AI/OCR Automation Expert: Extract Tax Returns into Excel (GHL & Python)
Budget: $15.0 - $125.0
HOURLY / PART_TIME
⭐ 5.00 (12)
United States
python, automation, ocr-algorithms, microsoft-excel
I am looking for an automation developer to build an AI-powered deal intake and prescreening pipeline for SBA lending. The goal is to automatically extract financial data from client PDFs and input it precisely into an existing, formula-heavy Excel workbook.
The Workflow:
Intake: Client uploads business financials and tax returns (1120, 1065, 1040 Schedule C), P&Ls, and CIMs via a GoHighLevel (GHL) form.
Extraction: A Make.com/n8n webhook triggers a Python script. It processes the files using an institutional parser (e.g., Google Cloud Document AI or AWS Textract) and an LLM (Claude/OpenAI) for unstructured text.
Excel Injection: Python (using openpyxl or xlwings) maps the data directly into specific cell coordinates of my Excel template without breaking existing formulas.
GHL Sync: Key metrics (like DSCR or NOI) are pushed back to GHL Custom Fields via API v2, and the completed Excel file is saved to the client's profile.
Required Skills:
GoHighLevel: API v2, custom fields, webhooks.
Backend Automation: Make.com or n8n.
Python: Excel read/write libraries (openpyxl, xlwings, pandas).
AI/OCR: Document AI, Textract, OpenAI/Claude APIs.
Finance: Ability to recognize basic US tax forms.
To Apply, Please Provide:
Examples of past AI/OCR or GHL API projects.
Briefly explain how you will handle large PDF payloads without timing out the GHL webhook.
Estimated timeline and budget.
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