AcademyWorkflowsFinance

Financial Documents Assistant with Qdrant and Mistral

Finance teams that want to ask questions about statements and financial files kept in a local folder.

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Paste it straight onto an n8n canvas with Ctrl+V or Cmd+V.

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build-a-financial-documents-assistant-using-qdrant-and-mistral-ai.json

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What it does

An n8n workflow that watches a local folder of bank statements and keeps a Qdrant vector store in sync. New files are added, changed files replace their old records and deleted files are removed. A Q&A chatbot answers questions about the statements.

Use cases

  1. 01Ask questions about downloaded bank statements
  2. 02Keep a vector store in sync with a folder
  3. 03Prototype a chatbot over invoices or payroll files

Connects

HTTP Request · Question and Answer Chain · Vector Store Retriever · Recursive Character Text Splitter · Default Data Loader · Embeddings Mistral Cloud · Mistral Cloud Chat Model · Qdrant Vector Store

Questions about
Financial Documents Assistant with Qdrant and Mistral.

What is Financial Documents Assistant with Qdrant and Mistral used for?

Finance teams that want to ask questions about statements and financial files kept in a local folder. An n8n workflow that watches a local folder of bank statements and keeps a Qdrant vector store in sync. New files are added, changed files replace their old records and deleted files are removed. A Q&A chatbot answers questions about the statements.

How do I import Financial Documents Assistant with Qdrant and Mistral into n8n?

Copy the workflow JSON from this page and paste it onto the n8n canvas with Ctrl+V or Cmd+V. Then connect your credentials in each node.

Is Financial Documents Assistant with Qdrant and Mistral safe to use?

It passed our automatic scan for credential theft, hidden instructions and risky install commands. Third party open source software. Sabemos AI does not maintain it. Check the code and permissions before you connect it to company data.

Related resources

Read the guide: AI for accounting firms and gestorías ↗

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