Get weekly email alerts when spending goes over budget

Compares your live accounting numbers against budget targets in Google Sheets and emails you when spending runs over.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig(["every week"]):::trigtime s0["pull latest journal entries"]:::svc s1[("update sheet with numbers")]:::store s2["compare actual to budget targets"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× is any account over budget"}:::gate s2 --> gx p00["email summary report"]:::task gx -->|"over budget"| p00 p10["no action taken"]:::task gx -->|"within budget"| p10 p00 --> out p10 --> out out[/"budget overage flagged by email"/]:::out pay{{"catch overspending before month end"}}:::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 stepAn outside serviceA record or sheetOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Knowledge Base & RAGEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsFinance & Accounting
Connects
BexioGoogle SheetsGmail

The problem it solves

You don't find out you've overspent until the monthly close, when it's too late to change course. Keeping a spreadsheet updated with live accounting numbers and checking it against targets every week is tedious enough that it rarely actually happens.

Who it fits

Founders and finance leads who want to catch budget overages before they become a problem.

How it works

  1. Every week, the automation pulls the latest journal entries from Bexio
  2. It updates your Google Sheet with the current numbers, without creating duplicates
  3. It calculates what you've actually spent per account so far this month
  4. It compares actual spending against the budget targets you've set in the sheet
  5. If any account is over budget, it emails you a summary report
What you get

Overspending caught before it piles up

You get a clear weekly email the moment any account creeps over budget, so overspending gets caught early instead of showing up as a surprise later.

What you get

A weekly budget report by email, flagging any account that's over its target.

What you need

A Bexio account, a Google Sheets account, and a Gmail account.

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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