AIAI Automation Engineer

AI-Powered Financial Intelligence Platform

Syncbricks Business Performance Reporting

What it does

Built an AI-powered financial intelligence platform that automates business performance reporting for a multi-cost-center organization. The platform collects raw financial data such as GL entries, budgets, WIP, and employee records from Supabase, processes and structures the data into financial statements, and uses an AI analyst agent to generate complete Profit & Loss reports, department performance insights, and executive recommendations. Reports are automatically generated and delivered through email in HTML and PDF formats.

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Stack

n8nSupabase (PostgreSQL / ERPNext Data)Google Gemini 2.5 ProNext.jsVercelGmail APIPDFShift API

IndustryFinance & Fintech

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What we built

Financial Data Automation

Built end-to-end automation workflows using n8n.
Integrated Supabase PostgreSQL with ERPNext financial data.
Automated fetching of: General Ledger entries, Budget groups, Budget details, Accounts, Employee records, Cost center data.

AI Financial Analyst Agent

Integrated Google Gemini 2.5 Pro as an AI business performance analyst.
Automated financial calculations including: Gross Profit, Net Profit, Net Profit Margin, Revenue and cost analysis.
Generated complete financial statements: Revenue, Cost of Sales, Gross Profit, Indirect Expenses, Net Profit.
Analyzed: Department/vertical performance, Project WIP, Employee revenue and profitability metrics.
Generated executive summaries with performance indicators and management recommendations.

Multi-Cost Center Reporting System

Built workflows to process multiple cost centers automatically.
Generated individual business unit reports.
Transformed raw financial records into structured sections: YTD vs Previous Month Summary, Vertical P&L Report, WIP Analysis, Employee Performance Report.
Combined all sections into a single consolidated financial report.

Report Generation & Delivery

Added validation logic to verify AI-generated reports before processing.
Converted AI-generated HTML reports into PDF using PDFShift API.
Automated report delivery through Gmail API with formatted email content and attachments.
Implemented batching, wait, and loop controls to safely process multiple cost centers without API overload.

Frontend Dashboard

Developed a Next.js dashboard deployed on Vercel.
Created an interface where users select date ranges and trigger report generation.
Connected the frontend with n8n automation workflows through webhooks.

Impact

Eliminated manual spreadsheet-based monthly financial reporting.
Automated financial data collection, analysis, and executive reporting.
Delivered AI-generated business insights and recommendations alongside financial statements.
Reduced a time-consuming finance workflow into a single automated report-generation process.