Close RecipesRecipesSubmitAbout

← All recipes

Get AI-suggested GL codes for card transactions (n8n)

Paste card transactions into a sheet and get a suggested account and a confidence score for each one.

n8nBank reconciliationIntermediateHuman check: High
Tools
n8n: Google Sheets, OpenAI
Time saved
~2-4 hrs/month (estimate)
Difficulty
Intermediate

Steps

  1. Google Sheets Trigger on Row Added in a To code tab.
  2. Google Sheets → Get Rows from a Chart of accounts tab.
  3. OpenAI: give it the description, amount, and chart of accounts, and ask for JSON {account, confidence, reason}.
  4. Google Sheets → Update Row with the suggestion. Rows below 0.8 confidence get highlighted for review.

Keep a human check here: High risk

Treat the GL codes as suggestions only. A person approves each code before anything is posted.

Steps are based on the vendor docs as of Oct 2026; verify module names in your account. Apps rename triggers and actions sometimes. Try it with test data or a sandbox company first.

Build it

[AFFILIATE LINK PLACEHOLDER: not live]
Try n8n. This is an affiliate link. If you sign up through it we may earn a commission at no cost to you. Disclosure

Related recipes

Match a bank CSV against the ledger in a sheet (n8n)

Drop a bank CSV in a folder and get a sheet of matched and unmatched items.

n8nBank reconciliationAdvancedHuman check: High

Saves ~3-6 hrs/month

Get Slack alerts for large bank transactions (Zapier)

Get a message whenever a bank-feed transaction over a set amount shows up in QuickBooks.

ZapierBank reconciliationBeginnerHuman check: Low

Saves ~1 hr/month

Weekly reminder to clear uncategorized transactions (Make)

Count unreconciled Xero bank transactions and post the number every Friday, so month-end doesn't pile up.

MakeBank reconciliationIntermediateHuman check: Low

Saves ~1-2 hrs/month


One new finance automation recipe every week

Free. Step-by-step workflows for QuickBooks, Xero, BILL, and more.

We'll ask you to confirm your email. Unsubscribe anytime.