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Save 4+ hours per week Finance teams manually enter dozens of invoices. This agent extracts data instantly.

How it works

1

PDF uploaded

Invoice PDF arrives via email forward or folder upload

2

Extract data

PDF.co parses vendor, invoice number, dates, line items, totals

3

Log to Sheets

Append row with extracted data and status for review

4

Notify team

Slack message confirms processing with key details

Build with NIRA

Copy this prompt to create the workflow in seconds

When a new PDF invoice is uploaded to [folder_path]:

1. Extract the PDF content using PDF.co document parser
2. Identify and extract:
   - Vendor/Company Name
   - Invoice Number
   - Invoice Date
   - Due Date
   - Line items (description, quantity, unit price)
   - Subtotal, Tax, Total Amount
   - Payment terms
3. Validate the extracted data (check for missing required fields)
4. Append a new row to Google Sheet [spreadsheet_id] with:
   - Timestamp | Vendor | Invoice # | Date | Due Date | Total | Status
5. Send Slack notification to [channel]:
   "New invoice processed: [Vendor] - [Invoice #] - $[Total] due [Due Date]"
6. If extraction fails or data is incomplete, flag for manual review

Trigger: File upload webhook or scheduled folder scan
Build This Workflow

Data extracted

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Vendor Name

Company issuing the invoice

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Invoice Number

Unique identifier for tracking

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Dates

Invoice date and due date

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Total Amount

Subtotal, tax, and final amount

Variations

Auto-approve small invoices

Skip manual review for invoices under a threshold.

If total under $500, mark as "Auto-Approved". If $500-$5000, mark as "Pending Review". Over $5000, mark as "Requires Approval".

Match to purchase orders

Cross-reference invoices with existing POs.

Search PO spreadsheet for matching PO number. If found and within 5% of amount, mark as "Matched". Flag discrepancies for review.

FAQ

What invoice formats are supported?

PDF.co works with standard PDF invoices. Scanned documents work if the text is OCR-readable. Handwritten invoices may have lower accuracy.

What happens if extraction fails?

The workflow flags the invoice for manual review and sends a Slack notification. The original PDF is preserved so nothing is lost.

Can this integrate with accounting software?

Yes. Add connectors for QuickBooks, Xero, or other platforms to push extracted data directly into your accounting system.