Automation library · Money admin

Reconcile expenses and optimize tax deductions with OpenAI

Started by a clock, and works across Gmail. It hands the judgement calls to OpenAI. 18 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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18 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 9Logic 4Service 4

The steps in the order they run, from what starts it.

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2OpenAI Model - Receipt MatchingLm Chat Open AiModel
  3. 3Structured Output - Receipt MatchingOutput Parser StructuredModel
  4. 4OpenAI Model - Deduction ExtractionLm Chat Open AiModel
  5. 5Structured Output - Deduction ExtractionOutput Parser StructuredModel
  6. 6OpenAI Model - Report GenerationLm Chat Open AiModel
  7. 7Structured Output - Report GenerationOutput Parser StructuredModel
  8. 8Workflow ConfigurationSetLogic
  9. 9Receipt Matching AgentAgentModel
  10. 10Deduction Category Extraction AgentAgentModel
  11. 11Report Generation AgentAgentModel
  12. 12Fetch Expense ReceiptsHttp RequestService
  13. 13Fetch Revenue DataHttp RequestService
  14. 14Calculate Tax DeductionsCodeLogic
  15. 15Prepare Final PacketSetLogic
  16. 16Extract Receipt DataExtract From FileService
  17. 17Merge Receipt and Revenue DataMergeLogic
  18. 18Send to Tax AgentGmailService

How it's built

Starts on
A clock
Steps
18
Size
Medium: a working afternoon
Connects to
Gmail
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 18 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 18 steps before you point it at anything that matters.