Техническое задание
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.
---
### 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.
---
### 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)
---
### 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
---
### 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)
---
### 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
We are looking for an experienced AI Builder / Automation Specialist to design and implement an intelligent, largely automated accounting system for our business.
---
### 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.
---
### 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)
---
### 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
---
### 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)
---
### 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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Информация о проекте
Бюджет
100+ USD
VAT (19%):
19
USD
Итого:
119
USD
Исполнителю
90
USD
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