A team of professionals collaborating on AI technology solutions in a modern office.

AI Invoice Automation Agent

Project Type
Agentic AI Automation

Client
Toronto based Contracting company

We built an intelligent invoice assistant that:
✔️ Slash Processing Time: Cut 10-15 minute manual tasks to 2 minutes
✔️ Never Miss a Detail: 100% accurate data extraction using AI
✔️ Keep Everything Organized: Auto-save to Google Sheets & Drive
✔️ Instant Updates: Telegram alerts with key invoice info


Tech Stack:

n8n (Workflow Automation) | Telegram (Interface) | Google Workspace (Database/Storage)
OCR API (Text Extraction) | GPT-4 (Smart Summaries)


🔥 The Pain Points We Solved

A small business was drowning in:

  • 15min/invoice manual data entry

  • 1-in-5 errors in financial records

  • “Where’s that invoice?” chaos with scattered files

  • Surprise late fees from missed due dates

  • Zero visibility into payment timelines



💡 How Our Automation Works

(Telegram Trigger>OCR Extraction>Data Parsing>Google Sheets Update>Google Drive Upload)


Key Features

StageActionTools Used
1. SubmitSend invoice via TelegramTelegram Bot
2. ExtractRead text from imagesOCR API
3. OrganizeAuto-fill spreadsheetGoogle Sheets
4. StoreSave original fileGoogle Drive
5. AlertGet instant summaryGPT-4 + Telegram
Phase 1: Setup
  • Created Telegram bot for easy submissions

  • Prepared Google Sheets template:
    Invoice ID | Date | Amount | Due Date | Notes

  • Made “Invoices 2024” folder in Drive


Phase 2: Smart Workflow

[Telegram Photo] → [OCR Scan] → [Data Parser]  
→ [Google Sheets] → [Drive Backup] → [AI Summary]  

Phase 3: AI Magic


Taught GPT-4 to create:
🔹 One-line amount/due date alerts
🔹 Flag unusual payment terms
🔹 Simple English summaries


Phase 4: Testing
  • Ran 10+ real invoices through system

  • Simulated errors/missing data cases

  • Tuned until perfect accuracy

📈 Real-World Results


Before → After
  • ⌛ 15min manual entry → 90-second automation

  • ❌ 20% error rate → Perfect accuracy

  • 📂 Disorganized files → Auto-sorted archive

  • 😖 Missed deadlines → Calendar alerts


Business Impact:
  • Recovered 35+ hours/month in staff time

  • Eliminated late payment penalties

  • Enabled real-time financial tracking

Before → After