Turn emailed and WhatsApp receipts into a monthly cashflow report

Receipts from Gmail and WhatsApp are read by AI, logged automatically, and rolled into a monthly cashflow report.

How the work actually flows

A straight line. Runs once per each receipt.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["monthly run for prior period"]):::trigtime s0["gather receipts from gmail and whatsapp"]:::task s1[["extract vendor amount and category"]]:::mi s2[("log transaction to sheet")]:::store s3["send summary email"]:::task trig --> s0 s0 -->|"one per each receipt"| s1 s1 --> s2 s2 --> s3 out[/"logged transactions and cashflow summary"/]:::out pay{{"bookkeeping done without manual entry"}}:::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
Starts itA stepRuns once per itemA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsReporting & AnalyticsFinance & Accounting
Connects
GmailWhatsAppGoogle SheetsOpenAI
Featured in

The problem it solves

Receipts land in your inbox and your WhatsApp chats all month long, and by the time you sit down to do the books, you cannot remember where half of them are. Copying each one into a spreadsheet by hand is slow and easy to get wrong. You want your monthly numbers without the end-of-month scramble.

Who it fits

Small business owners, freelancers, and bookkeepers who receive receipts by email and WhatsApp.

How it works

  1. The automation runs once a month for the prior period
  2. Receipts are pulled from Gmail and WhatsApp
  3. AI reads each receipt and extracts the vendor, amount, and category
  4. Every transaction is logged to Google Sheets
  5. A summary email with totals and spending insights is sent out
What you get

Spending patterns you see before month end

Every receipt from Gmail and WhatsApp gets logged automatically, giving you a monthly cashflow summary of where money went.

What you get

A logged spreadsheet of every transaction and a monthly cashflow summary email with recommendations.

What you need

A Gmail account, a Twilio WhatsApp account, a Google Sheets 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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