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English
$
USD
I will extract and categorize transactions from your financial document
Mritunjay K
About this gig
Tired of manually entering transactions from bank statements, credit card PDFs, and messy client documents?
I use a custom-built AI pipeline to extract every transaction from your financial documents, categorize them against your Chart of Accounts, and deliver clean, QuickBooks-ready exports in a fraction of the time.
What I process:
- Bank statements (PDF, scanned, or digital)
- Credit card statements
- W-2, 1099, and 1040 tax forms
- QuickBooks exports and supporting financial documents
- Government IDs (for client onboarding)
What you get back:
- Every transaction extracted and categorized
- Reconciliation report (beginning balance net activity ending balance)
- Flagged exceptions and discrepancies nothing hidden
- QuickBooks-ready CSV export
- Excel workbook with full transaction breakdown
- Client clarification questions (for unrecognizable transactions)
My AI handles:
- Multi-page scanned PDFs (OCR + Vision AI)
- Duplicate statement detection
- Vendor pattern learning across sessions
- Cross-document income verification (W-2/1099 vs bank deposits)
Get to know Mritunjay K
Mritunjay K
AI Automation Developer, Voice AI ,LLM Integration
- FromIndia
- Member sinceMay 2026
Languages
English
I build AI-powered applications focused on automation, voice interfaces, and real-world usability.
I work with:
• Python
• FastAPI
• LLM APIs
• AI automation workflows
• Voice AI systems
• API integrations
• Prompt engineering
• Frontend-backend integration
I focus on building functional AI products instead of just prototypes.
Services I can help with:
• AI chatbot development
• Voice AI agents
• API integration
• FastAPI backend systems
• AI workflow automation
• Prompt engineering
• AI MVP development
My Portfolio
FAQ
What file formats do you accept?
PDF (digital or scanned), images (PNG, JPG), and standard bank/credit card statement formats. If you're unsure, message me with a sample page first — I'll confirm before you order.
Do you need my account credentials or bank login?
No. You just send me the documents. I never need access to your bank, QuickBooks, or any account.
How accurate is the AI extraction?
For digital PDFs, accuracy is very high (95%+). For scanned documents, it depends on scan quality — I'll flag any rows I'm uncertain about rather than guessing. You'll always know what was auto-categorized vs. flagged for your review.
What happens if a transaction can't be categorized?
: It gets flagged with a suggested category and a client clarification question. I never silently assign a category to something unrecognizable — you stay in control.
Can you match my existing Chart of Accounts?
Yes. In Standard and Premium, send me your COA and I'll categorize against it. Basic uses a clean 47-account default COA.
What does the "Custom Pipeline Build" actually include?
I build you a standalone version of this extraction system configured for your firm — your COA, your document types, your export format. Price depends on scope; message me to discuss.
Is my client data kept confidential?
Yes. Documents are used solely for your order, not stored beyond delivery, and not used to train any model. We can discuss an NDA before ordering if needed.
Can I send documents for multiple clients in one order?
The Standard package covers one client (up to 15 docs). For multi-client batches, message me — I offer volume pricing for accounting firms.
