AI Invoice Processing Agent: Telegram to SAP B1 via GPT-4o & OCR
Integrates with:
Overview
Unlock End-to-End Invoice Automation with this AI Agent
This AI Agent transforms your invoice processing by automating the journey from PDF receipt in Telegram to structured data in Google Sheets and optional entry into SAP Business One. It employs sophisticated AI-driven OCR (LlamaIndex) and Large Language Model capabilities (GPT-4o via LangChain) to intelligently read, understand, and organize invoice information, significantly reducing manual effort and speeding up your financial workflows.
Key Features & Benefits
- AI-Powered Document Understanding: Leverages LlamaIndex OCR to digitize PDF invoices and an LLM (e.g., GPT-4o via LangChain) to accurately extract and structure data like invoice numbers, dates, line items, and totals into editable JSON.
- Seamless Telegram Ingestion: Effortlessly capture invoices sent as PDFs via Telegram, acting as a simple and accessible input channel.
- Automated Data Logging & Organization: Systematically logs extracted invoice headers and detailed line items into dedicated tabs within a connected Google Sheet for easy tracking and review.
- Interactive SAP B1 Integration: Optionally, and with user confirmation via Telegram, pushes the structured invoice data directly into SAP Business One, creating Purchase Invoices automatically.
- Human-in-the-Loop Confirmation: Includes a Telegram bot interaction to ask for user approval before sending data to SAP, ensuring control and accuracy.
- Error Reduction & Efficiency Boost: Minimizes manual data entry errors and frees up valuable team resources by automating a typically time-consuming process.
- Customizable LLM Interaction: The structured output parsing and LLM prompts within LangChain are configurable, allowing you to fine-tune data extraction for various invoice formats.
Use Cases
- Streamline accounts payable for B2C e-commerce by automatically processing supplier invoices received via Telegram, reducing manual data entry into accounting systems like SAP B1.
- For B2B SaaS companies, accelerate client or vendor invoice processing by enabling submission through a simple Telegram interface, with AI handling data extraction and ERP updates.
- Enhance operational efficiency in finance departments by automating the capture, structuring, and routing of invoice data, freeing up teams for strategic tasks.
- Improve data accuracy in financial records by leveraging AI for OCR and intelligent data extraction, minimizing human error in SAP Business One or Google Sheets entries.
Prerequisites
- An n8n instance (Cloud or self-hosted).
- Telegram API Key (Bot Token from BotFather).
- Google Sheets API credentials.
- OpenAI API Key (with access to a model like GPT-4o).
- LlamaIndex API Key (for OCR processing as described in the workflow).
- SAP Business One Service Layer credentials (User, Password, Company DB, URL) if using the SAP integration.
- A Google Spreadsheet with two sheets: 'Header' and 'Details', pre-configured with necessary columns.
Setup Instructions
- Download the n8n workflow JSON file.
- Import the workflow into your n8n instance.
- Configure Credentials in n8n for: Telegram API (your bot token), Google Sheets API, and OpenAI API.
- Set Up Environment Variables in your n8n instance (or configure directly in nodes) for:
LLAMAINDEX_API_KEY
,SAP_USER
,SAP_PASSWORD
,SAP_COMPANY_DB
,SAP_URL
. - Prepare your Google Spreadsheet: Create two sheets named 'Header' and 'Details'. Add columns appropriate for invoice main data and line item details respectively.
- Configure Nodes:
- Telegram Trigger: Update with your bot configuration.
- LlamaIndex OCR (HTTP Request Node): Ensure the API endpoint is correct and the
LLAMAINDEX_API_KEY
is accessible (from env var or direct input). - LangChain OpenAI Chat Model Node: Select your OpenAI credential and preferred model (e.g., GPT-4o).
- Google Sheets Nodes: Connect to your prepared spreadsheet and map data fields to the 'Header' and 'Details' sheets.
- SAP B1 (HTTP Request Nodes): Verify connection details using SAP credentials for the Service Layer API if you plan to use this part.
- Customize the LangChain prompts or structured output parser schema if needed to better fit your specific invoice formats.
- Test the workflow thoroughly, perhaps starting with the SAP integration disabled or pointed to a test SAP environment.
- Activate the workflow for live invoice processing.
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