Contact person: Bank Statement - AI & Automation

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Location: Brisbane, Australia

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I set up a Zapier automation: when a client's annual bank statement PDF is uploaded to a Google folder, it goes to a PDF parser, is converted to CSV, then is sent to the "AI by Zapier" step (OpenAI 4o). The AI should apply business logic and return JSON: one-off debits and credits per month, regular deposits and withdrawals per month, monthly opening and closing balances, etc.

Some outputs are correct (opening and closing balances), but other data points are wrong.

I need an EXPERT to quickly diagnose and fix this.

Only EXPERTS apply.

If you are not an EXPERT, do not apply and waste both our time. You will not be awarded the task without answering questions and passing tests of your recommendations. I only need advice; I will test suggestions and may share my screen to verify." (client-provided description)