{"product_id":"n8n-bank-invoice-reconciliation-with-postgres-claude-review","title":"n8n Bank Invoice Reconciliation with Postgres \u0026 Claude Review","description":"\u003ch3\u003eReconcile bank transactions to open invoices—then escalate borderline cases to Claude\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow reconciles incoming bank transactions against open invoices and existing ERP payment records, persists results in \u003cstrong\u003ePostgres\u003c\/strong\u003e, and alerts your finance team in \u003cstrong\u003eSlack\u003c\/strong\u003e—with optional review by \u003cstrong\u003eAnthropic Claude\u003c\/strong\u003e for borderline matches. It also returns a run summary as JSON to webhook callers so your automation stays transparent and auditable.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eTriggers on demand, daily, or via webhook\u003c\/strong\u003e: runs via a manual trigger, a \u003cstrong\u003e06:00 daily schedule\u003c\/strong\u003e, or a \u003cstrong\u003ePOST webhook request\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGuarantees idempotency with Postgres\u003c\/strong\u003e: ensures required Postgres tables exist, then loads previously reconciled bank transaction and invoice IDs to avoid duplicate processing.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eFetches and normalizes source data\u003c\/strong\u003e: pulls \u003cstrong\u003eopen invoices\u003c\/strong\u003e and \u003cstrong\u003eERP payments\u003c\/strong\u003e from an ERP API, and \u003cstrong\u003ebank transactions\u003c\/strong\u003e from a bank API—then normalizes all datasets into a consistent schema.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eScores matches with a rules-based engine\u003c\/strong\u003e: validates API call success and classifies results, generating exceptions such as \u003cstrong\u003eunmatched payments\u003c\/strong\u003e, \u003cstrong\u003eoverdue invoices\u003c\/strong\u003e, \u003cstrong\u003eduplicates\u003c\/strong\u003e, and \u003cstrong\u003eERP conflicts\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eUses Claude review for borderline matches (optional)\u003c\/strong\u003e: sends borderline cases for approve\/reject\/escalate decisions, then applies outcomes using confidence\/variance guardrails.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWrites results and notifies only when needed\u003c\/strong\u003e: upserts \u003cstrong\u003ematches\u003c\/strong\u003e, \u003cstrong\u003eexceptions\u003c\/strong\u003e, and a \u003cstrong\u003erun summary\u003c\/strong\u003e into Postgres. It can optionally post auto-matched payments back to the ERP with an \u003cstrong\u003eidempotency key\u003c\/strong\u003e and sends a \u003cstrong\u003eSlack\u003c\/strong\u003e alert only when review or exceptions exist.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReturns results or fails safely\u003c\/strong\u003e: responds with a final JSON summary to webhook callers, or logs failure in Postgres and returns an \u003cstrong\u003eHTTP 502\u003c\/strong\u003e if source\/API steps fail.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eAutomate daily invoice reconciliation using n8n and Postgres, reducing manual finance workload.\u003c\/li\u003e\n  \u003cli\u003eEscalate uncertain matches to Anthropic Claude while keeping most reconciliations rules-based.\u003c\/li\u003e\n  \u003cli\u003eTrack reconciliation runs and exceptions for audit-ready reporting via webhook JSON responses.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes\u003c\/strong\u003e: if, code, no op, merge, webhook, postgres.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations\u003c\/strong\u003e: ERP API, bank API, Postgres persistence, optional ERP updates with idempotency key, Slack notifications, and optional Anthropic Claude review.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46275708879027,"sku":"N8N-21231","price":38.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/2bulsLJJMYRIntTKvVA6K_TAA6ELs2.png?v=1792833808","url":"https:\/\/buyflowscripts.com\/products\/n8n-bank-invoice-reconciliation-with-postgres-claude-review","provider":"N8N Commerce","version":"1.0","type":"link"}