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A weekend Workflow v1.0 · 2026-07-05

Receipt & invoice intake without the shoebox

Every receipt filed, tagged and ready for your accountant

⏱ Setup: A weekend (~5-8 h) 💶 Running: EUR 4-8/mo · software EUR 0 ⚡ Time saved: High — the monthly sorting evening disappears; fewer missed deductions 🔧 Built with: paperless-ngx + OCRmyPDF + Ollama
Receipts & expensesBookkeepingDocuments & archiveDocument reading (OCR)Self-hosted
For: Bakeries · Retail shops · Trades & contractors · Freelancers · Any business that invoices
Version history
v1.0 · 2026-07-05 — First release.

Every supplier invoice and fuel receipt lands in one searchable archive, OCR'd and tagged, ready for your accountant — self-hosted, software cost zero.

The problem

It's the 4th of the month. Your accountant wants Q2 expenses. Half your supplier invoices are PDF attachments buried in email, a quarter are paper receipts in a drawer, and the rest are screenshots on your phone. You spend an evening forwarding, scanning, and renaming files — and you'll do the exact same thing next quarter. For a 3–15 person business this is typically 2–5 hours a month of pure drag, plus the ones you lose, which cost real deductible expenses.

The architecture

Email (invoices@)Phone photoDesktop scannerpaperless-ngx — the digital archivereads every document and tags it automaticallyat month-endOne tidy export for your accountant
[ Email inbox (invoices@) ] ──┐
[ Phone scan app ] ───────────┤──▶ [ paperless-ngx consume folder / mail rule ]
[ Desktop scanner ] ──────────┘              │
                                           ▼
            [ OCR layer (OCRmyPDF, built in) → searchable PDF/A ]
                                           ▼
            [ Auto-tagging (built-in classifier learns from your corrections) ]
                                           ▼
            [ Searchable archive ] ──▶ [ monthly export → accountant / bookkeeping import ]

One machine, one Docker Compose file. paperless-ngx watches a mail account and a folder; everything dropped in comes out OCR'd, dated, tagged by supplier and document type, and full-text searchable. Your accountant gets a filtered export instead of a shoebox.

Tool choices — and why

paperless-ngx (GPL-3.0, 40.7k stars, release April 2026). The core. Chosen because it bundles the whole intake chain — mail consumer, OCR, classifier, archive, API — in one actively maintained package with a large community. The built-in classifier is not an LLM: it learns from your manual corrections, which is exactly right for a stable set of 20–50 recurring suppliers. Alternatives like building your own OCR pipeline mean owning table extraction, retries, and monitoring yourself — a net negative for a small team.

OCRmyPDF (MPL-2.0, 34.1k stars, release April 2026). The OCR engine paperless-ngx uses under the hood (Tesseract-based). Listed separately because it's also useful standalone for batch back-OCR of your existing PDF archive before migration.

Optional LLM extraction — Ollama (MIT, 175k stars, release June 2026). If you later want line-item extraction (amounts, VAT, invoice numbers as structured data), run a small local model via Ollama against paperless-ngx's API. Start without it; the searchable archive alone kills most of the pain. A note on vetting: the popular paperless-ai companion project failed our checks — its README carries an explicit "not maintained" notice and the last release is roughly 8 months old — so we don't recommend it, whatever the star count says.

Monthly cost. Software: €0, all self-hosted open source. Hardware: €0 if you have any spare mini-PC or NAS that runs Docker; otherwise a small European VPS runs roughly €4–8/month (verify current pricing — it moves). Your time: expect a half day for setup and a couple of weeks of casually correcting tags while the classifier learns. Compare: commercial document-intake SaaS for this typically starts around €15–50/month per user.

Setup outline

1. Create a dedicated mail address (invoices@yourdomain) and tell suppliers to use it. This one habit does half the work.
2. Deploy paperless-ngx with the official Docker Compose file on your box or VPS.
3. Configure the mail rule: consume attachments from invoices@, delete-after-import off until you trust it.
4. Set up a consume folder synced from your phone's scan app (any app that saves PDF to a synced folder works).
5. Define document types (invoice, receipt, contract) and correspondents for your top suppliers; correct tags for two weeks so the classifier learns.
6. Monthly: filter by tag and date range, export, hand to accountant — or import the CSV of metadata into your bookkeeping tool.

Pitfalls — the real ones

Don't expose it to the internet. The paperless-ngx team says it plainly: documents are stored unencrypted, so run it on your LAN or behind a VPN, never on an open port. Your invoices are exactly the data an attacker wants.
Backups are not optional. This becomes your system of record within a month. Snapshot the data volume off-machine, and test a restore once.
OCR is not bookkeeping. Tesseract-class OCR reads clean print well and handwriting badly. Treat extracted totals as search aids, not accounting truth — the human posting entries still checks the figure.
EU note: structured e-invoicing (Peppol and national mandates, already mandatory in Belgium for B2B since January 2026) will progressively shrink the PDF-invoice problem. This pipeline stays useful for receipts, foreign suppliers, and the long tail — but don't over-invest in extraction sophistication the regulation will make redundant.

Verified repos

paperless-ngx — GPL-3.0, 40.7k stars, active (April 2026)
OCRmyPDF — MPL-2.0, 34.1k stars, active (April 2026)
Ollama — MIT, 175k stars, active (June 2026)

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