The brief
Problem, approach, result.
Problem
Every payment in an ING bank statement (STA format) had to be matched to an invoice by hand, then installer payroll calculated across more than fifteen parameters. It was hours of repetitive, error-sensitive work.
Mistakes in payment verification cost money and trust, and the process couldn’t keep up as the business grew.
Approach
- Parsed the ING STA statement format and matched payments to invoices with pattern recognition for invoice numbers.
- Encoded the installer payroll rules (15+ parameters) into a deterministic calculation.
- Synced statuses to ClickUp in real time and triggered reporting and email notifications via Make.com.
Result
Bank-statement processing time fell by 95% and human errors in payment verification were eliminated.
The back office shifted from manual data entry to reviewing a system that just works.
“Highly recommend working with him, a smooth process, and the final result met my expectations.”
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