Automated finance tracker with Gmail, Google Sheets & GPT-4o monthly reports

🚀 What This Workflow Does

This automation helps small business owners track income and expenses effortlessly, turning scattered emails and WhatsApp messages into structured financial data — all without manual entry.

Every month, it: - Pulls receipts and invoices from your Gmail and WhatsApp - Uses AI to extract key details (date, vendor, amount, category) - Logs everything into Google Sheets - Generates a monthly cash flow forecast with visual insights - Sends you a clear, concise email report with AI-powered recommendations

No more spreadsheet stress. No more missing receipts. Just financial peace of mind — delivered every month.

💡 Why It Matters

As a small business owner, your time is too valuable to spend manually logging transactions. This workflow automates the entire finance tracking loop — from receipt capture to insight delivery — so you can: - Know exactly where your money is going - Spot trends and plan ahead - Make smarter decisions with real-time data - Start each month with confidence

It's soft tech at its best: simple, elegant, and deeply useful.

🛠️ How It Works