Use “Invoice intake organizer” in Recued. Parse a received invoice or receipt (PDF / image / docx / scan) with the local docling tool into readable text - so any text model can read it - then extract vendor, number, amount, currency, and dates.
Invoice intake organizer
Use “Invoice intake organizer” in Recued. Parse a received invoice or receipt (PDF / image / docx / scan) with the local docling tool into readable text - so any text model can read it - then extract vendor, number, amount, currency, and dates.
Complete workflow
SMB Invoice Intake
2 pinned recipes
Use SMB Invoice Intake in Recued for solo, cold start, accounting, and bookkeeping. It includes 2 ready-to-run workflows and 2 related packs in one install.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Invoice intake watch (Google Drive folder)” in Recued. Watch a Google Drive folder for new invoice / receipt documents and stage their extracted finance data.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (13 steps)
parsed
?
skip: config.source_path is_empty
file_ref
default
Apply default
has_file
compare
Check if file ref has data
extract
?
skip: step.has_file not_equal true
defaults
defaults
Apply defaults
below_threshold
compare
Check if confidence is less than setting confidence threshold
now
date_add
Add 0 days to
skip_write
any
Check if any of the conditions are true
keep
?
skip: step.skip_write equal true
row_key
replace
Replace text in keep cas ref
stage_row
?
skip: step.skip_write equal true
staged
not
Apply not
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
doc type
setting
=
invoice
write mode
setting
=
preview
source path
setting
=
staging prefix
setting
=
smb_finance_staging
confidence threshold
setting
=
0.6
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.