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Library / Finance, Invoices & Accounting

Finance, Invoices & Accounting

WhatsApp Finance Agent for Text, Images and Audio

When a WhatsApp message arrives, OpenAI classifies its intent and logs expenses from text, receipts or voice notes, storing them in Postgres.

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The steps

  1. Date and time
  2. Structured Output Parser
  3. Calculator
  4. Convert to File
  5. Normal Conversation
  6. Message Intent Classifier
  7. Route by Intent
  8. Parse & Validate Transaction
  9. Build Custom Report Query
  10. Transform Custom Query for Postgres
  11. Format Custom Query Results
  12. Execute Custom Report Query
  13. Build Custom Financial Summary
  14. Send Custom Report

52 steps in total.

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