Reconcile Rent Payments with Local Excel Spreadsheet and OpenAI
Explore this Workflow. Built for next generation AI app & agent building.
This rantir workflow is designed to operate on a local network, helping to reconcile downloaded bank statements with internal tenant records. It identifies issues like missed, late, or incorrect payments and generates a report to highlight these for prompt remedial action.
How it works
- The workflow monitors a local network drive for newly added bank statements.
- Once a bank statement is added, it is imported into rantir, where its contents are extracted and analyzed by the AI Agent.
- The AI Agent reviews each line item to identify dates and incoming payments from tenants.
- Using a locally-hosted Excel ("XLSX") spreadsheet, the AI Agent accesses tenant and property records to determine due dates, amounts, and tenancy durations for each tenant.
- By comparing tenant records to the bank statement, the AI Agent identifies missed payments, late payments, or incorrect amounts.
- A report is generated and logged in the XLSX file for human review and follow-up action.
Requirements
- A self-hosted version of rantir is required.
- OpenAI account for AI model access.
Customizing this workflow
If your organization uses Slack or Teams, consider sending reports to a dedicated channel for increased efficiency. Alternatively, email can also be used for report delivery.
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