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Need help with power automate

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Posted on by JD-08111627-0

I need a Power Automate expert to optimize my existing workflow by adding an OCR fallback. The goal is to streamline file management and accounting processes automatically.

Scope of work

- Optimize existing Power Automate workflow with OCR fallback
- Automatically rename and move files to correct folders
- Retrieve information for accounting records and import into an Excel file serving as general ledger
- Convert PDF bank statements to CSV and transfer data to Excel
- Generate financial statements automatically from Excel data
- Enable Excel file to detect duplicate files

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Using flows

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developerAJ 4,628 on at

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Need help with power automate

hey could you explain me what your issue is??

or are you looking for complete solution from the community??

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VictorIvanidze 13,060 on at

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Need help with power automate

Are you ready to pay?

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VictorIvanidze 13,060 on at

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Need help with power automate

Hi @JD-08111627-0,

did you find an expert?

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David_MA 12,908 Super User 2025 Season 2 on at

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Need help with power automate

Encodian has an action to apply OCR to image-based pdf files. It is not free and requires an API Key. You can learn more at PDF - Apply OCR (AI) – Encodian Customer Help. You don't give a lot of details on the process, but you may want to check with your bank. They may already offer the ability to download your transactions in csv format. This is how you can do it with Truist, which is one of the larger banks in the United States: https://youtu.be/M6CbrwDDjGU?si=aOZVX7zlTp-9ts4y. Getting the data directly from the bank in the csv format you need would be the most reliable process.

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