Finance & Ops · n8n

Compile Emailed Receipts Into a Monthly Expense Report Automatically

Collect receipts that arrive in your inbox all month, extract the details with AI, and generate a tidy monthly expense report ready for reimbursement.

difficulty Intermediatesetup 35 minresult At month-end you get a complete, categorized expense report built from your emailed receipts with zero manual entry.
  1. 1

    Collect Receipts

    Add a Gmail Trigger node on a Receipts label so each tagged email flows in as it arrives.

  2. 2

    Extract the Details

    Add an Extract From File node for PDFs plus an OpenAI node returning vendor, amount, date and a spend category.

  3. 3

    Append to the Sheet

    Add a Google Sheets node adding each receipt as a row in the current month's tab.

  4. 4

    Generate the Monthly Report

    Add a Schedule Trigger at month-end that totals the sheet by category and emails the summary.

  5. 5

    Activate and Test

    Activate both flows and forward a test receipt. Confirm it's parsed, logged, and included in the report.

Frequently asked questions

What about non-PDF receipts?

Add an OCR or vision step to read receipt images so photographed receipts are captured too.

Can I split by project?

Ask the AI to tag a project from the email context and group the report by project as well as category.

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