AI Builder for Automated Accounting & Workflow System (OpenClaude / OpenCloud)

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AI Builder for Automated Accounting & Workflow System (OpenClaude / OpenCloud)

We are looking for an experienced AI Builder / Automation Specialist to design and implement an intelligent, largely automated accounting system for our business.

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### Project Description
The goal is to build a workflow where invoices and documents are simply uploaded, and the system independently handles processing, allocation, and preparation for accounting as well as tax reporting.

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### Responsibilities:
- Development of an automated accounting workflow using OpenClaude 
- Installation and configuration of OpenCloud on our server 
- Automatic extraction and processing of invoices and documents (PDFs, images, etc.) 
- Integration and automated retrieval of bank statements (e.g., via API) 
- Matching incoming and outgoing payments to the corresponding invoices 
- Creation of a structured booking list including account assignment (chart of accounts SKR03) 
- Preparation of data for tax reporting (e.g., VAT pre-declaration) 

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### Advanced Features (important):
- Payment reminders (incoming invoices): 
  - Automatic notifications before due date 
  - Reminders 3 days before and 3 days after the payment deadline 

- Automated email for outgoing invoices: 
  - Sending invoices directly to customers 
  - Parallel notification / copy sent to us 

- Duplicate detection: 
  - Identification of duplicate invoices or payments 
  - Prevention of incorrect postings 

- Traceability & documentation: 
  - Clean logging of all processes 
  - Transparent matching of documents and payments 

- Dunning / reminders for unpaid invoices: 
  - Automatically identify issued but unpaid invoices 
  - Send reminders or payment requests accordingly 

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### Requirements:
- Experience in AI workflows / automation (OpenCloud environment preferred) 
- Strong knowledge of OpenClaude 
- Experience with installation and operation of OpenCloud on private servers 
- Knowledge of OCR and document processing 
- Experience with API integrations (e.g., banking, accounting systems such as DATEV is a plus) 
- Basic understanding of accounting principles (account assignment, document logic, tax processes) 

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### Project Goal:
To build a highly automated system that:
- Automatically recognizes and processes documents 
- Retrieves and matches bank statements 
- Generates booking suggestions including account assignment (SKR03) 
- Monitors deadlines and sends reminders 
- Detects duplicates 
- Identifies unpaid invoices and sends reminders 
- Provides a complete and structured basis for tax reporting 

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90 USD

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