# Invoice OCR and Booking Pipeline

> 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.

Content type: workflow
Source URL: https://www.agentpmt.com/agent-workflow-skills/invoice-ocr-and-booking-pipeline
Markdown URL: https://www.agentpmt.com/api/agent/workflows/invoice-ocr-and-booking-pipeline?format=agent-md
Updated: 2026-04-19T18:29:42.593Z
Author: firef1ie

---

Estimated time saved: 45 minutes.

## Tools

- File Management
- Document OCR Agent
- Google Sheets
- Zoho Books

## Workflow Outline

1. 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 val...
2. Upload Invoices to File Management: Upload all invoice files with File Management using action 'upload_standard'. Store each file and retain the returned file_id values or file URLs for the next step.
3. Process Each Invoice: Repeat this section for each invoice. For each uploaded invoice, extract data via OCR, categorize expenses, and book as a bill in Zoho Books.
4. OCR Extract Invoice: Extract invoice details: vendor name, invoice number, date, due date, line items with descriptions and amounts, subtotal, tax, and total.
5. Log Processing Summary: Create a processing summary spreadsheet with columns: Invoice Number, Vendor, Date, Total, Account Category, Zoho Books Status.
6. Categorize Invoice: Goal: Map the invoice line items to appropriate chart of accounts categories | Inputs: OCR-extracted invoice data including line items with descriptions and amounts | Outputs: Each line item mapped to an expense account...
7. Notify Completion: Send a other request to a human. Invoice processing complete. All invoices have been booked to Zoho Books and a summary has been logged.
8. Book Invoice to Zoho: Create a bill in Zoho Books with the vendor name, invoice number, date, line items mapped to the correct expense accounts, and total amount.

## 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:

```
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:

```
{
  "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](/docs/mcp-reference/connection) 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.

> Call the AgentPMT-Workflow-Skills tool with action 'get\_workflow\_skill' and skill\_id 69921becaa85db8efed137f8 ("Invoice OCR and Booking Pipeline").