Log in

OCR Invoice Extraction for QuickBooks to SAP S/4HANA

· Crux Research

Research Question

The user seeks to automate OCR extraction from daily scanned customer payment invoices into Excel files for ERP updates, currently using QuickBooks and planning migration to SAP S/4HANA.

Key Findings

  • Make provides native Koncile OCR and WiseOCR integrations with 9 pre-built templates for invoice extraction (e.g., QuickBooks PDF to structured data via Koncile OCR, outputs to CSV/XLSX).
  • QuickBooks Online has native support across platforms: Make (74 actions, 2 triggers), Zapier (premium, 33 actions, 29 triggers), n8n (33 actions), Pipedream (42 actions).
  • SAP S/4HANA has native support on Make (39 actions including Create Supplier Invoice, Cancel Supplier Invoice; 6 triggers like Watch Supplier Invoices) and limited on Zapier (premium, 1 action, 4 triggers).
  • Excel 365 integrations are native on Make (13 actions), Zapier (12 actions), Power Automate, and others for appending rows and tables.
  • No pre-built S/4HANA OCR templates found; chain OCR to S/4HANA actions viable.
  • Cost for 30,000 executions/month, 7 steps/workflow, 2 workflows: Make $214 monthly ($2,186 annual, Core 300K tier); Zapier $1,149 monthly ($9,228 annual, Professional 200K); n8n self-hosted $0; Pipedream $325 monthly.

Recommendation

Make is recommended for both QuickBooks and SAP S/4HANA due to native OCR (Koncile/WiseOCR), QuickBooks (74 actions), S/4HANA (39 actions), and Excel integrations with beginner setup (0.5 hours) at $214/month. Use pre-built QuickBooks OCR template now; extend to S/4HANA Create Supplier Invoice post-migration. Caveat: Custom validation may add steps; assumes cloud deployment and no M365 licenses specified.

Details

Cost comparison for 30,000 executions/month (prices as of 2026-03-20/2026-04-20):

Platform Monthly Cost Annual Cost QuickBooks Actions S/4HANA Actions Setup Time
Make $214 $2,186 74 39 0.5 hrs
Zapier $1,149 $9,228 33 1 0.5 hrs
n8n (self-hosted) $0 (~$7 infra) $0 33 Custom API 1 hr
Pipedream $325 $3,708 42 Custom 1.5 hrs
Power Automate $0 (w/ M365) $0 Limited Low 2 hrs

Make pricing: https://www.make.com/en/pricing
Zapier pricing: https://zapier.com/pricing
Templates include Make's "Extract data from invoices using OCR" (QuickBooks + Koncile OCR).

Methodology

Analysis used search_templates for "OCR invoice extraction excel", "QuickBooks OCR invoice extraction", "SAP invoice OCR extraction", "S/4HANA OCR/invoice"; check_solvability for Excel, OCR, QuickBooks, SAP, S/4HANA; compare_platforms for invoice-processing (30,000 executions/month, 7 steps/workflow, 2 workflows). Criteria: OCR/Excel/ERP integrations, actions/triggers, costs, templates. Limitations: No S/4HANA-specific OCR templates; community nodes excluded; assumes standard invoice fields.

FAQ

Does Make support QuickBooks OCR extraction?

Yes, Make has a dedicated template "Extract data from invoices using OCR" using QuickBooks API for PDF retrieval and Koncile OCR for structured fields like invoice number, dates, amounts, outputting to CSV/Excel.

Is SAP S/4HANA natively integrated?

Make provides official native integration with 39 actions (e.g., Create Supplier Invoice) and 6 triggers (e.g., Watch Supplier Invoices); Zapier offers limited premium support.

What is the cost at 30,000 monthly executions?

Make costs $214/month (Core 300K tier); Zapier $1,149/month (Professional 200K); n8n self-hosted $0 with ~$7/month infrastructure.

Can workflows chain OCR to ERP updates?

Yes, via Make: Scan trigger → Koncile OCR → Excel append → QuickBooks/S/4HANA Create Bill/Supplier Invoice.

Are there free options?

n8n self-hosted fits free tier ($0, intermediate difficulty); Power Automate free with M365 licenses but weak SAP support.