Confidential Project · AI + Financial Data

Multi-Agent Financial Intelligence

The workflow turns financial files into structured, queryable context that specialized agents can use for billing, banking and reconciliation analysis.

The Problem

The Problem

Financial documents and banking records need to become structured, queryable data while different questions are routed to the appropriate analytical specialty.

What I Built

What I Built

I built a workflow that ingests documents from Google Drive, processes PDF / CSV inputs with n8n, structures financial data in BigQuery and routes analysis to specialized AI agents.

  • Google Drive document intake
  • PDF / CSV extraction and processing
  • n8n orchestration
  • Structured financial data in BigQuery
  • Specialized AI agents for billing, banking and reconciliation
  • Reporting through the existing interaction layer

Architecture

Sanitized public system flow

Public Architecture / Generic Labels
Google DriveSystem flow
PDF / CSV ExtractionSystem flow
n8nSystem flow
Data ProcessingSystem flow
BigQuerySystem flow
Specialized AI AgentsSystem flow
Google DrivePDF / CSV Extractionn8nData ProcessingBigQuerySpecialized AI AgentsFinancial Intelligence / Reporting

This public diagram is intentionally abstracted and does not expose client names, private endpoints, internal IDs or operational data.

Technologies

Technologies used

Google Driven8nBigQueryAI AgentsOpenAISlack

Value / Outcome

Capability created

The workflow turns financial files into structured, queryable context that specialized agents can use for billing, banking and reconciliation analysis.