Automate Rent Reconciliation with AI and Local File Management
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Streamline your rent reconciliation process by automatically ingesting bank statements, leveraging an AI agent for intelligent analysis against tenant and property data, and generating actionable reports. This workflow prioritizes data security by keeping sensitive information local.
About This Workflow
This n8n workflow empowers property managers and finance teams to automate the tedious task of rent reconciliation. It begins by securely monitoring a designated local directory for new bank statement CSV files. Once a statement is detected, the workflow efficiently reads its content and then delegates the heavy lifting to an AI agent. This intelligent agent compares incoming transactions against your existing tenant and property data stored in local XLSX files. It can identify discrepancies such as missing payments, incorrect amounts, or overdue rent, even considering tenancy terms and notes. The workflow culminates in the generation of a clear, actionable report that is written back to your local spreadsheet, ensuring your data remains private and secure throughout the process.
Key Features
- Local File System Integration: Securely process bank statements and tenant data without sending sensitive information to external cloud services.
- AI-Powered Analysis: Utilize an AI agent to intelligently identify rent discrepancies, considering tenant details, property information, and contract exceptions.
- Automated Data Ingestion: Automatically detects and processes new bank statement files placed in a specified local directory.
- Actionable Reporting: Generates clear reports on identified issues, directly updating local XLSX files for easy review and action.
- Customizable Data Sources: Easily integrate with your existing tenant and property data stored in local Excel spreadsheets.
How To Use
- Set up Local File Watcher: Configure the
Watch For Bank Statementsnode to monitor your designated directory for new CSV files. - Configure Data Source: Ensure your tenant and property details are accurately maintained in separate sheets (e.g., 'tenants', 'properties') within a local XLSX file. Update the
spreadsheet_locationvariable in theGet Tenant DetailsandGet Property Detailsnodes to point to this file. - Integrate AI Agent: The
Get Tenant DetailsandGet Property Detailsnodes are pre-configured with example JavaScript code using the Langchain integration to query your local data. The AI agent will implicitly use these tools to gather necessary information. - Process Bank Statement: The
Get Bank Statement FileandGet CSV Datanodes will read the incoming bank statement CSV file. - AI Analysis and Reporting: The AI agent will perform the analysis, and the
Structured Output Parserwill structure the results. TheAlert Actions To Listnode will prepare the identified actions. - Generate and Update Report: The workflow's subsequent nodes (not fully detailed in the snippet, but implied by the structure and
Sticky Note2) would use theCodenode and the sheetJS library to update your local XLSX file with the findings. Refer to theSticky Note2for guidance on using the Code node for XLSX manipulation.
Apps Used
Workflow JSON
{
"id": "9e50bd89-ae29-4300-8878-a0de02761b97",
"name": "Automate Rent Reconciliation with AI and Local File Management",
"nodes": 19,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 9e50bd89-ae29...
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