You will get a Finance & Accounting AI Agent
Top Rated
Project details
This project delivers a production-ready workflow designed to automate high-volume financial processes while maintaining the controls and approvals your organization requires.
The system can:
• Process invoices, receipts, purchase orders, and financial documents
• Extract and validate financial data automatically
• Route approvals based on business rules and spending thresholds
• Automate AP and AR workflows
• Reconcile transactions across systems
• Update accounting and ERP platforms
• Generate financial reports and operational dashboards
• Detect exceptions, bottlenecks, and financial risks proactively
Built for growing companies, finance teams, multi-location businesses, accounting firms, and enterprise organizations, the solution integrates with your existing systems while remaining vendor-agnostic and scalable.
This is not a basic OCR or invoice-processing tool. It is a finance operations workflow designed to reduce manual effort, improve accuracy, accelerate processing cycles, and provide leadership with better operational visibility.
The system can:
• Process invoices, receipts, purchase orders, and financial documents
• Extract and validate financial data automatically
• Route approvals based on business rules and spending thresholds
• Automate AP and AR workflows
• Reconcile transactions across systems
• Update accounting and ERP platforms
• Generate financial reports and operational dashboards
• Detect exceptions, bottlenecks, and financial risks proactively
Built for growing companies, finance teams, multi-location businesses, accounting firms, and enterprise organizations, the solution integrates with your existing systems while remaining vendor-agnostic and scalable.
This is not a basic OCR or invoice-processing tool. It is a finance operations workflow designed to reduce manual effort, improve accuracy, accelerate processing cycles, and provide leadership with better operational visibility.
AI Development Type
Recommendation SystemAI Development Language
PythonWhat's included $2,400
These options are included with the project scope.
$2,400
- Delivery Time 15 days
- Number of Revisions 3
Frequently asked questions
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DB
David B.
Aug 3, 2026
AI Architect and systems
Working with Dylan was a pleasure, he is very independent, very organized/structureed and was able to implement several AI automations to support reporting and sales intelligence activity.
DW
David W.
Jul 20, 2026
Data Visualization Specialist
Good work, thank you
DD
Don D.
Jul 17, 2026
Zoho Analytics Dashboards
VD
Veruska D.
Jul 6, 2026
Business Intelligence & Reporting Dashboard Project
SL
Samuel L.
Jun 8, 2026
Looker Studio & Reporting Specialist
About Dylan
Senior Data Analyst & Data Engineer
100%
Job Success
Quito, Ecuador - 9:48 pm local time
𝐖𝐡𝐚𝐭 𝐓𝐡𝐢𝐬 𝐌𝐞𝐚𝐧𝐬 𝐅𝐨𝐫 𝐘𝐨𝐮
🔹 Extraction & Pipelines: APIs, web scraping, file ingestion, Stripe, Shopify, Zoho, GA4, Ads platforms, pulled, validated, and landed in your warehouse. No manual CSV drops. No broken syncs.
🔹 Modeling & Architecture: Star schemas, SCDs, fact and dimension tables, marts, catalogs, grain reconciliation. A semantic layer built for Day 2, not just Day 1.
🔹 Visualization & Design: Power BI, Looker Studio, Zoho Analytics, Superset, DOMO, Metabase. UI/UX-informed dashboards with intentional hierarchy, color theory, branding alignment, and storytelling that makes the insight obvious, not buried.
🔹 Deployment & Governance: Row-level security, role management, access control, documentation. Production-grade, not prototype-grade.
🔹 AI Layer: Conversational analytics, self-serve ad-hoc queries, proactive strategic briefings, alert systems against goals and benchmarks, pipeline and validation (Red Cell) agents. AI as infrastructure, not as demo.
𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗧𝗼𝗼𝗹𝗯𝗼𝘅
🔹 BI & Viz: Power BI, Looker Studio, Zoho Analytics, Metabase, Superset, Domo
🔹 Modeling & Query: SQL, DAX, Power Query (M), Python, dbt, Excel
🔹 Warehousing: BigQuery, Snowflake, Cloud SQL, Cloud Storage, SQL Server, MySQL, Postgress, SQL Server, Amazon Redshift, Amazon S3
🔹 Pipelines & ETL: Make, n8n, Fivetran, Apps Script, Cloud Run, Python, Supermetrics, Windsor AI, Coupler AI, Airbyte, JS
🔹 Cloud & Governance: Google Cloud Platform, AWS, Azure, Terraform, Git
🔹 AI: OpenAI & Claude APIs, agent orchestration, anomaly detection, predictive models, automated briefings & alerts
𝗧𝗵𝗲 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲
When you hire a data analyst, you get dashboards. When you hire a data engineer, you get pipelines. When you hire me, you get the system, no gaps between extraction and insight, no friction between layers, no risk of one contractor's output breaking another's input.
🔹 One point of accountability across every layer of the stack
🔹 Decisions in plain language for technical and non-technical stakeholders
🔹 Architecture built for growth, not just for the deliverable
𝐋𝐞𝐭'𝐬 𝐁𝐮𝐢𝐥𝐝 𝐘𝐨𝐮𝐫 𝐃𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐒𝐲𝐬𝐭𝐞𝐦
Your business generates data. I make sure every byte of it moves, transforms, lands, and speaks, without friction, without gaps, and without you needing to manage the in-between.
Not a dashboard. Not a pipeline. A decision system.
Steps for completing your project
After purchasing the project, send requirements so Dylan can start the project.
Delivery time starts when Dylan receives requirements from you.
Dylan works on your project following the steps below.
Revisions may occur after the delivery date.
Allignement Call
Quick call to ensure allignment for objective, scope, requierments and expectations
Final Plan Docuement
After getting hands on experience and familiarity with the system of the client, final plan is designed and architecture defined, including estimated costs for agent running. The Document is sent to the client for approval.