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Invoice intake organizer

by recued-core v3 21 views

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 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.

accountingbookkeepinginvoicereceipt
by recued-core pinned v3

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.

accountingbookkeepinginvoicereceipt
by recued-core pinned v3
View pack details, dependencies, and permissions →
How it works 13 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (13 steps)
◆ parsed recued-core.docling.document.to_markdown
To markdown document on docling
skip: config.source_path is_empty
■ file_ref default
Apply default
■ has_file compare
Check if file ref has data
✦ extract core.ai.extract
AI extracts structured fields from data
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 core.storage.file.persist
Persist storage file
skip: step.skip_write equal true
■ row_key replace
Replace text in keep cas ref
◆ stage_row core.storage.shared.write
Write storage shared
skip: step.skip_write equal true
■ staged not
Apply not
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 5 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

doc type setting = invoice
write mode setting = preview
source path setting = [object Object]
staging prefix setting = smb_finance_staging
confidence threshold setting = 0.6

Uses (4 operations)

Pack operation To markdown document on docling recued-core.docling.document.to_markdown
AI models AI extracts structured fields from data core.ai.extract
Files Persist storage file core.storage.file.persist
Shared store Write storage shared core.storage.shared.write

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read AI models core.ai.extract read-only
Write Files core.storage.file.persist external change
Write Shared store core.storage.shared.write external change

1 more isn't listed here. You'll see it at install.

Data it touches

SurfacesAI modelsFilesShared store
Warehousedata.shared

About

Tags

accountingbookkeepinginvoicereceiptexpensedoclingdocumentextractionintakestagingsmb-financeone-person-companypack:smb-invoice-financeai_surface

Details

13 steps 5 configurable settings recipe_id: invoice-intake-organizer