Finance and ops Workflow automation n8n and Make style

Document automation that refuses to guess.

A PDF goes in. A checked row and a Slack alert come out. Bad scans and duplicates go to a human, not into your books.

Receipts, purchase orders, delivery notes. Read, validate and route is the same job for all of them.

1

A document arrives

By email or upload. PDF or photo.

2

Fields read out

Vendor and date. Line items. Totals.

3

Checks run

Math adds up. Not a duplicate. Nothing missing.

4

Booked and flagged

A clean row is posted. A Slack alert fires.

Anything off goes to a human

A failed check stops the row. It never lands in your books unseen.

The problem

Typing documents by hand is slow and quietly expensive.

Someone opens each PDF. They read off the numbers. They paste them into a sheet or a tool. They hope they did not fat-finger a total or log the same one twice.

It works until volume climbs. Then it eats hours and lets real mistakes through.

This build removes the typing and keeps a human in charge of the tricky cases. You get speed without handing your books to a black box.

  • Duplicates blocked. The same invoice cannot be booked twice.
  • Totals verified. Line items are summed and matched to the stated total.
  • Bad scans caught. A blurry or partial invoice is sent to review, not guessed.
Try it live

Push a real invoice through it.

Shown here on invoices. The same engine reads receipts, purchase orders and delivery notes. Simulated data, real engineering.

This runs the same engine I would build for you. Poke at it and try to make it slip.

Want this running on your documents?

Tell me which documents pile up and how they reach you. I will reply with the fastest honest way to automate it.