Turn your bank statement PDF into an emailed expense summary

Upload your ICICI Bank statement and get a categorized expense summary emailed to you automatically.

How the work actually flows

A straight line. Runs once per each transaction extracted.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(("user uploads bank statement")):::human s0["extract transactions from statement"]:::task s1[["categorize each transaction"]]:::mi s2["compile expense summary"]:::task s3["email summary to user"]:::svc trig --> s0 s0 -->|"one per each transaction extracted"| s1 s1 --> s2 s2 --> s3 out[/"categorized expense summary emailed"/]:::out pay{{"clear spending picture without manual work"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceRuns once per itemA personResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationReporting & AnalyticsSurvey & Feedback
Connects
GmailOpenAI

The problem it solves

Going through a bank statement line by line to figure out where your money went is tedious and easy to put off. You end up with a shoebox of PDFs and no real picture of your spending until tax time forces the issue.

Who it fits

Freelancers, accountants, and small business owners who bank with ICICI and want a quick read on their spending.

How it works

  1. You upload your ICICI Bank statement PDF through a simple form
  2. The system reads and extracts every transaction
  3. AI sorts each transaction into a spending category
  4. A clean summary is put together and emailed to the address you choose
What you get

Spending sorted into categories without a spreadsheet

Upload your ICICI statement and get an emailed summary that sorts every transaction into a clear spending category.

What you get

A categorized expense summary delivered straight to your inbox.

What you need

A Gmail account and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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