A private Banana Accounting preparation assistant for repeat yearly workflows

SoFlow built a browser-based accounting preparation assistant that normalizes bank exports, AppSheet/WebBuch rows, Banana account lists, and previous Banana transactions into reviewable Banana-compatible exports.
Banana Accounting Automation
Client
Banana Accounting Automation
Timeline
Case study draft
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About

A private Banana Accounting preparation assistant for repeat yearly workflows

This is a strong internal-tool story, but it is sensitive. The page should emphasize workflow architecture, privacy boundaries, and anonymized examples rather than real company accounting data.
Challenge

The challenge behind the build

Bank exports, receipt rows, previous Banana transactions, and company-specific account lists arrive in different shapes. Manually reconciling them every year is slow and error-prone.

Goal

The implementation goal

SoFlow built a browser app and optional Cloudflare Worker deployment shape for uploading bank CSV/TSV exports, AppSheet/WebBuch rows, Banana account lists, and previous Banana transaction exports, then reviewing and exporting Banana-compatible rows.

Result

SoFlow built a browser-based accounting preparation assistant that normalizes bank exports, AppSheet/WebBuch rows, Banana account lists, and previous Banana transactio...

The assistant turns recurring accounting preparation into a structured review workflow, but it should be public only with anonymized data and careful privacy framing.

Stack
JavaScript, browser file processing, Cloudflare Workers, Banana Accounting CSV/TSV, Workers AI optional
Systems
Banana Accounting, AppSheet/WebBuch exports, bank CSV/TSV exports, Cloudflare Workers
Category
Internal Tools
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The brief was to reduce repeated yearly accounting preparation work across multiple Swiss company profiles while preserving accountant-reviewed Banana output formats.

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Bank exports, receipt rows, previous Banana transactions, and company-specific account lists arrive in different shapes. Manually reconciling them every year is slow and error-prone.

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Real accounting data must stay private. Public screenshots must use anonymized samples only, and the deployed app should be protected before real workflow use.

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SoFlow built a browser app and optional Cloudflare Worker deployment shape for uploading bank CSV/TSV exports, AppSheet/WebBuch rows, Banana account lists, and previous Banana transaction exports, then reviewing and exporting Banana-compatible rows.

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The browser owns file upload, mapping, classification review, and export. The Worker deployment can serve the UI and optional receipt-evidence API while real accounting files remain local/private.

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  • Company profiles for repeat yearly workflows
  • Bank CSV/TSV normalization
  • AppSheet/WebBuch receipt enrichment
  • Banana account-list and transaction export learning
  • Manual review before export
  • Banana-compatible CSV/TSV output
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The assistant turns recurring accounting preparation into a structured review workflow, but it should be public only with anonymized data and careful privacy framing.

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  • Supports Soflow, Airshuttle, and Immobilien-style Banana export templates
  • Supports previous Banana transaction exports as a reference layer
  • Private-data folder is explicitly excluded from Git
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Can this be adapted for another business?

Yes, if the same type of workflow, integration, or decision logic exists. The implementation should be scoped around the buyer's systems and public-safety needs.

Why put this in Webflow if external code is involved?

Webflow is the public storytelling and CMS layer. External code should stay in the app, Worker, or integration layer where it can be versioned, secured, and tested.

What is needed before publishing?

Use anonymized data, sample files only, and privacy-first screenshots before publishing.

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This work proves that SoFlow can build private operational tools around messy real-world file formats without forcing everything into a SaaS product.

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Can this be adapted for another business?

Yes, if the same type of workflow, integration, or decision logic exists. The implementation should be scoped around the buyer's systems and public-safety needs.

Why put this in Webflow if external code is involved?

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Before

Each yearly accounting preparation pass required manually joining bank rows, receipt references, account mappings, and Banana export expectations.

After

The workflow can preserve company-specific mappings and produce reviewable Banana-compatible rows faster.

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This is not a marketing-page problem. It needs file parsing, mapping memory, company profiles, review states, receipt evidence, and export formats that match Banana Accounting.

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