Experienced Automation Builder for for Finance System using ClickUp, n8n, etc

Experienced Automation Builder for for Finance System using ClickUp, n8n, etc

Experienced Automation Builder for for Finance System using ClickUp, n8n, etc

Upwork

Upwork

Remoto

55 minutes ago

No application

About

I need a senior automation specialist to build a full operations system using ClickUp, n8n, Harvest, QuickBooks, Wise, and Google Drive. This is not a simple automation job. You must be able to build a complete multi-model billing engine, vendor payout workflows, and cross-system syncing that runs cleanly without bugs. The system will support multiple billing types including flat fee, hourly, flat fee with hourly overages, monthly retainers, recurring fees with hourly overages, and hybrids. All work and workflows must run inside ClickUp. Harvest only tracks time at the project level. QuickBooks handles invoicing and payments. Wise handles vendor payouts in draft mode. Google Drive has one folder per client. n8n handles all automation and syncing. You will receive a detailed build spec. Your job is to build the system as defined, with any improvements you can recommend. Required Skills • Expert level n8n (or equivalent node based automation tools) • Strong ClickUp setup experience including custom fields, relationships, permissions, and dashboards • Strong QuickBooks Online API experience • Ability to build multi step calculations (billing, margin, retainer burn, overages, payouts) • Ability to build automated workflows with approvals • Ability to build error handling, logging, and alerting Scope Highlights • Build ClickUp workspace with client, engagement, deliverable, vendor, and finance lists • Build all fields and relational logic • Build full vendor onboarding workflow that creates Wise and QBO vendor records • Build all engagement billing models • Build monthly retainer burn logic and overage billing logic • Build flat fee logic and hourly billing logic • Build full QBO invoice automation including invoice numbering and partial payments • Build Wise payout drafts with approval from ClickUp • Build profitability calculations and risk flags • Build weekly summary, unassigned time detection, and monthly reset • Build full reporting dashboards inside ClickUp • Build backup workflows to Google Drive • Build error escalation to email To Apply, Answer These Questions 1. Describe the most complex automation system you have ever built. What made it complex. 2. Have you built an end to end system using n8n for finance or billing before. Describe. 3. Have you connected QuickBooks, Harvest, or Wise through automation. Explain with examples. 4. How do you handle error catching, retries, and alerting. 5. What is your approach for mapping and syncing IDs across multiple systems to avoid mismatches. 6. How long will it take you to build a system of this scope. Give a realistic timeline. 7. What is your process for testing and validating billing calculations. Only apply if you have deep experience with full system builds of this scale. I am looking for a senior builder who can own the entire implementation.