Automated Financial Tracker
Turn any invoice photo into a searchable, organized financial record — automatically.
Upload an invoice image from the dashboard and AI vision instantly extracts the vendor, date, amount, category, and invoice number. Everything is saved to a Google Sheets spreadsheet you own, and you get an instant notification on Slack and/or Telegram.
Every Monday morning, the workflow runs automatically: it reads your full invoice history, computes weekly spending stats, and uses AI to generate a written financial insights report — with trends, top vendors, and cost-saving recommendations — delivered straight to your channels.
Here's a video to guide you through this workflow:
What's Included
- AI invoice extraction — Upload a photo; get structured data. Powered by Gemini 2.0 Flash vision
- Fullscreen dashboard — Pie chart by category, bar chart of recent invoices, full invoice history table
- Weekly report tab — Monthly spending trends, top vendor rankings, category breakdown
- Monday morning digest — AI-written financial summary sent to Slack and Telegram automatically
- Your data, your sheet — All records stored in a Google Sheets spreadsheet you control
- Smart notifications — Slack and Telegram alerts on every new invoice; channels are optional
One-Time Setup
Connect Google Sheets, optionally add Slack and Telegram, pick your currency and monthly budget threshold.
The spreadsheet is created automatically — no manual configuration needed.
About This Template
This workflow template contains 30 nodes that you can customize for your needs. Fork it to your account to start editing and running the workflow.