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.n8n.json
Importable paste-in → AI categorisation → spreadsheet-ready row workflow.
- 02receipt-to-bookkeeper-agent-smoke-test.n8n.json
Credential-free test of the quality gate.
- 03AGENT_PROMPT.md
The complete production prompt used in the workflow.
- 04CATEGORY_RULES.md
Categories, deductibility signals, and amount handling.
Inside
What’s inside
Everything included in the downloadable agent workflow.
Importable paste-in → AI categorisation → spreadsheet-ready row workflow.
Credential-free test of the quality gate.
The complete production prompt used in the workflow.
Categories, deductibility signals, and amount handling.
Every field, threshold, and model setting.
Normalized input contract passed to the agent.
Validated output contract returned by the agent.
Prompt-injection, grounding, and human-review controls.
A worked input and the expected output shape.
Ten-minute import, sample run, and rollout guide.
Six acceptance cases with expected results.
Fixes for import, parsing, and output-quality problems.
Node flow, safety boundary, and extension points.
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 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
Want this agent connected to your workflow?
I can connect this agent workflow to your inbox, documents, sheets, CRM, or internal tools, with review steps and safeguards built in.
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