AgentPMT

Invoice OCR and Booking Pipeline

Saves ~45 min

Details

Automates accounts payable by accepting uploaded vendor invoices, extracting invoice data via OCR (vendor name, invoice number, date, line items, totals), categorizing expenses to the correct chart of accounts, booking them as bills in Zoho Books, and logging a processing summary. Eliminates manual invoice data entry for accounting teams.

Tools In This Workflow

Workflow Steps

  1. 1Request Invoices
  2. 2Upload Invoices to File Management
  3. 3Process Each Invoice
  4. 4OCR Extract Invoice
  5. 5Categorize Invoice
  6. 6Book Invoice to Zoho
  7. 7Log Processing Summary
  8. 8Notify Completion
Step 1 of 8
Prompt1

Request Invoices

Goal: Collect vendor invoices from the user for processing | Inputs: User-provided invoice files (images or PDFs) | Outputs: Confirmed list of invoice files ready for upload and processing | Constraints: Accept only valid invoice formats (PDF, PNG, JPG, JPEG). Confirm the number of invoices received before proceeding. | Success criteria: At least one invoice file is provided and confirmed by the user

Frequently Asked Questions

How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

Agent prompt

Call the AgentPMT-Workflow-Skills tool with action 'get_workflow_skill' and skill_id 69921becaa85db8efed137f8 ("Invoice OCR and Booking Pipeline").

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