Development of an AI system for processing bank statements and generating P&L in Excel based on n8n

Budget: 15000 UAH Deadline: 14 days

n8n + AI for bank statements - this is exactly my profile. I will create a pipeline: OCR of statements using GPT-4 Vision or Textract, categorization of transactions using LLM, final P&L in Excel through n8n node. Please let me know, are the statements in PDF or CSV? And which banks?

Budget: 27000 UAH Deadline: 14 days

Hello.

I have experience building an automation pipeline using n8n + AI integrations for document processing, data structuring, and report generation. I usually implement similar tasks as a document-processing pipeline with step-by-step processing.

Implementation Approach

Document Reception

n8n webhook / monitored folder / email trigger

uploading PDF into the pipeline

Text Extraction

for text PDFs: PDF parser

for scanned statements: OCR (Google Vision / Tesseract)

Structuring Transactions

LLM (OpenAI / Claude) for converting raw text into structured JSON

fields: date, counterparty, amount, transaction type, description

Categorizing Transactions

LLM + rule-based logic

P&L categories (income, expenses, operational, marketing, etc.)

confidence score for each transaction

Identifying Problematic Transactions

records with low confidence → separate list for manual review

Generating Final Report

creating a table

generating Excel / XLSX P&L report

summary metrics (revenues, expenses, categories)

Scaling

document processing queue

ability to handle large volumes of files

logging and retry logic

Technologies

n8n - pipeline orchestration

OCR: Google Vision / Tesseract

LLM: OpenAI / Claude for structuring and categorization

Excel generation: XLSX / Google Sheets / CSV pipeline

Estimated Timeline

10–14 days for MVP pipeline.

Estimated Budget

25,000 – 40,000 UAH depending on the complexity of the PDF and categorization logic.

After implementing the basic pipeline, the system can be easily expanded (new banks, additional categories, integrations). Expand

Budget: 27000 UAH Deadline: 20 days

Hello, Andriy! I am the project manager at Business Atlas. We do not just set up tools; we build autonomous systems that operate without your involvement.
Our approach to your task in n8n:
• Intelligent pipeline: We use LLM (OpenAI/Claude) for transaction recognition and automatic categorization in P&L.
• Document Processing: We will set up OCR processing for PDF statements of any complexity.
• Excel generation: Complete automation of XLSX reporting without manual copying.
• Quality control: We will extract all atypical operations into a separate list for your review.
Why Business Atlas:
• Experience: 50+ successful projects for companies like Ajax and Genesis.
• Technical stack: Experts in n8n, Make, Airtable, and deep integration with CRM.
• Speed and guarantee: We start on the day of payment and provide 14 days of free technical support after launch.
Estimation:
• Cost: depending on the agreed terms of reference
• Timeline: 3 weeks.
We will ensure complete confidentiality of your financial data and scalability of the solution.
Are you ready to discuss the structure of your P&L so that we can prepare a technical scheme for automation? Expand

Budget: 20000 UAH Deadline: 10 days

Good day.
I am ready to take your project into work.
I can develop such automation for you using n8n.
I am also interested in long-term cooperation.
Write to me privately, we will discuss all the details and can start the implementation.

Budget: 15000 UAH Deadline: 20 days

Hello,
This is exactly the type of pipeline tasks I build in n8n — document processing, AI categorization, generating final files. This is completely my stack.
Here’s how I see the implementation:
A trigger (webhook or folder) receives a PDF → parsing through Docparser or Adobe PDF Extract API → if scanned, OCR through Google Vision API → GPT-4 extracts structured transactions (date, amount, description, counterparty) in JSON → a second LLM call categorizes each transaction by accounting categories → IF node separates: confident transactions go to the main table, doubtful or unrecognized ones go to a separate list for manual review → generating Excel with P&L structure → the file is saved in Google Drive or sent via email.
Key points of implementation:
— All logic in n8n, low-code approach where possible
— Modular structure — each block is a separate sub-workflow, easy to expand
— Confidential data is not stored unnecessarily — processing and deletion within the pipeline
— Doubtful operations are highlighted with an explanation of why the AI is not confident

A few clarifications before starting: what is the approximate volume of files per day/week, and are the statements from one bank or different ones? This affects the complexity of parsing. Expand

Budget: 22000 UAH Deadline: 1 day

Hello!
I have experience in developing backend systems and data processing services, including integrations with APIs, working with financial data, and building AI solutions for automating business processes. I work with FastAPI, PostgreSQL, document processing systems, and integrations with third-party services.

I can help with the implementation of an AI system for processing bank statements, including:
- development of a document upload and processing service
- automatic extraction and structuring of financial data
- classification of transactions using AI / ML
- integration with the database and API
- creation of a stable and scalable backend architecture

I work with clean architecture, paying attention to performance, scalability, and security in processing financial data.

I would be happy to discuss the project details, technical requirements, and expected outcomes. After clarifying the details, I will be able to propose an optimal architecture and estimate the implementation timeline. I also provide a guarantee for my work and support after launch. Expand

Budget: 15000 UAH Deadline: 3 days

Hello, Andriy! I am ready to develop a system for processing statements and generating summary reports for you. I have worked on a similar project for AI automation of accounting in enterprises. Write to me - we will discuss the details.

Budget: 27000 UAH Deadline: 20 days

Good day! 👋

I have experience in building AI automations and document processing pipelines through n8n, including PDF processing, OCR, and integrations with LLM. I can implement a system that will automatically process bank statements and generate a P&L report in Excel.

Implementation Approach
1. Orchestration through n8n

The main logic will be implemented in the form of a workflow:

Uploading PDF (via folder, email, or webhook).

Preprocessing the document.

Extracting transactions.

Categorizing operations through AI.

Generating a table.

Generating an Excel report.

Outputting problematic transactions in a separate list.

This will allow for easy scaling and changing of logic without rewriting code.

2. PDF Processing and OCR

For data extraction:

direct parsing of text PDFs;

OCR for scanned documents;

normalization of transactions.

3. AI Transaction Analysis

For categorization:

using OpenAI API or another LLM;

classifying expenses by accounting categories;

identifying suspicious operations.

4. Generating the Final Report

The system automatically creates:

a structured table of transactions;

P&L report in XLSX;

a separate list of transactions for review.

Excel is generated through Python-node or specialized modules.

5. Security

data processing locally or on your server;

access control to the workflow;

no storage of financial data in third-party services (if needed).

My Experience

Worked with:

n8n automation

AI pipeline for document processing

PDF parsing / OCR

financial tables and automatic Excel generation

LLM integrations into business processes.

Result

You will receive:

a fully configured n8n workflow

automatic processing of PDF statements

categorization of transactions through AI

automatic generation of P&L Excel reports

the ability to easily scale the system.

I am ready to discuss examples of your bank PDFs to immediately establish the correct processing logic. I am also open to long-term collaboration on other tasks related to AI and process automation. 🙂 Expand

Budget: 10000 UAH Deadline: 5 days

Hello! I have experience with a similar task, so I believe I can handle your project quickly and efficiently.

Budget: 12000 UAH Deadline: 5 days

Hello. I am interested in implementing your project for automating the processing of bank statements using n8n. I have experience working with n8n, as well as with AI integrations and OCR. I plan to implement the logic through n8n, using a low-code approach, with a clear focus on quality and scalability. I propose an implementation that includes automatic extraction of transactions from PDF, their categorization, generation of a P&L report in Excel, as well as integration with AI for data analysis. Regarding the timeline, I expect 5 days, including a buffer. As for the cost, I propose 12,000 UAH. I also mean that I am open to further collaboration and implementation of other tasks. Can we discuss the details?

Budget: 20000 UAH Deadline: 10 days

Good day, I have worked with document processing and financial statements. I used Azure OCR / Document Intelligence, PDF parsing, extraction of structured data, AI/LLM for analysis and classification of transactions, as well as generating Excel reports. I also have experience in creating AI agents, automation workflows, and integrations through n8n and low-code tools. Therefore, I am familiar with most components of such a solution and understand how to assemble a similar workflow.

I would be happy to collaborate and am ready to discuss the details.

Budget: 11599 UAH Deadline: 10 days

Hello!

Interesting task, ready to take on the implementation. I specialize in working in the n8n environment and have extensive experience in building various automations and AI agents.

My approach:
I have a solid background in developing agents and pipelines on n8n. I can work with data, integrate external APIs, set up AI processing (LLM), and create scalable logic. Financial reports and document handling are tasks that I can structure and implement effectively, drawing on my experience with other complex scenarios in n8n.

Why me:

I use n8n as my primary tool for orchestrating processes.

I write clean, understandable logic that is easy to maintain in the future.

I have experience implementing many different projects in n8n and quickly find solutions for new types of tasks.

I would be happy to discuss your project, development details, and dedicate time to your tasks. Let's get in touch to agree on the technical aspects! Expand

Budget: 17000 UAH Deadline: 12 days

Hello.
n8n + LLM for document processing is exactly what I am working on. Recently, I assembled a similar pipeline: audio recordings of calls as input, then Whisper for transcription, GPT extracts structured data, and the result goes to the CRM. Essentially, the same logic as yours - unstructured input, clean data as output.
For your task, the approach is clear, and I have no questions about implementation. I need to see the input files - the complexity of parsing heavily depends on the PDF format.
If you are interested - write to me.

Budget: 12345 UAH Deadline: 3 days

Hello. Do we need to integrate the system with specific banks or data sources, or will it work with uploaded PDF files?

I will clarify the detailed terms and budget in personal correspondence.

I will implement the project as follows:
1. I will create a pipeline in n8n for receiving PDFs, using OCR and AI nodes to extract and structure transactions.
2. I will set up transaction categorization using LLM and create a clear Excel report with filtering of suspicious entries.
3. I will ensure data security and scalability of the workflow to handle a large number of files.

Thank you for considering my proposal. I would be happy to work on your project!

Budget: 27000 UAH Deadline: 7 days

Hello! We are the FlipFactory team — we specialize in n8n automation + AI integrations.

We have 20+ n8n workflows in production, Claude API (Sonnet/Haiku) for document processing — this is our daily stack.

Approach to implementation based on n8n:
1. PDF → text: n8n + PDF parser (for text PDFs) + OCR via Google Vision/Tesseract (for scans)
2. Text → structured transactions: Claude Sonnet with few-shot prompts for banking format
3. Categorization: LLM with customized rules for the client's accounting categories + confidence score
4. Doubtful operations (confidence < 80%) → a separate list for manual verification
5. Generation of P&L in XLSX: n8n Spreadsheet node with formatting
6. Scaling: batch processing of files through a queue

Experience: document processing automation, FlipAudit (AI pipeline for website analysis), CRM + API integrations. We have self-hosted n8n in production.

Timeline: 5-7 working days
We are ready to show a demo of the approach using one PDF in 1 day. We work through a Secure Agreement.

The FlipFactory team Expand

Budget: 27000 UAH Deadline: 14 days

Good day!

I have experience building similar document processing pipelines on n8n. Here is the approach:

Architecture on n8n:

Receiving PDF → n8n webhook or watched folder
Data extraction → PDF parse node + OCR (Tesseract/Google Vision) for scanned statements
Field recognition → GPT-4o for structuring: date, amount, counterparty, payment purpose
Categorization → LLM with a prompt for accounting categories (COGS, OpEx, Revenue, etc.) + fallback for questionable transactions
Excel formation → generation of XLSX with P&L structure (Revenue → Gross Profit → Operating Expenses → Net Income)
Separate sheet — unrecognized/questionable transactions for manual review
Experience:

n8n automation with AI integrations (OpenAI, document parsing)
PDF processing pipelines, OCR
Generation of structured Excel reports
Understanding of financial logic (P&L, categorization of expenses/income)
Estimation:

MVP (one bank statement → P&L): 7-10 days
Scaling to multiple banks/formats: +5-7 days
Ready to discuss details: which banks, statement formats, P&L structure.

Also interested in long-term collaboration on automation. Expand

Budget: 12000 UAH Deadline: 10 days

This is a complex technical task that requires the combination of n8n, OCR, and LLM for data classification. I can implement this pipeline 100%.

Here is the technical feedback without unnecessary introductions:

Subject: P&L Automation based on n8n: OCR + LLM + Excel

I propose the implementation of a scalable scenario in n8n for processing bank statements "turnkey."

My approach to implementation:

Ingestion & OCR: Using Mindee or AWS Textract (via HTTP Request in n8n) for accurate extraction of tabular data from PDF. This is more reliable than standard parsers for complex bank statements.

AI Classification: Integration of OpenAI (GPT-4o) via AI Agent or Chain node in n8n. The LLM will analyze the purpose of the payment and automatically assign a category of expenses/income according to your chart of accounts.

Verification Logic: Creating a separate branch in n8n for transactions with a low "confidence score." Such operations will automatically go into Google Sheets or a separate Excel tab for manual confirmation.

Excel Generation: Using the Wait node to collect all data and final report generation via xlsx-populate (in the code node of n8n) or integration with Google Drive for forming the final P&L.

Security: Setting up local environment variables and working through the API without storing confidential data on third-party servers.

Estimated conditions:

Deadline: 10-14 days.

Cost: $300-700 depending on the number of bank formats.

Ready to discuss the architecture of the scenario in private messages. Expand