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We are building a production-ready AI automation system using n8n, Claude API (Anthropic), and QuickBooks Online. The system automates bookkeeping workflows end to end - from document intake through to financial report delivery. Core requirements: - Watch a Google Drive folder for uploaded PDF/CSV bank statements and process them automatically - Use Claude API to extract and categorise transactions - Write structured entries into QuickBooks Online via write-access API (draft only — not live posting) - Manage A/R and A/P records — flag duplicates, handle approvals - Pull financial data from QuickBooks on a schedule and generate reports delivered via email Tech stack: - n8n Cloud — sub-workflows, error handling, webhook triggers, environment variables - Claude API — prompt engineering for document extraction and categorisation - QuickBooks Online — OAuth2, create/read/update for invoices, bills, journal entries, reports - Google Workspace — Drive, Sheets, Gmail Deliverables: - Fully documented n8n workflow export (.json) - Setup notes — API keys, webhook URLs, scopes - Loom or written walkthrough of one live document processed end to end To apply — describe your experience with QuickBooks Online write-access API specifically and explain how you would call Claude API from inside an n8n workflow. Full brief shared with shortlisted candidates only. Strong delivery leads to ongoing builds and a monthly retainer from Month 2.
Projektin tunnus (ID): 40310380
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6 freelancerit tarjoavat keskimäärin ₹55 833 INR tätä projektia

Hi there, I understand you need a production-ready n8n automation that ingests PDFs/CSVs from Google Drive, uses Claude to extract/categorise transactions, and writes draft entries into QuickBooks Online , I’ve built similar flows connecting n8n → external LLMs and QBO and can deliver a secure, staged pipeline. - Exported n8n workflows (.json) implementing Google Drive watcher, Claude prompt nodes, QuickBooks OAuth2 nodes, scheduled report pull and email delivery - Prompt-engineered Claude sub-workflows for reliable transaction extraction and categorisation, with examples and tuning notes - QBO integration: create/read/update draft invoices, bills and journal entries, A/R & A/P duplicate detection and approval flagging - Quality control: staged deploy + sandbox QuickBooks testing, rollback plan, error handling, logging and post-fix validation Skills: ✅ n8n ✅ Claude API ✅ QuickBooks Online (OAuth2, create/read/update) ✅ Google Workspace (Drive, Sheets, Gmail) ✅ API workflow, error handling, security hardening Certificates: ✅ Microsoft® Certified: MCSA | MCSE | MCT ✅ cPanel® & WHM Certified CWSA-2 I’m available to start and can deliver the export, docs and walkthrough in 7 days. Do you have a QuickBooks Online sandbox (or developer app) and preferred OAuth2 scopes/restrictions for draft-only writes, or should I provision and test against my own dev app? Best regards,
₹75 000 INR 7 päivässä
5,9
5,9

Hi, I came across your project "n8n Developer - AI Bookkeeping Automation System (Long-Term)" and I'm confident I can help you with it. About Me: I'm a agency owner with over 8+ years of experience in PHP, AI (Artificial Intelligence) HW/SW, API Development, Automation, JSON. , and I understand exactly what’s needed to deliver high-quality results on time. Why Choose Me? - ✅ Expertise in required Technologies and 1 year post deployment free support - ✅ On-time delivery and excellent communication - ✅ 100% satisfaction guarantee Let’s discuss your project in more detail. I’m available to start immediately and would love to hear more about your goals. Looking forward to working with you! Best regards, Deepak
₹70 000 INR 15 päivässä
5,7
5,7

Saw you're handling document intake through Claude before hitting QuickBooks — the tricky part is usually keeping extraction consistent across statement formats while staying within API rate limits. Built a similar pipeline last month using Claude for invoice parsing into Stripe. How are you planning to validate extracted transactions before they hit QBO, especially for edge cases like duplicate entries or misclassified amounts. Can start mapping the n8n workflow this week.
₹37 500 INR 7 päivässä
0,0
0,0

✔ I deliver end-to-end automation workflows — from document ingestion to financial reporting — with precision and maintainability. ✔ Workflow Diagram Google Drive Watch ⟶⟶ Claude API Transaction Extraction ⟶⟶ Categorisation & Validation ⟶⟶ QuickBooks Online Draft Entries ⟶⟶ A/R & A/P Checks ⟶⟶ Scheduled Financial Reports ⟶⟶ Email Delivery Key Highlights ✔ n8n Cloud Automation — modular sub-workflows, webhook triggers, error handling, and environment variables for clean, maintainable automation. ✔ Claude API Integration — prompt-engineered extraction and categorisation of bank statements (PDF/CSV) for accurate transaction mapping. ✔ QuickBooks Online Write-Access — securely create draft journal entries, invoices, bills; read/update financial data; flag duplicates; manage approvals. ✔ Scheduled Reporting — pull QuickBooks data on custom schedules and generate formatted reports automatically delivered via Gmail. ✔ Documentation & Walkthrough — full n8n workflow export (.json), setup notes (API keys, scopes, webhook URLs), and Loom walkthrough of a live end-to-end document flow. ✔ Error Handling & Logging — automated alerts for failed processes or duplicate detection to ensure reliable financial data integrity. Best Regards, Asad Automation & Financial Systems Specialist | n8n & QuickBooks Integration Expert
₹40 000 INR 20 päivässä
0,0
0,0

Delhi, India
Liittynyt heinäk. 31, 2024
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