Templates / Automated financial document processing with Google Gemini OCR

Automated financial document processing with Google Gemini OCR

Needs changes

by Didac Fernandez ✓ · 1,422 views · created 2025-09-28 · Invoice Processing, AI RAG

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 35 nodes and runs when another workflow calls it (plus 3 other triggers). Along the way it connects Google Sheets, Google Drive and OpenRouter Chat Model. It also calls generativelanguage.googleapis.com over HTTP.

How it runs

Trigger: When another workflow calls it (plus 3 other triggers).

  1. AI Agent: runs an AI agent, with model: OpenRouter Chat Model; 3 tools (Expenses, Invoices, Transactions)
  2. Google Drive: download
  3. Google Drive: download
  4. Upload PDF to Google Gemini (HTTP Request): calls generativelanguage.googleapis.com (POST)
  5. Save Invoice (Google Drive): uses Google Drive
  6. Edit Fields (Edit Fields (Set)): sets 1 field: Response
  7. Upload PDF to Google Gemini (HTTP Request): calls generativelanguage.googleapis.com (POST)
  8. Upload PDF to Google Gemini (HTTP Request): calls generativelanguage.googleapis.com (POST)
  9. Download Data from Google Gemini (HTTP Request): calls generativelanguage.googleapis.com (POST)
  10. Merge: merges the data from its input branches

…plus 15 more steps. See the full node list below.

Services it uses

Google SheetsGoogle DriveOpenRouter Chat Model

HTTP calls to: generativelanguage.googleapis.com

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • AI Agent v1 (old agent modes) in AI Agent (v1.9): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Removed in 3.0Replace with
AI Agent v1 (old agent modes)
AI Agent (v1.9)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Nodes used (15)

From the author

AI-Powered Financial Document Processing with Google Gemini This comprehensive workflow automates the complete financial document processing pipeline using AI. Upload invoices via chat, drop expense receipts into a folder, or add bank statements - the system…

Excerpt from Didac Fernandez's description on n8n.io.

View the original on n8n.io → Check your own copy

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