WhatsApp Expense Tracker: Text, Image & Audio Inputs
AI-powered WhatsApp bot for effortless expense tracking via natural language text, receipt images, and voice notes, with PostgreSQL storage and instant reports.
CashMate turns WhatsApp into a smart finance assistant that handles multi-input expense logging without apps or sign-ups. New users auto-register by sending 'Hi', creating a profile in your self-hosted PostgreSQL database. Every message is routed via AI intent classification into one of five branches: reports, natural-language transactions, receipt OCR, voice transcription, or general queries.
For transactions, describe expenses like 'Paid 200 to Mukesh for car repair'—AI extracts date, amount, category, and payee. Upload receipts for Gemini OCR to parse line items and auto-categorize. Voice notes are transcribed by Deepgram, then processed like text inputs. Request summaries like 'today's report' or 'May vs June' for instant income, expense, and balance insights directly in chat.
Ideal for freelancers, solopreneurs, small businesses, and busy professionals seeking zero-friction bookkeeping. Benefits include no app switching, privacy via self-hosted DB, elimination of manual entry, and on-demand analytics. Save hours weekly on tracking while gaining actionable financial overviews anytime.
New buyers can create an account from the cart to unlock a controlled $10 first-purchase credit on eligible orders of $25+.
Related bundle
Customer Support Automation Suite
8 hand-picked workflows for $39.00.
That is $4.88 each, vs $24.99 for this one alone.
View bundleSecure checkout powered by Stripe
Support
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
Related Customer Support workflows
- Automate Multilingual Customer Support with AI Voice Agent and Calendar Integration$9.99
- Automate Multichannel Customer Support with AI in Chatwoot$9.99
- Automate Customer Support on WhatsApp Using Google Docs and AI$9.99
- Automate Daily Jira Ticket Summaries with AI and Email Delivery$14.99
- Automate Facebook Comment Responses with AI and Notion Integration$14.99
- AI Customer Support Assistant: WhatsApp Ready, Works for Any Business$9.99
More from Timo Salim
Need this deployed? We'll set it up for you.
Our automation experts deploy this workflow in your stack, connect your accounts, and verify it works — or build a custom solution from scratch.