AI/OCR Automation Expert: Extract Tax Returns into Excel (GHL & Python)
Worldwide
I am looking for an automation developer to build an AI-powered deal intake and prescreening pipeline for SBA lending. The goal is to automatically extract financial data from client PDFs and input it precisely into an existing, formula-heavy Excel workbook. The Workflow: Intake: Client uploads business financials and tax returns (1120, 1065, 1040 Schedule C), P&Ls, and CIMs via a GoHighLevel (GHL) form. Extraction: A Make.com/n8n webhook triggers a Python script. It processes the files using an institutional parser (e.g., Google Cloud Document AI or AWS Textract) and an LLM (Claude/OpenAI) for unstructured text. Excel Injection: Python (using openpyxl or xlwings) maps the data directly into specific cell coordinates of my Excel template without breaking existing formulas. GHL Sync: Key metrics (like DSCR or NOI) are pushed back to GHL Custom Fields via API v2, and the completed Excel file is saved to the client's profile. Required Skills: GoHighLevel: API v2, custom fields, webhooks. Backend Automation: Make.com or n8n. Python: Excel read/write libraries (openpyxl, xlwings, pandas). AI/OCR: Document AI, Textract, OpenAI/Claude APIs. Finance: Ability to recognize basic US tax forms. To Apply, Please Provide: Examples of past AI/OCR or GHL API projects. Briefly explain how you will handle large PDF payloads without timing out the GHL webhook. Estimated timeline and budget.
- Less than 30 hrs/weekHourly
- 1-3 monthsDuration
- IntermediateExperience Level
$15.00
-
$125.00
Hourly- Remote Job
- Complex projectProject Type
Skills and Expertise
Activity on this job
- Proposals:50+
- Last viewed by client:2 weeks ago
- Interviewing:12
- Invites sent:12
- Unanswered invites:0
About the client
- United StatesPhoenix5:25 AM
- $3K total spent18 hires, 3 active
- 14 hours
- Real EstateIndividual client
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