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Workflows / Invoice OCR → Tally Sync
FinanceMakeZapier~15 min setupv2.0.9

Invoice OCR → Tally Sync

Drop invoice PDFs in a folder → extracted with GPT-4 Vision → synced to Tally.

MakeGGPT-4 VisionTTally
Runs
7.0k
Forks
347
Cost / run
~$0.029
Updated
5d ago

Node graph preview

6 nodes · Make
Make node graph
preview
okerr
Trigger
Make webhook
Validate
sanitize + enrich
AI Step
GPT-4 Vision
Branch
route by result
Deliver
Tally
Observe
alert on failure

How it works

  1. 1
    Trigger
    Webhook / schedule / form submission fires the workflow.
  2. 2
    Validate & Enrich
    Inputs are sanitized; missing data is enriched via API lookups.
  3. 3
    AI Step
    GPT or Claude classifies, summarizes, or generates the next action.
  4. 4
    Branch & Route
    Conditional logic routes to the right downstream system.
  5. 5
    Write to Destination
    Final payload is delivered to CRM / DB / Slack / email.
  6. 6
    Observability
    Failures route to an alert channel with full payload context.

Preconfigured for every model

Swap the model node in one click. Local-first variants included where possible.

OllamaLocal

Env vars templated

Fill these in your Make workspace — we never touch your keys.

  • OPENAI_API_KEY=•••
  • ANTHROPIC_API_KEY=•••
  • WEBHOOK_URL=•••

Changelog

  1. v2.0.9
    Bumped model node to latest Claude Sonnet + Groq fallback.
    2d ago
  2. v2.0.0
    Added env-var templating for API keys.
    3w ago
  3. v1.0.0
    Initial public release.
    2mo ago

Requirements

  • Active Make instance (self-hosted or cloud)
  • API keys for: Make, GPT-4 Vision, Tally
  • Basic understanding of webhooks and JSON
  • Optional: A Slack channel for alerts

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n8nStripeClaude
251 runs 94 forks ~$0.019/run
Aarav Mehta
165
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