Finance Automation Low-Code n8n
349 USDLow-Code-Automatisierungs-MVP: Rechnungsabgleich & Mahnwesen
Projektziel: Einrichtung eines modernen, automatisierten Systems zur Verfolgung von Debitorenzahlungen, zur Überprüfung der Abstimmung und zur Verwaltung des Kunden-Mahnwesens (Zahlungserinnerungen).
Technologie-Stack: n8n (Orchestrierung), Supabase (PostgreSQL-Datenbank) und ein Low-Code-Dashboard (Appsmith).
Umfang und Ergebnisse:
Dreifachquellen-Ingestion: Richten Sie n8n-Workflows ein, um Daten aus drei Quellen zu importieren und zu transformieren:
Rechnungen (CSV): Bereinigen Sie die formatierten Daten und laden Sie sie in Supabase hoch.
Banktransaktionen: Integration mit einem benutzerdefinierten AWS Lambda-Service (Java-App) zum Abrufen von Transaktionsdaten.
Zahlungsavis (PDF): Nutzen Sie Mistral OCR (KI), um strukturierte Rechnungspositionsdaten aus unstrukturierten PDF-Dokumenten zu extrahieren.
Automatisierte Matching-Engine: Implementieren Sie eine mehrstufige Matching-Kaskade in n8n/PostgreSQL, um Bankzahlungen mit offenen Rechnungen zu verknüpfen und dabei sowohl Einzelzahlungen als auch komplexe Sammelzahlungen mehrerer Rechnungen auf Basis exakter und summierter Beträge zu verarbeiten.
Human-in-the-Loop Dashboard: Entwicklung eines funktionsreichen Appsmith-Frontends für das Finanzteam, einschließlich:
Interaktive Datentabellen mit dynamischer Filterung und Spaltensichtbarkeit.
Ein manuelles Cockpit mit Unterstützung für Drag-and-Drop-Zuordnung und Datenbearbeitung direkt am Speicherort.
Aktionsschaltflächen (z. B. „Als bezahlt markieren“), um Transaktionen zu bestätigen und die Datenbank zu aktualisieren.
Erforderliche Fachkenntnisse:
Fundierte Erfahrung mit n8n , Supabase/PostgreSQL und modernen Low-Code-Plattformen (z. B. Appsmith). Bewerber müssen über praktische Programmierkenntnisse in folgenden Bereichen verfügen:
JavaScript (Unbedingt erforderlich): Zum Erstellen benutzerdefinierter Logik innerhalb der "Code Nodes" von n8n (z. B. erweiterte Datentransformation, Regex-Parsing für Überweisungsinformationen).
Advanced SQL/PostgreSQL (Essential): Zum Schreiben von hochperformanten, mengenbasierten Matching- und Abgleichsabfragen direkt gegen die Supabase-Datenbank.
API-Integration: Erfahrung in der Anbindung externer Dienste (AWS Lambda/Java-App, Mistral OCR).
Java/Python (von großem Vorteil): Kenntnisse des kundenspezifischen Java-Bank-Connectors sind für die Fehlersuche an Integrationspunkten hilfreich.
-
7 days698 USD
224 7 days698 USDHello, I am interested in your project and would like to discuss the details with you before collaborating.
-
31 days349 USD
321 31 days349 USDI have a lot of experience in development. Recently, I worked on a poker casino.
-
12 days931 USD
153 12 days931 USDGood day, I am engaged in automation on n8n and work with PostgreSQL/Supabase. I have already done similar things: collecting data from different sources, processing transactions, payment reminders, integrations with external APIs and AI services.
Regarding your stack:
n8n – complex workflows with Code Nodes (JavaScript), branching, retries, logging.
PostgreSQL – confident SQL, queries for reconciliation and reporting.
API integrations – REST/JSON, webhooks, OAuth2; I have experience working with AI APIs (Mistral, OpenAI, Google).
…
I am ready to set up data loading (CSV/bank/OCR), the logic for matching payments in the database, and a convenient dashboard for financiers.
Portfolio on automations and AI projects: https://boothnikita.online
-
1 day582 USD
8193 63 1 1 day582 USDGood day,
I am ready to take on your project to create a modern automated system for tracking debtor payments, checking reconciliations, and managing customer debt. My experience with the technology stack, including n8n, Supabase, and Appsmith, will allow me to successfully implement the project.
I specialize in integrating various data sources, configuring processes, creating automated matching mechanisms, and developing user-friendly interfaces.
My rate is $16 per hour.
Arthur
-
1 day1396 USD
124 1 day1396 USDHello,
I am ready to provide this release, write to discuss the entire project and some details.
Thank you,
Ivan
-
7 days465 USD
58 7 days465 USDGood morning,
I specialize in performing automation in n8n. This offer is a bit inconsistent and I believe that some elements are not entirely the right choice. I invite you to contact me, then I will present a solution to this problem in a reliable and organized manner.
Best regards,
Adam
-
10 days346 USD
204 10 days346 USDHello. I have experience in similar automation, ready to do it quickly and efficiently.
-
3 days349 USD
12862 4 2 3 days349 USDHello,
In previous projects, I leveraged Python for data processing, PDF parsing, and orchestrating ETL workflows, which aligns directly with your requirement for transforming invoice CSVs, bank transactions, and payment advices using OCR. My proficiency in advanced SQL allows me to implement efficient matching engines to reconcile complex multi-invoice payments. Additionally, I have experience building interactive dashboards for financial teams, enabling manual verification and actionable insights.
I am confident that my combination of Python expertise, low-code orchestration (n8n), and database skills (Supabase/PostgreSQL) makes me well-suited to deliver a robust, automated system that streamlines invoice reconciliation and dunning processes.
I would welcome the opportunity to discuss how I can contribute to your project.
Best regards,
Current freelance projects in the category AI & Machine Learning
Need consultation on Figma Make and website creation, with the help of Claude, GPT, and Figma.I need consultation on Figma Make and website creation, with the help of Claude, GPT, and Figma. I want to create a website and I can't figure out how to properly design what GPT generates to code it with Claude or Figma. I need someone who can provide consultation. AI & Machine Learning, AI Art ∙ 13 minutes back ∙ 1 proposal |
Creation and activation of 54 SEO pages (WordPress + Claude Code)
496 USD
Create and publish 54 geo-landing pages for the coastal cities of Catalonia (queries "car rental [City]"). The design, prices, and car catalog are the same everywhere. The main routine is handled by Claude Code (connected to the site), your task is to launch AI, manually… AI & Machine Learning, Search Engine Optimization (SEO) ∙ 3 hours 15 minutes back ∙ 22 proposals |
Artificial intelligence for the sales departmentWe manufacture and sell hidden doors https://pro.axiomadoors.com/ We need an AI that will respond to messages and calls during non-working hours. Applications come into the CRM KIPIN. Contacts need to be taken from there. Also, responses are needed under posts on Facebook.… AI & Machine Learning ∙ 4 hours 36 minutes back ∙ 13 proposals |
Creation of a course on AI services and conducting a webinar
564 USD
Need an expert in AI tools to create a course and conduct a webinar Tasks: development of educational materials and scripts for a mini-course on AI tools for business, conducting webinars for an audience of entrepreneurs and marketers. Requirements: experience in speaking or… AI & Machine Learning, Consulting ∙ 10 hours 18 minutes back ∙ 7 proposals |
Improve the performance of Claude Code and work on software development.I am currently developing CRM and Analytics software. I am using Claude Code, but I understand that the results are not the best in terms of changes. There are 2 tasks - Need help creating a preset for skills, MD, and so on to improve quality. Take verified ones that have been… AI & Machine Learning, Python ∙ 2 days back ∙ 23 proposals |