Identify the vendors behind your bank feed lines
Researches each unfamiliar payee on your bank feed on the live web and records who it is, what they do and the likely account.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in the order it first runs them, and what it is for.
- 1Google SheetsRead rowsReads the research tab to see which bank lines are done, then the bank feed tab for the date, description and amount of each line.
- 2SerperSearch webThe agent's search tool: looks the cleaned-up payee name up on Google, with the city when the line prints one.
- 3Jina AIRead urlThe agent's reading tool: opens the most likely page for the business and reads what it says about itself.
- 4Google SheetsAppend rowAppends one row per bank line to the research tab: vendor, what they do, website, category, suggested account, confidence, evidence and sources.
How it works
What happens on each run, in plain English.
Once a day, the bank feed lines on your spreadsheet that have not been looked into yet are handed, one at a time, to an AI agent with two tools: a Google search and a page reader. It cleans up the payee as the bank printed it, searches for the business, reads its page, and records who it is, what it does, its website, a category, the account it most likely posts to, its confidence, the evidence and the pages it read, as a new row on a 'Vendor research' tab.
The client notes you write in tell the agent whose books these are, so the suggested account comes from your own chart of accounts. It reports rather than concludes: a payee it cannot pin down is marked 'Not identified' with what it tried, a name that could be several businesses is left open with the candidates listed, and every row names its sources. Your bank feed is never edited, a line already researched is skipped, and a line that fails is recorded as such rather than retried every day.
You need a Google Sheet with a 'Bank feed' tab holding Date, Description and Amount columns, and a 'Vendor research' tab with the twelve headings the description lists.
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