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The workflow

One click, and every new receipt is in your table.

The n8n workflow reads new invoices from your receipts folder, uses AI to tell incoming from outgoing invoices, and writes date, partner, category and amounts to a CSV file on your computer. Receipts it has already captured are skipped; uncertain ones are flagged for review.

The receipt capture workflow in n8n, every step annotated in German
The workflow after import. Every step is explained (in German).
The workflow sequence in n8n, from start to the entry in the table
The sequence at a glance: start manually or run daily on a schedule.
The dashboard

Income, expenses and result at a glance.

The Power BI dashboard reads the CSV file directly. New receipts captured, click refresh, done. Three pages: overview, categories and partners, and a receipt list with everything that needs checking.

Dashboard overview page with income, expenses, result and monthly trend
Overview: income, expenses and result per month.
Dashboard page categories and partners with expenses by category and supplier
Categories and partners: where the money goes and where it comes from.
What's included

Everything you need to set it up, step by step.

You set up the package yourself, following an illustrated guide. The package content is in German. If you'd rather not do the installation on your own, we set it up together with you via screen sharing.

  • n8n workflow ready to import, with a prepared schedule for daily runs
  • Power BI dashboard for income & expenses, plus a version with sample data
  • Ready-made folder structure with Docker configuration for n8n
  • Quick guide as PDF (German): requirements and setup in four illustrated steps
  • Help and troubleshooting online in your client account (German)
  • Five test receipts, so you can check the first run without your own invoices
Requirements

Windows PC

Windows 10 or 11, 8 GB RAM, administrator rights and virtualization enabled (for WSL 2). On company PCs your IT may need to approve. Power BI Desktop is only available for Windows.

Docker Desktop

Free for small businesses. n8n runs inside it.

OpenAI account

Your own API key. The workflow uses a low-cost model, approx. 1 cent per receipt or less (not binding).

Power BI Desktop

Free from the Microsoft Store.

FAQ
Do I need programming skills?

No. The guide walks you through every step, from installation to the first run.

What does it cost to run?

Only your OpenAI usage, billed through your own account. The workflow uses a low-cost OpenAI model; as of today that is approx. 1 cent per receipt or less, depending on the number of pages. This figure is not binding: OpenAI sets its prices and may change them at any time. A monthly limit in your OpenAI account caps your costs. No subscription with WorconIQ.

Does it replace my bookkeeping?

No. The package gives you an overview of income and expenses. It is neither bookkeeping nor tax advice.

How do I get the package?

You order via the order form and receive an invoice by email. Once payment is received, we unlock the download in your client account on worconiq.de. The offer is for businesses only.

What if I get stuck during setup?

Write to office@worconiq.de. If you would rather not set it up yourself at all, choose the package with setup. Further support is billed by effort.

Is the package available in English?

The workflow notes, the dashboard and the guide are in German. The workflow itself works with receipts in any language. Questions in English are welcome.

Starter package

Receipts in. Overview out.

from €500 Excl. VAT. With setup by us €750. For businesses only. Our terms and the licence terms apply (German, legally binding).