Automated Bank Statement Processing Workflow

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This n8n workflow automates the processing of bank statements uploaded via a webhook. It supports multiple formats, including PDFs and Excel/CSV files, and extracts financial data using AI-powered techniques. The process begins with users uploading statements through the webhook endpoint, which are then handled by a file processing node. The workflow intelligently routes files based on their content type: PDFs are text-extracted, while Excel/CSV files are parsed directly. Extracted data, whether from text or spreadsheets, is sent to GPT-4 for detailed information extraction, including account details, transaction listing, and categorization. The data is then cleaned, validated, and summarized, providing insights such as total income, expenses, and category-wise spending. Finally, the processed data is stored in a PostgreSQL database, and a success response with summarized details is sent back. This workflow is ideal for automating financial record-keeping, simplifying bank statement reconciliation, or building accounting tools that require fast, accurate data extraction and storage.

Node Count

6 – 10 Nodes

Nodes Used

code, extractFromFile, if, openAi, postgres, respondToWebhook, spreadsheetFile, webhook

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