Bank Statement Processing Automation · AI Automation Society

Bank Statement Processing Automation

Hey everyone, hope you're all doing well!

Me and my friend just finished our PDF > Excel parsing custom automation solution that we will be providing to accountants and bookkeepers. I was wondering if you guys could take a look and provide some opinions on how it is and what we could potentially work on. We will be targeting small to medium businesses who haven't integrated any internal automations.

Also if you anyone has experience with landing clients within professionally related services I am all ears. I would love to hear what you guys think of this and if niching down to only accountants and bookkeepers is the right approach. After we finalize it, we are thinking of sending personalized LinkedIn messages through Sales Navigator and starting our content creation journey to land leads.

We built it out on Make and our tech stack includes Claude's API and Azures Document Intelligence (for parsing).

I've attached the video below, if you have some time to view it and leave an opinion. Thanks everyone and looking forward to your opinions!

https://www.loom.com/share/7d657c86aa0d46ea85b0d773f3599d9f

2 comments