Receipt-to-Bookkeeper Agent for n8n
Turn a pile of receipts into a clean, categorized sheet your bookkeeper can work from.
Agent contents
- 01receipt-to-bookkeeper-agent.pdf
One indexed handbook: what it does, how to set it up, the workflow node by node, the rules it follows, the prompt, its limits, troubleshooting, and a real recorded run.
- 02receipt-to-bookkeeper-agent.n8n.json
The live workflow. Import this into n8n.
- 03receipt-to-bookkeeper-agent-smoke-test.n8n.json
A credential-free run that proves the gates work before you spend anything.
- 04INPUT_SCHEMA.json
What the workflow accepts.
Inside
What’s inside
Everything included in the downloadable agent workflow.
One indexed handbook: what it does, how to set it up, the workflow node by node, the rules it follows, the prompt, its limits, troubleshooting, and a real recorded run.
The live workflow. Import this into n8n.
A credential-free run that proves the gates work before you spend anything.
What the workflow accepts.
What it returns, field by field.
Acceptance cases, including the ones designed to fail.
Audience
Who it is for
Use it when these situations match your work.
- Freelancers preparing a clean accountant handoff
- Small businesses tidying expenses before tax season
- Owners who want categorised rows with missing fields flagged
- n8n users who want a tested starting workflow
Usage
How to use it
A practical sequence from download to finished output.
- Import and run the credential-free smoke test.
- Import the live workflow and connect one OpenAI credential.
- Fill in the Set Run Context node with your own details.
- Run the built-in sample and check every fact against the input.
- Paste your own input and review the result before acting on it.
Receipt-to-Bookkeeper Agent for n8n FAQ
Is this tax advice?
No. deductibility_signal is a prompt for your accountant, never a ruling. LIKELY_ALLOWABLE means the business purpose is visible in the receipt, nothing more. Your accountant decides.
Can it read a photo of a receipt?
Not in this free kit. You paste the text. Photo and email intake is what the premium version adds, because it needs additional services and credentials.
Does it recalculate VAT or convert currency?
Never. Amounts are copied exactly as printed. If gross, tax and net do not reconcile it records all three as written and flags it rather than silently fixing the arithmetic.
Can I do a month of receipts at once?
Yes. Separate each receipt with a line containing only three dashes. Each is categorised separately and you download one file with a row per receipt.
Is this an actual n8n workflow?
Yes. The download contains an importable live workflow plus a separate credential-free smoke test. It is not a prompt to paste into a chat window.
What do I need to set up?
One OpenAI credential in n8n. There is no OAuth and no external service to connect, because you paste the input directly into the workflow.
Can I use this for client work?
Yes. Review outputs before acting on them and do not resell the kit as-is.
Which AI model should I use?
The workflow ships with an OpenAI chat model selected in n8n. You can change it, but rerun the acceptance cases in TEST_CASES.json before relying on another model.
Does it act on the output by itself?
No. The workflow ends at a reviewed result. It does not send, post, file, or write to any external system.
Custom automation
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