Problem
Financial records arrive in different places, so tracking takes time and the same transaction can be entered twice.
Finance Automation2 Workflows: Income + Expense
Personal Income & Expense Automation
Portfolio demoAI-assisted build
Captures receipts, income notices, and statements from Gmail or Telegram, validates each transaction, prevents duplicates, and records the result with its source file.
Built with
n8nGeminiGmailGoogle SheetsGoogle Drive
Solution
Two automated workflows capture each record, check the details, block duplicates, and file everything in the right place.
Result
Income and expenses stay organized, supporting files are easy to find, and review takes less manual effort.
System Map
How the System Works
Start with the three system branches, then open the parts you want to inspect.
Personal Income & Expense Automation
Demonstration
See the Automation in Action
Project Screenshots and Outputs
A balanced view of both workflows, their intake channels, and the organized records they produce.
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Click to view full sizeVerified Workflows
Test Results
63 conclusive test executions passed across 3 independent regression rounds in August 2026, covering both workflows and both Gmail and Telegram intake paths.
| Test Area | What We Verify | Result |
|---|---|---|
| Income Intake | Supported income input types (text, PNG, PDF, CSV; single & multi-transaction) across Gmail and Telegram | PASS — 32 verified |
| Expense Intake | Supported expense input types (text, PNG, PDF, CSV; single & multi-transaction) across Gmail and Telegram | PASS — 31 verified |
| AI Extraction & Validation | Required transaction fields extracted correctly; missing or ambiguous input routed to review instead of guessed | PASS — verified across 3 rounds |
| Duplicate Prevention | Repeated transactions and repeated attachments (byte-identical file, and reference-number match) do not create duplicate records | PASS — both duplicate checks verified |
| Transaction Rules & Categorization | Income vs. expense rules (refund, transfer, reversal, pending, credit-card payment) and category assignment behave as designed | PASS — verified across 3 rounds |
| Output, Archive & Confirmation | Correct Google Sheets record, source-file archive to Drive, and confirmation complete for both workflows | PASS — both workflows verified |
Turn a Manual Bottleneck into a System You Can Trust.
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