Automatisierte Quittungsverarbeitung und Steuerklassifizierung mit PDF Vector und Google Drive

• •Google Drive API-Anmeldedaten
• •Google Sheets API-Anmeldedaten

{
  "meta": {
    "instanceId": "placeholder"
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  "nodes": [
    {
      "id": "overview-note",
      "name": "Belegübersicht",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        50,
        50
      ],
      "parameters": {
        "color": 5,
        "width": 350,
        "height": 180,
        "content": "## 🧾 Receipt & Tax Tracker\n\nAutomated expense management:\n• **Monitors** receipt folder hourly\n• **Extracts** data from photos/PDFs\n• **Categorizes** for tax purposes\n• **Calculates** deductions\n• **Syncs** with QuickBooks"
      },
      "typeVersion": 1
    },
    {
      "id": "input-note",
      "name": "Eingabequellen",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        450,
        450
      ],
      "parameters": {
        "width": 250,
        "height": 150,
        "content": "## 📸 Receipt Input\n\nHandles all formats:\n• Phone photos\n• Scanned PDFs\n• Email forwards\n• Poor quality images\n\n💡 OCR enhancement"
      },
      "typeVersion": 1
    },
    {
      "id": "tax-note",
      "name": "Steuerkategorien",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        850,
        450
      ],
      "parameters": {
        "color": 4,
        "width": 260,
        "height": 160,
        "content": "## 💰 Tax Logic\n\n**Auto-categorizes:**\n• Travel expenses\n• Office supplies\n• Meals (50% deduction)\n• Utilities\n\n⚠️ Consult tax advisor!"
      },
      "typeVersion": 1
    },
    {
      "id": "manual-trigger",
      "name": "Manueller Auslöser",
      "type": "n8n-nodes-base.manualTrigger",
      "notes": "Process receipt",
      "position": [
        250,
        300
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "google-drive",
      "name": "Google Drive - Beleg abrufen",
      "type": "n8n-nodes-base.googleDrive",
      "notes": "Retrieve receipt from Drive",
      "position": [
        450,
        300
      ],
      "parameters": {
        "fileId": "={{ $json.fileId }}",
        "operation": "download"
      },
      "typeVersion": 3
    },
    {
      "id": "pdfvector-extract",
      "name": "PDF Vector - Beleg extrahieren",
      "type": "n8n-nodes-pdfvector.pdfVector",
      "notes": "Extract receipt data",
      "position": [
        650,
        300
      ],
      "parameters": {
        "prompt": "Extract all receipt information from this document or image including merchant name and address, transaction date and time, all items with descriptions and prices, subtotal, tax amount and rate, tip if applicable, total amount, payment method, and any loyalty or membership numbers. Use OCR if this is a scanned receipt or image.",
        "schema": "{\"type\":\"object\",\"properties\":{\"merchant\":{\"type\":\"object\",\"properties\":{\"name\":{\"type\":\"string\"},\"address\":{\"type\":\"string\"},\"phone\":{\"type\":\"string\"},\"taxId\":{\"type\":\"string\"}}},\"transaction\":{\"type\":\"object\",\"properties\":{\"date\":{\"type\":\"string\"},\"time\":{\"type\":\"string\"},\"receiptNumber\":{\"type\":\"string\"},\"cashier\":{\"type\":\"string\"}}},\"items\":{\"type\":\"array\",\"items\":{\"type\":\"object\",\"properties\":{\"name\":{\"type\":\"string\"},\"description\":{\"type\":\"string\"},\"quantity\":{\"type\":\"number\"},\"unitPrice\":{\"type\":\"number\"},\"totalPrice\":{\"type\":\"number\"},\"taxable\":{\"type\":\"boolean\"}}}},\"financial\":{\"type\":\"object\",\"properties\":{\"subtotal\":{\"type\":\"number\"},\"taxRate\":{\"type\":\"number\"},\"taxAmount\":{\"type\":\"number\"},\"tip\":{\"type\":\"number\"},\"total\":{\"type\":\"number\"},\"currency\":{\"type\":\"string\"}}},\"payment\":{\"type\":\"object\",\"properties\":{\"method\":{\"type\":\"string\"},\"lastFourDigits\":{\"type\":\"string\"},\"authCode\":{\"type\":\"string\"}}},\"loyalty\":{\"type\":\"object\",\"properties\":{\"memberNumber\":{\"type\":\"string\"},\"pointsEarned\":{\"type\":\"number\"},\"pointsBalance\":{\"type\":\"number\"}}}},\"required\":[\"merchant\",\"financial\"],\"additionalProperties\":false}",
        "resource": "document",
        "inputType": "file",
        "operation": "extract",
        "binaryPropertyName": "data"
      },
      "typeVersion": 1
    },
    {
      "id": "pdfvector-categorize",
      "name": "PDF Vector - Steuerkategorisierung",
      "type": "n8n-nodes-pdfvector.pdfVector",
      "notes": "Categorize for taxes",
      "position": [
        850,
        300
      ],
      "parameters": {
        "prompt": "Based on this receipt document or image, determine: 1) The most appropriate tax category (meals, travel, supplies, equipment, etc.), 2) Whether this is likely tax deductible for business, 3) If this is a meal receipt, what percentage would typically be deductible, 4) Any special considerations for tax purposes. Process any image format using OCR if needed.",
        "resource": "document",
        "inputType": "file",
        "operation": "ask",
        "binaryPropertyName": "data"
      },
      "typeVersion": 1
    },
    {
      "id": "process-expense",
      "name": "Ausgabendaten verarbeiten",
      "type": "n8n-nodes-base.code",
      "notes": "Validate and categorize",
      "position": [
        1050,
        300
      ],
      "parameters": {
        "jsCode": "// Process receipt data and tax categorization\nconst receiptData = $node['PDF Vector - Extract Receipt'].json.data;\nconst taxCategory = $node['PDF Vector - Tax Categorization'].json.answer;\n\n// Validate financial calculations\nlet validationErrors = [];\nif (receiptData.items && receiptData.items.length > 0) {\n  const calculatedSubtotal = receiptData.items.reduce((sum, item) => sum + (item.totalPrice || 0), 0);\n  if (Math.abs(calculatedSubtotal - receiptData.financial.subtotal) > 0.02) {\n    validationErrors.push('Item totals do not match subtotal');\n  }\n}\n\n// Calculate tax consistency\nconst expectedTax = receiptData.financial.subtotal * (receiptData.financial.taxRate / 100);\nif (Math.abs(expectedTax - receiptData.financial.taxAmount) > 0.02) {\n  validationErrors.push('Tax calculation inconsistency');\n}\n\n// Determine expense category and deductibility\nlet expenseCategory = 'Other';\nlet deductiblePercentage = 100;\nlet taxNotes = '';\n\nif (taxCategory.toLowerCase().includes('meal')) {\n  expenseCategory = 'Meals & Entertainment';\n  deductiblePercentage = 50; // Typical meal deduction\n  taxNotes = 'Business meal - 50% deductible';\n} else if (taxCategory.toLowerCase().includes('travel')) {\n  expenseCategory = 'Travel';\n  deductiblePercentage = 100;\n  taxNotes = 'Business travel expense';\n} else if (taxCategory.toLowerCase().includes('supplies')) {\n  expenseCategory = 'Office Supplies';\n  deductiblePercentage = 100;\n  taxNotes = 'Business supplies';\n}\n\n// Create processed expense record\nconst processedExpense = {\n  // Receipt data\n  merchant: receiptData.merchant.name,\n  date: receiptData.transaction.date,\n  amount: receiptData.financial.total,\n  currency: receiptData.financial.currency || 'USD',\n  \n  // Tax information\n  expenseCategory,\n  deductiblePercentage,\n  deductibleAmount: (receiptData.financial.total * deductiblePercentage / 100).toFixed(2),\n  taxNotes,\n  \n  // Original data\n  originalReceipt: receiptData,\n  aiCategorization: taxCategory,\n  \n  // Validation\n  isValid: validationErrors.length === 0,\n  validationErrors,\n  \n  // Metadata\n  processedAt: new Date().toISOString(),\n  taxYear: new Date(receiptData.transaction.date).getFullYear()\n};\n\nreturn [{ json: processedExpense }];"
      },
      "typeVersion": 2
    },
    {
      "id": "save-spreadsheet",
      "name": "In Ausgabenliste speichern",
      "type": "n8n-nodes-base.googleSheets",
      "notes": "Track in spreadsheet",
      "position": [
        1250,
        300
      ],
      "parameters": {
        "data": "={{ [[$json.date, $json.merchant, $json.expenseCategory, $json.amount, $json.deductibleAmount, $json.deductiblePercentage + '%', $json.taxNotes, $json.processedAt]] }}",
        "range": "A:H",
        "sheetId": "{{ $json.taxYear }}-expenses",
        "operation": "append"
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "manual-trigger": {
      "main": [
        [
          {
            "node": "google-drive",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "process-expense": {
      "main": [
        [
          {
            "node": "save-spreadsheet",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "google-drive": {
      "main": [
        [
          {
            "node": "pdfvector-extract",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "pdfvector-extract": {
      "main": [
        [
          {
            "node": "pdfvector-categorize",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "pdfvector-categorize": {
      "main": [
        [
          {
            "node": "process-expense",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}