💸 AI Financial Assistant for WhatsApp (GPT-4o-mini & Supabase)

📌 About this workflow and its creator
Hi! I’m Amanda, an expert in advanced automations with n8n and artificial intelligence. I create practical, powerful solutions designed to simplify your life and optimize your financial management. This workflow is the perfect blend of ease of use and cutting-edge technology, transforming your WhatsApp into a fully-featured smart financial assistant. 🚀✨

This ready-to-use workflow empowers your WhatsApp with intelligent financial management capabilities. Easily track income and expenses, set and monitor financial goals, receive insightful spending reports, and enjoy AI-powered automatic categorization using GPT-4o. Perfect for anyone seeking effortless and efficient control over their finances.

⚙️ Key Features

• 💬 Easy Tracking: Record expenses and income directly via WhatsApp (“Spent $50 on lunch”, “Received $3000 salary”)
• 📌 Financial Goals: Set clear objectives and monitor progress (“Save $2000 for a vacation”)
• 📊 Intelligent Reports: Automatic, detailed monthly spending analysis
• 🤖 Automatic Categorization: GPT-4o intelligently categorizes your transactions
• 🔔 Smart Reminders: Alerts for upcoming bills and goal deadlines
• 📅 Monthly Budgets: Control expenses with predefined budget limits

🔌 Built-in Integrations

• WhatsApp via Evolution API
• Supabase (secure, robust database)
• OpenAI GPT-4o-mini (advanced conversational AI)
• Webhook for real-time message handling

🛠️ Advanced Features

• Comprehensive spending dashboards by category
• Detailed transaction history and automatic backups
• Budget overspending and unusual spending alerts
• Easy onboarding process for new users
• Highly customizable with personalized categories and budgets tailored to your lifestyle

🔧 Setup Instructions

• Requires self-hosted or cloud-based n8n (with custom credentials)
• Pre-configured Supabase database (SQL script included)
• Step-by-step PDF guide included for quick and easy setup

📎 Technical Notes

• Workflow built using GPT-4o, n8n, Supabase, and Evolution API.
• Modular and easily extensible architecture.
• Compatible with n8n v1.0+ and Evolution API.

🚀 Ideal for

• Financial consultants, entrepreneurs, freelancers, and anyone aiming for organized, automated financial management.

🛍️ Ready to use now?
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☁️ Use n8n Cloud via my partner link