Description
Description CashMate – Your AI-Powered WhatsApp Finance Agent Turn WhatsApp into a smart finance assistant that auto-registers you, logs transactions in natural language, extracts data from receipts and voice notes, and delivers instant report summaries—no apps, no charts, just lightning-fast insights in chat. Who is this for? Personal finance enthusiasts wanting effortless expense tracking Freelancers & solopreneurs juggling multiple incomes and expenses Small business owners needing quick bookkeeping on the go Busy professionals who prefer messaging over apps Privacy-minded users who host data on their own PostgreSQL What problem does this solve? Zero onboarding friction: Just send "Hi"—no forms, no sign-ups No app switching: Track everything right inside WhatsApp Manual entry eliminated: Natural-language, image, and voice input all auto-parsed Instant summaries: On-demand report requests—no dashboards to navigate How it works Auto-Registration New users: "Hi" → Creates your profile in PostgreSQL Returning users: Bypasses creation if your number already exists Intent Classification routes every message into one of five branches: Reports & Summaries Triggers on keywords like "today's report," "show May vs June," or "summary." Returns concise text summary of income, expenses, and net balance. Natural-Language Transactions Messages like "Give 200 to Mukesh for car repair" → AI extracts date, category, amount, payee → logs it. Receipt OCR Attach a receipt image → Gemini OCR node reads line-items → AI categorizes and logs. Voice-Driven Logging Send a voice note → Deepgram node transcribes → AI logs transaction. General Chat & Greetings "Hi," "Hello," or casual finance questions → Routed to chat branch for greetings or tips. Setup Prerequisites n8n instance (self-hosted or n8n.cloud, v1.0+) WhatsApp Business Cloud API credentials PostgreSQL database (host, port, user, password) OpenRouter/OpenAI API key for NLP Gemini API key for OCR Deepgram API key for voice transcription Quick Start Import CashMate.n8n.json into n8n. Rename nodes to suit your environment. Configure Credentials in n8n's Credentials section—avoid hard-coding keys. Activate workflow and message "Hi" from WhatsApp. Test by sending a sample expense text, image receipt, or voice note. > Note: All detailed setup instructions and deep configuration steps are provided in the sticky notes within the template. How to Customize Categories & Currencies:** Edit parsing logic in the Function nodes. AI Models:** Swap OpenAI/OpenRouter for GPT-4, Claude, or self-hosted alternatives. Multi-User Support:** Extend registration logic to tag team or family accounts. Additional Features:** Add budget alerts, multi-currency support, or bank integrations via Plaid. Example Interactions 1. Text Transaction User: 300 given to James for the coffee CashMate: ✅ Transaction Added: • Date: 2025-06-24 • Category: Coffee & Beverages • Type: Expense • Amount: ₹300.00 • Counterparty: James 2. Receipt Image (OCR) User: [sends image of café bill totaling ₹450] CashMate: ✅ Transaction Added: • Date: 2025-06-24 • Category: Coffee & Beverages • Type: Expense • Amount: ₹450.00 • Counterparty: Café Aroma 3. Voice Transaction User: [voice note: "Paid 650 rupees for office stationery"] CashMate: ✅ Transaction Added: • Date: 2025-06-24 • Category: Office Supplies • Type: Expense • Amount: ₹650.00 • Counterparty: (none) `. An n8n automation workflow template by Roshan Ramani.
Roshan Ramani
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