Wesley SwannFree AI templates / 15 workflows
Finance automation templates
Invoices, expenses, bookkeeping and finance reports handled with a person approving anything that pays out.
15 templates
AI-Powered RAG Workflow for Stock Earnings Analysis
Builds a financial analysis tool that reads company earnings documents stored in Pinecone and writes quarterly reports, aiding analysts and investors in reviewing results.
Automated Financial Tracker: Telegram Invoices to Notion with AI Reports
Reads invoices sent to a Telegram bot, logs expenses in Notion with Google Gemini, and produces summaries and reports for freelancers who dislike manual bookkeeping.
Automated Stock Analysis Reports with Technical & News Sentiment
Examines chosen stocks each week using price indicators and news mood through GPT-4o and emails a Hebrew right-to-left report to investors.
Build a Financial Documents Assistant with Qdrant and Mistral.ai
Keeps a Qdrant vector store in sync with local files by creating, updating, and deleting entries, powering a financial documents assistant with Mistral.ai.
Extract & Classify Invoices & Receipts with Gmail, OpenAI, Google Drive
Gathers invoices and receipts from Gmail and a Drive upload folder, then sorts and extracts their details with AI, helping freelancers and small business owners stay organized.
Extract & Organize Colombian Invoices with Gmail, GPT-4o & Google Workspace
Checks Gmail regularly for personal invoices issued in Colombia, extracts their data with GPT-4o, and files them in Drive and Sheets for individuals.
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