
The story
A UK financial services firm automated data collection, reporting and compliance with AI and n8n, replacing manual spreadsheets and late audits.
The brief
Reports took weeks to compile, manual entry caused errors, compliance checks were late, and fraud was caught after the fact.
70%faster financial reporting
90%fewer manual errors
40%lower compliance costs
1M+transactions a month, hands-free
What we delivered.
01
AI data extraction
OCR and AI pull data from invoices, bank statements and reports.
02
n8n orchestration
Syncs ERP and banking data in real time with no manual entry.
03
Fraud & compliance
ML flags suspicious transactions; n8n triggers alerts and checks every rule.
04
Auto reporting
Quarterly and annual reports generated and sent automatically.
n8nOCRMachine learningDashboards

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