automation will automatically generate a corresponding sales receipt in QuickBooks Online. This eliminates the need for manual data entry and ensures that the event organizer's financial records are up-to-date. The integration between Eventbrite and QuickBooks Online provides a seamless workflow, allowing event organizers to focus on delivering a great experience for their attendees while maintaining accurate financial records.

26s$0.0703
Documents & invoicing

Receive Slack notifications for new email read receipts in Latenode

This automation helps documents and invoice processing teams by automatically sending a private Slack message to a specific user or channel whenever a new read receipt is received via email through Latenode. This streamlines communication and ensures the relevant team members are promptly notified of important document or invoice updates.

26s$0.0703
Documents & invoicing

Automatically sync Dropbox files to Google Sheets using OCR

This automation allows users to automatically monitor a Dropbox account for new files, process those files through an OCR web service to extract text, and save the resulting data. It is designed for businesses or individuals who need to process documents and invoices efficiently. The automation integrates with Dropbox to watch for new file uploads, sends those files to an OCR service to convert the text to a machine-readable format, and then saves the extracted data for further processing or storage.

5s$0.005