Contact person: WordPress KNIME Bank Reconciler

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Location: Port of Spain, Trinidad and Tobago

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I’m building a small web-based tool that lets finance staff reconcile bank activity directly from our existing WordPress site while a KNIME workflow does the heavy lifting behind the scenes.

From the user’s point of view it should feel like a simple WordPress page: they upload or fetch the latest statements, press “Reconcile”, and within seconds receive a clear report. Under the hood KNIME will process the data, apply configurable matching rules, and push the results back to WordPress for download or on-screen review.

Core workflow
• Transaction matching across checking, savings and corporate credit-card accounts
• A rules engine so an administrator can add or tweak matching logic without touching code
• Automatic flagging of mismatches with an explanation (discrepancy reporting)
• Optional auto-adjustment entries created when differences fall within a tolerance I set in the admin panel

Deliverables
1. KNIME workflow(s) that ingest CSV/OFX files, execute the matching rules, and return a reconciliation file plus a JSON summary.
2. A lightweight WordPress plugin (or short-code) that sends uploaded statements to KNIME, triggers the workflow, and renders the returned results in a clean, mobile-friendly table with download links.
3. Documentation for installing the plugin, deploying the KNIME server or executor, and modifying the matching rules.
4. A brief hand-off session where we run through the setup on my staging site and confirm successful reconciliation of sample data.

Success is a one-click reconcile that handles at least 5k transactions in under two minutes and produces zero false positives on a provided test set. If you have prior experience wiring KNIME into PHP or WordPress, I’d love to see it when you respond." (client-provided description)