AI-Based Bookkeeping Platform

The challenge

Manual invoice processing was time-consuming and error-prone for accounting teams.

What I built

Built an AI-powered platform that automatically extracts invoice data from emails, processes PDFs with AI, and manages structured data through a user-friendly interface.

Results

• Automated invoice processing from emails
• AI-powered PDF data extraction
• Structured data management system
• Pattern matching for automated categorization

Tech stack

• Next.js
• n8n
• OpenAI API
• PostgreSQL
• PDF Processing

Code sketch

A simplified illustration of the core logic, not production code.

// AI Invoice Processing Pipeline
const processInvoiceEmail = async (emailData) => {
  // Extract PDF attachment from email
  const pdfBuffer = await extractPDFFromEmail(emailData);
  
  // Use AI to parse PDF and extract structured data
  const invoiceData = await openai.createCompletion({
    model: "gpt-4",
    prompt: `Extract invoice data from PDF: vendor, amount, date, items`,
    file: pdfBuffer
  });
  
  // Structure the extracted data
  const structuredData = {
    vendor: invoiceData.vendor,
    amount: parseFloat(invoiceData.amount),
    date: new Date(invoiceData.date),
    items: invoiceData.items,
    category: await categorizeExpense(invoiceData.description)
  };
  
  // Save to database
  await postgres.invoices.create(structuredData);
  
  // Run pattern matching for auto-processing
  const processedData = await runPatternMatching(structuredData);
  
  return processedData;
};