AI-Powered Smart Money Manager for Telegram
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Automate your personal finance management directly from Telegram. This powerful n8n workflow leverages AI, OCR, and Large Language Models to intelligently categorize income and expenses, parse receipts and PDFs, and provide a seamless budgeting experience.
About This Workflow
Transform your financial tracking with this 'Smart Money Manager' workflow. Integrated with Telegram, it allows you to log transactions, upload receipts (images or PDFs), and even record voice notes for automated processing. Utilizing Google Vision OCR for text extraction, LlamaIndex for robust PDF parsing, and advanced LLMs (OpenAI, OpenRouter) with Langchain for intelligent categorization and data structuring, this workflow turns unstructured financial data into actionable insights. Redis is used for persistent storage, ensuring your financial records are always at your fingertips. Say goodbye to manual data entry and embrace smart, AI-driven financial control.
Key Features
- Telegram Integration: Interact with your money manager directly through a familiar chat interface.
- AI-Powered Categorization: Automatically categorize income and expenses using advanced Large Language Models.
- OCR for Receipts: Extract data from physical receipts or images using Google Vision OCR.
- Smart PDF Parsing: Upload and process financial statements or invoices from PDFs using LlamaIndex for comprehensive data extraction.
- Voice Note Support: Log transactions by simply speaking, with AI transcribing and processing your input.
- Persistent Data Storage: Securely store your financial records and transaction types using Redis.
How To Use
- Set up Telegram Trigger: Configure the 'Telegram Trigger' node with your bot token and webhook URL to start receiving messages.
- Configure Redis: Connect the 'Redis' nodes to your Redis instance for storing income, expenses, and transaction types.
- Integrate Google Vision OCR: Provide API credentials for the 'Google Vision OCR' HTTP Request node to enable image-to-text conversion.
- Connect LlamaIndex: Set up the 'Upload PDF to LlamaIndex' and related HTTP Request nodes with your LlamaIndex API key for PDF processing.
- Configure LLM Providers: Provide API keys for the 'OpenAI' and 'OpenRouter Chat Model' nodes to power AI categorization and natural language understanding.
- Customize AI Categorizer: Adjust the 'AI Categorizer' and 'Structured Output Parser' Langchain nodes to define your desired financial categories and output schema.
- Deploy and Monitor: Activate the workflow and test it by sending various inputs (text, images, PDFs, voice notes) to your Telegram bot.
Apps Used
Workflow JSON
{
"id": "1ec8fbb9-589b-4a27-ad4f-671d585f07e0",
"name": "AI-Powered Smart Money Manager for Telegram",
"nodes": 13,
"category": "Personal",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 1ec8fbb9-589b...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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