Automated Finance Tracker with Gmail, Google Sheets & GPT-4o Monthly Reports

About

🚀 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-