Inês Carvalho
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Invoice OCR + accounting handoff
Email-in workflow: receipt PDF → OCR via Claude vision → categorize → push to accounting Notion DB → end-of-month CSV export.
Eliminated ~6 hours/month of manual receipt sorting.
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Problem
Founder forwarded receipts to bookkeeping. Bookkeeper typed them into Notion. Both sides hated it, errors were frequent, month-end close slipped.
Flow
Email-in IMAP → attachment to Claude vision → extract structured fields → confidence check → Notion DB row → monthly CSV export.
Cadence
Per receipt (instant), plus monthly batch export
What I built
- Dedicated email inbox parsed by n8n on each new message with attachment
- Claude vision extracts vendor, amount, currency, date, category
- Confidence threshold — anything below 0.85 is flagged for human review
- Monthly cron exports the period as CSV ready for accounting upload
Limits
- PDFs and JPEGs only — no HEIC or Apple Mail inline images yet
- Currency conversion uses month-end rate; daily rate is a roadmap item
AI tools used
- n8n
- Anthropic API
- Notion
@ines.carvalho