# Receipt OCR to Zoho Books Expense Pipeline > Automates the process of collecting receipt images, uploading them to File Management, running OCR to extract expense data, and adding them as categorized expenses in Zoho Books. Receipts paid with a credit card ending in 9018 are mapped to the Chase Example CC payment account, and receipts paid with a credit card ending in 0999 are mapped to the Bank Of America Example CC payment account. Receipts are processed through OCR 10 at a time. A human is notified when all receipts have been uploaded to the bookkeeping software. Content type: workflow Source URL: https://www.agentpmt.com/agent-workflow-skills/receipt-ocr-to-zoho-books-expense-pipeline Markdown URL: https://www.agentpmt.com/api/agent/workflows/receipt-ocr-to-zoho-books-expense-pipeline?format=agent-md Updated: 2026-03-21T04:25:58.889Z Author: firef1ie --- Estimated time saved: 60 minutes. ## Tools - File Management - Document OCR Agent - Zoho Books ## Workflow Outline 1. Request Receipt Images or Folder Location: Goal: Ask the user to provide receipt images or specify the folder location where receipts are stored | Inputs: None - this is the first step of the workflow | Outputs: A list of receipt image files or a folder path con... 2. Credit Card Payment Mapping Rules: Goal: Establish the credit card payment mapping rules that will be used when categorizing expenses in Zoho Books | Inputs: Receipt images or folder location from the previous step | Outputs: Confirmation that the credit... 3. Upload Receipts to File Management: Upload each receipt image with File Management using action 'upload_standard'. Record the returned file_id for each uploaded receipt, as these IDs will be passed to the OCR agent... 4. Process Receipts 10 at a Time: Repeat this section for each receipt_batch. Iterate through the uploaded receipt files in batches of 10. For each batch, send the receipts to the OCR agent, categorize the extracted d... 5. OCR Receipt via Document OCR Agent: Send the current receipt, using its File Management file_id from the upload step, to the Document OCR Agent. Extract all relevant expense data including: vendor/merchant name, dat... 6. Notify All Receipts Uploaded: Send a other request to a human. All receipts have been processed and uploaded to Zoho Books as categorized expenses. Each receipt was scanned via OCR, categorized with the... 7. Categorize Expense and Map Payment Account: Goal: Analyze the OCR-extracted receipt data and determine the correct expense category, vendor, amount, and payment account for Zoho Books | Inputs: OCR-extracted data from the receipt including vendor name, date, amou... 8. Add Expense to Zoho Books: Create an expense entry in Zoho Books using the categorized data from the previous step. Include the correct expense account (category), vendor name, total amount, transaction dat... ## 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 ", "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 69915a1daa85db8efed133d4 ("Receipt OCR to Zoho Books Expense Pipeline").