Automate financial transaction processing in WhatsApp…

This workflow automates the capture, parsing, and logging of financial data via WhatsApp using AI agents and PostgreSQL. Users can send receipts, voice notes, or text messages — the system extracts transaction details, validates them, stores in a database, and generates custom reports directly in the chat. Designed for professionals managing personal or business finances through messaging.

## Who it´s for
- Finance assistants using WhatsApp to collect expense data
- Small businesses tracking finances via chat
- Individual investors monitoring real-time transactions
- Accountants automating data entry from receipts
- Owners of Telegram/WhatsApp bots for personal finance management

## What the automation does
- Processes incoming WhatsApp messages: text, receipt images, and voice notes
- Classifies intent (new transaction, report request, user registration)
- Extracts text from images using Google Gemini API
- Transcribes audio with Deepgram speech-to-text
- Uses LangChain agents to parse, validate, and classify transactions
- Stores validated data in PostgreSQL
- Generates custom financial reports on demand and sends them back in chat

## What´s included
- Ready-to-use n8n workflow
- Trigger and handler logic for media and text inputs
- Integrations with WhatsApp, Google Gemini API, Deepgram, and PostgreSQL
- Basic written instructions for deployment and adaptation

## Requirements for setup
- n8n instance with access to HTTP nodes and external APIs
- WhatsApp number with API access (e.g., via Twilio or self-hosted gateway)
- API keys for Google Gemini and Deepgram
- PostgreSQL database access (host, port, DB name, credentials)

## Benefits and outcomes
- Eliminates manual data entry completely
- Accelerates expense tracking and reporting
- Reduces errors in data extraction
- Enables finance tracking within a familiar chat interface
- Centralizes transaction storage in a structured database
- Supports flexible, AI-driven report generation

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via в чате.