# 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: 2026-04-26T01:18:19.600Z
Author: firef1ie

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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.