Templates / Automated financial document processing with Google Gemini OCR

Automated financial document processing with Google Gemini OCR

Needs changes

by Didac Fernandez ✓ · 1,422 views · created 2025-09-28 · Invoice Processing, AI RAG

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 35 nodes and runs when another workflow calls it (plus 3 other triggers). Along the way it connects Google Sheets, Google Drive and OpenRouter Chat Model. It also calls generativelanguage.googleapis.com over HTTP.

How it runs

Trigger: When another workflow calls it (plus 3 other triggers).

  1. AI Agent: runs an AI agent, with model: OpenRouter Chat Model; 3 tools (Expenses, Invoices, Transactions)
  2. Google Drive: download
  3. Google Drive: download
  4. Upload PDF to Google Gemini (HTTP Request): calls generativelanguage.googleapis.com (POST)
  5. Save Invoice (Google Drive): uses Google Drive
  6. Edit Fields (Edit Fields (Set)): sets 1 field: Response
  7. Upload PDF to Google Gemini (HTTP Request): calls generativelanguage.googleapis.com (POST)
  8. Upload PDF to Google Gemini (HTTP Request): calls generativelanguage.googleapis.com (POST)
  9. Download Data from Google Gemini (HTTP Request): calls generativelanguage.googleapis.com (POST)
  10. Merge: merges the data from its input branches

…plus 15 more steps. See the full node list below.

Services it uses

Google SheetsGoogle DriveOpenRouter Chat Model

HTTP calls to: generativelanguage.googleapis.com

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • AI Agent v1 (old agent modes) in AI Agent (v1.9): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).

Removed in 3.0Replace with
AI Agent v1 (old agent modes)
AI Agent (v1.9)
Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.

Nodes used (15)

From the author

AI-Powered Financial Document Processing with Google Gemini This comprehensive workflow automates the complete financial document processing pipeline using AI. Upload invoices via chat, drop expense receipts into a folder, or add bank statements - the system…

Excerpt from Didac Fernandez's description on n8n.io.

View the original on n8n.io → Check your own copy

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