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English
$
USD
I will automate banking and finance workflows using make and n8n
Gaurav A.
About this gig
Manual reconciliation. Repetitive data entry between systems. Loan trackers updated by hand every week. Reports that take hours to compile every month. I build AI-powered automation workflows that eliminate this using Make.com, n8n, and AI agents specifically for banking, finance, and business operations. Unlike generic automation freelancers, I bring 15+ years of real banking experience. I understand reconciliation logic, loan portfolio tracking, MIS reporting cycles, and compliance workflows from the inside so the automation I build actually fits how financial operations really work.
What I can automate:
- Bank reconciliation workflows
- Loan/EMI tracking & alerts
- MIS report generation
- Data sync between Excel, email, CRMs
- AI agents for document/invoice extraction
- Follow-up & notification systems
- Multi-step approval workflows
Why choose me:
- 15+ years in banking
- Make.com & n8n workflow builder
- Automation + real finance expertise
- Confidential, NDA on request
- Walkthrough call included
Who is this for?
Banks, NBFCs, finance teams, accounting firms, loan officers, SMEs drowning in manual work.
Message me before ordering describe your process and I'll show you how to automate
Get to know Gaurav A.
Gaurav A.
Financial Solution
- FromIndia
- Member sinceNov 2017
- Avg. response time2 hours
- Last delivery5 years
Languages
Hindi, English
I am a finance and banking professional with 15+ years of hands-on experience in Indian banking operations, credit appraisal, digital adoption, and MIS reporting.
I worked at one of India's leading banks handling branch-level data, performance trackers, digital banking reports, and credit analysis — all built and automated by me in Excel and VBA.
I am not a programmer who learned finance. I am a finance professional who mastered Excel and VBA to solve real problems I faced every day on the job.
That difference matters when you hire someone to build your financial tools.
FAQ
What's the difference between this and your VBA Automation gig?
VBA automation works inside Excel only. This gig connects Excel/Sheets to external tools — email, AI agents, databases, notifications — for end-to-end workflow automation beyond just spreadsheets.
Do I need to already use Make.com or n8n?
No. I'll recommend and set up the right platform based on your workflow, budget, and technical comfort level.
Can you automate document or PDF data extraction?
Yes — using AI agents to pull data from bank statements, invoices, or forms directly into your spreadsheet or system automatically.
Is my financial data safe?
Yes. All workflows are built with your security in mind, and NDAs are available on request before we discuss any sensitive details.
What platforms or tools can you integrate with?
Google Sheets, Excel, Email, Slack, Microsoft Teams, WhatsApp, HubSpot, Zapier, and websites — plus AI models like OpenAI ChatGPT and Anthropic Claude for document processing.
I'm not technical — will I be able to maintain this after delivery?
Yes. Standard and Premium packages include documentation and a walkthrough call, so you understand exactly how your automation works.
What if my process doesn't fit any package exactly?
Message me before ordering — describe your current manual process and I'll recommend the right scope or a custom quote.
How long does setup typically take?
Basic workflows take 4 days, multi-step automations take 6 days, and full bank-grade systems take up to 10 days depending on complexity.
What happens if the workflow breaks after delivery?
Premium includes 30 days of post-delivery support. Standard includes 7 days. I'll fix any issues within that window at no extra cost.
Can you connect this to our existing CRM or banking software?
In most cases, yes — as long as the platform supports an API or webhook connection. Share your tool name before ordering and I'll confirm compatibility.
