Automated Expense Management and Filing Workflow

This n8n workflow streamlines the collection, processing, classification, storage, and notification of expenses submitted via a form. When a user submits an expense form, the workflow extracts receipt data from uploaded PDFs, uses AI to interpret and structure the document details, categorizes expenses into Personal, Business, or Shared categories, and uploads the receipts to the appropriate cloud storage. Additionally, it sends formatted email notifications with expense details, providing a comprehensive automation for expense tracking. This setup is ideal for organizations or households needing efficient expense validation, categorization, and recordkeeping.