NEOPOLIS AKADEMY
Build a bookkeeping agent
Practical lab to build an accounting bookkeeping agent that automates capture and filing. Uses n8n, OCR and email to extract documents, apply rules and prepare entries, working on fictional data with human checks.
View this course on Akademy ↗Enrolment and practical details are available on Neopolis Akademy.
What you will explore
Shows the technical pipeline: receiving documents by email, OCR extraction, normalization and routing via n8n for accounting processing.
Covers integrating an AI agent to categorize documents and propose bookkeeping entries according to predefined business rules.
Emphasizes operational safety: fictitious datasets, human verification steps and logging for traceability.
STEP BY STEP
Course programme
01Build a bookkeeping agent
Build an accounting agent that extracts and centralizes accounting information from documents (OCR), automates entries and orchestrates notifications. The practical focuses on setup, the OCR→n8n→storage pipeline and security.
This practical presents building an agent that ingests accounting documents via OCR, structures extracted data and feeds an automated bookkeeping flow.
Set up includes n8n, OCR tools and email channels, then assemble extraction, normalization, storage and notification steps.
The stepwise approach focuses on OCR accuracy, validation of extracted fields and resilient processing rules before committing records.
Security checkpoint covers protection of sensitive documents, access controls and processing practices aligned with privacy best practices.
Explore this module on Akademy ↗Programme source: Neopolis Akademy. Original course page