You will get build an Automated AI Financial Reporting System with n8n
Project details
Stop manually reconciling financial statements. Let AI do the heavy lifting with 99.9% accuracy.
Manual data entry isn't just slow; it's a liability. One typo can skew your entire reporting. I don't just "connect apps"; I build Enterprise-Grade Financial Data Infrastructures using n8n and LLMs that treat your data with the security and precision of a bank.
What sets this architecture apart:
Smart Extraction: Unlike basic OCR, my system uses Context-Aware AI (GPT-4o) to interpret complex financial layouts, ensuring data is captured correctly even if the bank changes the PDF format.
Self-Healing Workflows: If a connection fails, the system auto-alerts me instantly to fix it before you notice.
Bank-Grade Security: I use secure OAuth and encrypted webhooks. Your raw data is never stored on my devices; it flows directly to your private database (Airtable/PostgreSQL).
Who is this for? Family Offices, Private Equity Firms, and Real Estate Agencies looking to reclaim 40+ hours/month of senior team time.
Manual data entry isn't just slow; it's a liability. One typo can skew your entire reporting. I don't just "connect apps"; I build Enterprise-Grade Financial Data Infrastructures using n8n and LLMs that treat your data with the security and precision of a bank.
What sets this architecture apart:
Smart Extraction: Unlike basic OCR, my system uses Context-Aware AI (GPT-4o) to interpret complex financial layouts, ensuring data is captured correctly even if the bank changes the PDF format.
Self-Healing Workflows: If a connection fails, the system auto-alerts me instantly to fix it before you notice.
Bank-Grade Security: I use secure OAuth and encrypted webhooks. Your raw data is never stored on my devices; it flows directly to your private database (Airtable/PostgreSQL).
Who is this for? Family Offices, Private Equity Firms, and Real Estate Agencies looking to reclaim 40+ hours/month of senior team time.
Data Tool
Google SheetsWhat's included
| Service Tiers |
Starter
$900
|
Standard
$4,500
|
Advanced
$9,500
|
|---|---|---|---|
| Delivery Time | 4 days | 14 days | 30 days |
Number of Revisions | 1 | 2 | 3 |
Number of Pages Mined/Scraped | 0 | 5 | 20 |
Number of Sources Mined/Scraped | 0 | 1 | 5 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$150
Additional Source Mined/Scraped
(+ 2 Days)
+$350
Live Implementation Workshop
(+ 1 Day)
+$350Frequently asked questions
About Valeria
AI Project Manager | AI Implementation Lead | 9 yrs operations C-level
Los Teques, Venezuela - 4:52 am local time
I lead end-to-end AI implementations for companies that have moved beyond informal operations and need a Project Manager who understands both the business and the technology.
My background:
Nine years in operations and executive support; I started in customer service and advanced to C-level executive assistant roles in Venezuela’s oil and gas sector, where I supported strategic decision-making for years. Two years ago, I shifted my focus entirely to AI implementation.
What I bring to you and your company:
An insider’s understanding of operations, thanks to my previous work experience. I design AI implementations with business realities in mind not just the technical infrastructure. Here is what I do:
- AI Operations Audit: I diagnose your operations, identify truly critical bottlenecks, and design a roadmap with ROI estimates for each initiative. This includes AI implementation sprints, end-to-end project leadership, discovery, architecture, development, training, and final delivery complete with Standard Operating Procedures (SOPs) and dashboards.
- Fractional AI Project Manager: Ongoing leadership for companies building AI capabilities without hiring a full-time tech leader.
Areas of focus:
• Financial operations and smart collections (accounts receivable/payable, cash flow, voice-based collections agents).
• Sales operations (AI-powered SDR agents, lead qualification, voice agents for qualification).
• AI executive assistants for founders and executives.
• Document intelligence and back-office automation.
Tech stack: n8n (self-hosted via Docker), JavaScript for custom logic, OpenAI API, Anthropic Claude, voice AI (Vapi, Retell, Bland), Twilio, WhatsApp Business API, CRM and ERP integrations, among others.
How I work:
- Step 1: A free 30-minute call. You explain your operations, and I let you know if I’m the right fit.
- Step 2: Paid AI operations audit (2–3 weeks, defined scope) with a documented roadmap.
- Step 3: Implementation sprint (6–10 weeks) if both parties deem it viable and beneficial.
I work exclusively through Upwork, using contracts and defined milestones. No off-platform conversations, exceptions, or alternative payment methods are permitted.
Available in English and Spanish.
Steps for completing your project
After purchasing the project, send requirements so Valeria can start the project.
Delivery time starts when Valeria receives requirements from you.
Valeria works on your project following the steps below.
Revisions may occur after the delivery date.
Phase 1
Secure Onboarding & Architecture Map We start with a secure "OAuth Handshake" to connect your accounts without sharing passwords. Then, I design the blueprint of your data flow.
Phase 2
The "AI Training" Loop I configure the n8n engine to ingest your specific PDF formats. I run test batches to "teach" the AI how to interpret your specific line items (Dates, Merchants, Amounts).