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← All workFinancial Services

n8n Financial Reporting

Weeks of financial reporting cut down to hours.

IndustryFinancial Services
What we didn8n workflows · OCR on invoices · Fraud alerts · Auto reports
Duration8 months
Client locationUnited Kingdom
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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