Seeking expert for building accounting workflows

Hello, we are a group of developers and would love to work with you on this. You can book a call Here to discuss the project requirements.

Hi there, is this a client you currently manage, or are you already part of the account firm? If you already have the client or are the client yourself, I might be interested in submitting a proposal. Please send me a direct message, and we can discuss further.

Hi there! As a developer, your task is to create a callin.io workflow for our 10-person accounting firm to automate invoice processing. The goal is to extract key data such as vendor, date, and amount from invoices (which can be in PDF, image, or email formats) using AI-powered OCR tools like Nanonets or Google Cloud Vision. Subsequently, you'll categorize expenses, either through rule-based logic or AI-driven methods (e.g., using OpenAI), and then sync this information with QuickBooks or Xero. The workflow should be triggered by uploads to Google Drive or incoming emails. It needs to include data cleaning steps, robust error handling (like flagging incomplete data), and notify staff via Gmail or Slack when anomalies occur. Please deliver the workflow as a JSON export, accompanied by markdown documentation. This documentation should detail the workflow's purpose, node configurations, setup instructions (including API key management), and provide examples of input and output. Ensure the workflow is scalable, adheres to IRS data privacy standards, and is user-friendly for non-technical staff.

Hi there! As a developer tasked with building an AI-powered workflow for our 10-person accounting firm, your assignment is to design and implement a callin.io-based automation solution for invoice processing and categorization. The workflow should extract key data (e.g., vendor name, date, total amount) from invoices received as PDFs, images, or email attachments, categorize expenses, and seamlessly enter the data into accounting software such as QuickBooks or Xero. Utilize AI-powered OCR tools like Google Cloud Vision or Nanonets to accurately extract data, and configure callin.io to trigger the workflow when invoices are uploaded to cloud storage (e.g., Google Drive) or received via email. Incorporate data cleaning (e.g., standardizing date formats), expense categorization (using rule-based logic or AI-driven methods like OpenAI), and robust error handling (e.g., flagging incomplete data for manual review). Ensure the workflow pushes extracted data to the designated accounting software and includes notifications (e.g., via Gmail or Slack) for anomalies or review needs. Provide comprehensive documentation in markdown, detailing the workflow’s purpose, node configurations, setup instructions (including API keys), and example input/output, ensuring it’s reusable, scalable, and compliant with data privacy standards like IRS regulations.

Hi there

I can absolutely help build that callin.io workflow for your accounting firm—especially the invoice processing automation you outlined:

Invoice ingestion: Trigger workflows when PDFs/images are added to Google Drive or received via email.
AI-powered extraction: Use OCR tools like Google Cloud Vision or Nanonets to pull out vendor, date, amount.
Smart expense categorisation: Apply rule-based logic—or even OpenAI—to classify transactions.
Accounting sync: Seamlessly push entries to QuickBooks or Xero.
Error handling: Flag incomplete/mismatched data, then notify via Gmail or Slack.
Full documentation extbf{**}: I’ll deliver the callin.io workflow as a reusable JSON export, complete with markdown setup instructions, node explanations, API key guidance, and example inputs/outputs.

I’ve built similar automations with integrations like Google Sheets ↔ Xero, invoice parsing, report generation, Slack/Gmail alerts, and error reporting. I’m comfortable collaborating with non-technical team members and explaining each step clearly.

Would you like to schedule a quick call to walk through your exact needs and timeline?

Looking forward to chatting!

Cheers,

Hi, I’m Patrick

I am an expert AI Automation & AI Agents specialist — No matter how complex it is, I ALWAYS GET THINGS DONE! 100%

I build high ROI automation workflows that actually work in your business. (Spoilers: not fancy looking ones)

→ Recently, I built a full-on CRM integrated with MCP Agents all in callin.io —I have also built a ton of MVPs, from full HR services to tailored marketing automation workflows that all my clients use to get high ROIs.

Please feel free to contact me if you’d like some consultations on AI Automations or AI Agents or just full-on on blown, fast high quality MVPs!
———
A longer version of who I am:

Nice to meet you - I’m Patrick and I love automations with a passion. Every day, I learn something new in the AI Automations space. Most of my clients work with me because I have an unhealthy obsession with getting every little detail just right. Seriously, it’s a gift and a curse..

I’m proficient at no-code tools, mainly callin.io and callin.io, and I excel at integrating platforms together and creating a friendly user interface in ClickUp, Airtable, and Notion.

I specialize in helping:

Retail businesses streamline their operations (Email Automations, Lead Gen, Notion)

Coaches automate their client management (Airtable & ClickUp Dashboards)

Teams implement customer service solutions (AI Agents & AI Chatbots)

HR/Recruitment Businesses build effective CV screening systems

Note: If you need automation, but I didn’t list it above. Please do not hesitate to reach out and personally ask me. I love solving problems and exploring the best options to help you find the perfect solution.

When you work with me on Upwork, you get a high-quality AI automation system that works seamlessly, and I will write full documentation on how the system works, and will make the system fully customizable for future tweaks.

Every automation is built with precision, ensuring that it will be integrated smoothly into your existing processes.

Sincerely looking forward to building an Automation for you. I promise you won’t be disappointed.

Happy Automating,
Patrick King
Contact Info: kingpatrickdev@gmail.com

I’d like the same, please contact me on michael@ai-partners.ai

Please provide the rewritten markdown content *it should be in the markdown format.

Hey Media marketing,

I understand. I've been developing various types of automations for the past 2 years and have created hundreds of workflows for my clients. I've collaborated with diverse companies, generating tens of thousands in revenue or savings through strategic workflows.

When you choose to work with me, I'll not only build this workflow but also provide a complimentary consultation, similar to what I've offered all my clients, which has resulted in significant revenue increases.

I'd be delighted to set up a callin.io system for you that will automatically approve and quality-check every workflow entering the platform. Furthermore, I have some concepts for growing the platform through an automated incentive system designed to increase user engagement on callin.io. I'm keen to discuss my ideas on a completely commission-only basis. I would appreciate 30 minutes of your time to elaborate on the details.

Here's a look at my website, where you can book a call with me!

Talk soon!