Turn emailed bank statements into a monthly Slack spending report

Reads your bank statement emails, categorizes every transaction, and sends a spending summary to Slack.

How the work actually flows

It branches. Every path runs; runs once per each transaction.

Pattern: Parallel Split (2) ยท Multiple Instances without Synchronization (12)

flowchart TD trig>"bank statement email arrives"]:::trig s0["extract transactions"]:::task s1[["categorize each transaction"]]:::mi s2["calculate savings and flag anomalies"]:::task s3["generate summary report"]:::task trig --> s0 s0 -->|"one per each transaction"| s1 s1 --> s2 s2 --> s3 gx{"+ where to send the summary"}:::gate s3 --> gx p00["record report in sheet"]:::task gx -->|"log to spreadsheet"| p00 p10["post summary to channel"]:::task gx -->|"send to slack"| p10 p00 --> out p10 --> out out[/"monthly spending summary delivered"/]:::out pay{{"know where money goes with no manual sorting"}}:::pay 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
Starts itA stepRuns once per itemEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationMessaging & NotificationsSpreadsheet & Database OpsReporting & Analytics
Connects
GmailGoogle SheetsSlack
Featured in

The problem it solves

You know your bank statement lands in your inbox every month, but actually opening it and sorting every transaction into a budget is a chore you keep putting off. Without that work, you have no real sense of where your money is going or whether you're saving enough.

Who it fits

Freelancers, small business owners, and anyone who wants automatic monthly insight into their spending.

How it works

  1. Your bank statement arrives by email
  2. The system extracts every transaction with its date, amount, and description
  3. AI categorizes each transaction into groups like groceries, subscriptions, or travel
  4. It calculates your savings rate and flags any unusually large transactions
  5. A summary report is logged to a spreadsheet and sent to your Slack channel
What you get

Spending patterns summarized before you ask

Your bank statement emails turn into a categorized monthly spending report delivered straight to your Slack channel.

What you get

A monthly spending summary in Slack, plus a logged record in a spreadsheet.

What you need

A Gmail account, a PDF extraction API key, a Google account, and a Slack workspace.

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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