Build a bookkeeping agent

Course overview

Build an accounting agent that extracts and centralizes accounting information from documents (OCR), automates entries and orchestrates notifications. The practical focuses on setup, the OCR→n8n→storage pipeline and security.

This practical presents building an agent that ingests accounting documents via OCR, structures extracted data and feeds an automated bookkeeping flow.

Set up includes n8n, OCR tools and email channels, then assemble extraction, normalization, storage and notification steps.

The stepwise approach focuses on OCR accuracy, validation of extracted fields and resilient processing rules before committing records.

Security checkpoint covers protection of sensitive documents, access controls and processing practices aligned with privacy best practices.