Accounting — Client Document Collection Tracker

Chasing clients for missing tax and financial documents ahead of deadlines is time-consuming and easy to lose track of.

Checklist and deadline loop: a Schedule Trigger feeds a Split-In-Batches loop where each fictional client runs through a document-checklist and deadline-risk scorecard before looping back.

1. 01Client Loop
2. 02Document Checklist & Risk Scoring
3. 03Reminders, Escalation & Completion
4. 04Filing Readiness Dashboard

• n8n
• Code (JavaScript)
• If
• Loop Over Items
• Schedule Trigger
• Set
• Switch

• Workflow name begins with DEMO | and is inactive.
• No credentials are attached to any node.
• No enabled external send node exists anywhere in this workflow.
• All data is fictional (example.com emails, invented names/addresses).
• Uses only built-in n8n node types.

Real screenshots of the working system — collapsed by default so this page stays readable.

7 structural checks passed, including: Workflow JSON parses (local + server-returned copy); active is false; Name begins with DEMO |; No credentials attached to any node. Structural and logic validation completed. Live n8n execution pending manual safe test.

Classification and scoring logic is deterministic/rule-based rather than a live AI model, by design (provider-independent, fully inspectable, no credential required). No real system of record, messaging channel, or calendar is connected - every downstream action is simulated or drafted, never sent. Live n8n execution has not been triggered as part of this build.

Portfolio demonstration built for a fictional business with fictional data. It is not connected to any real client, system, or customer.

Replace deterministic classification with a real AI model behind the same confidence/human-review pattern where one exists. Connect the mock/simulated steps to real systems of record once reviewed and approved. Wire a real (approved) communication channel behind the draft-message steps.