Extract PDF invoices into an Excel sheet with Duaer

Build the invoice flow in Duaer

1. Hire the invoice employee: open Duaer invoice extraction employee, sign in, hire it on the employee market, and select Copy ID under Hired.
2. Create a digital organization and add Form Trigger. Add one field labelled Invoices, set Element Type to File, turn on Multiple Files, and set Accepted File Types to .pdf.
3. Add a Code node, rename it Split files, and paste the code below. It turns one upload of many PDFs into one item per file, each on data.
4. Add Extract from File, set Operation to Extract From PDF and Input Binary Field to data. Each invoice text lands in text.
5. Add Duaer Employee, paste the ID into Position ID, and set Input to {{ $json.text }}.
6. Add Edit Fields, turn on Include Other Input Fields, and add a field file with {{ $('Split files').item.json.fileName }} so each row shows its source file.
7. Add Convert to File with Operation Convert to XLSX. All invoices become one sheet on binary.data.

const out = [];
for (const item of $input.all()) {
  for (const key of Object.keys(item.binary ?? {})) {
    out.push({
      json: { ...item.json, fileName: item.binary[key].fileName },
      binary: { data: item.binary[key] },
    });
  }
}
return out;

Columns in the Duaer invoice sheet

• vendor: the company name on the invoice.
• amount: a number string; currency: the currency code.
• tax_id, invoice_number, invoice_date (YYYY-MM-DD).
• file: the source PDF name.

Anything missing from the invoice is unknown; the employee does not invent numbers. Each invoice costs 8 credits at the employee price. Refer to Duaer plans and credits.

Send the Excel file

On the Duaer canvas you can download the xlsx from the Convert to File output. To deliver it every run, add Send Email with data as the attachment, or upload it with Google Drive.