Automated Tenant Billing & Utility Cost Processing workflow

Who is this for?

Ideal for property management companies, real estate firms, and accounting teams managing multiple tenants or utility statements every month.

What problem is this workflow solving?

Processing invoices manually from utility bills is slow and error-prone. Teams often have to read each document, extract data, calculate costs per tenant, create invoices, and send them out - all by hand. This workflow eliminates those steps, ensuring accuracy and efficiency at scale.

What this workflow does

  1. Detects and imports utility bill files from email or manual upload.
  2. Uses OCR and AI parsing to extract cost details (electricity, water, garbage, maintenance, tax, etc.).
  3. Combines extracted data with tenant information from the ERP.
  4. Calculates individual tenant costs automatically.
  5. Generates PDF inoices and cover letters.
  6. Archives all invoices and reports to SharePoint.

How to set up this workflow?

Built on n8n, this workflow integrates:

  • Email (for attachments or uploads)
  • OCR/AI Parser
  • ERP API (e.g., impower.de)
  • Excel
  • PDF Generator
  • SharePoint

To activate: Connect your email inbox, ERP, and SharePoint accounts, then upload a sample utility bill. The automation will process, calculate, and generate invoices instantly.

How to customize this workflow to your needs

  • Add custom tax or maintenance fee calculations.
  • Adjust invoice templates (e.g., company logo, language, or currency).
  • Send invoices via email automatically.
  • Integrate additional accounting tools (e.g., QuickBooks, Xero).

Need help customizing?

Please contact hello@icts.io for any custom request.

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