finance-automation

This repository enables traders/investors to spot undervalued stocks automatically in the market efficiently to help them maximise their profits.

Talk to your self-hosted Actual Budget from any MCP client: a remote HTTP server for LibreChat/LobeChat or a local stdio process for Claude Desktop, with 71 tools for transactions, budgets, rules, and bank sync. No Docker needed for local use.

Fifty runnable Python systems for finance & tax — month-end close, cash & debt reconciliation, partnership 1065/§704(c), tax workpaper build & carry-down, cross-border surplus & ACB, read-only validation, Triangulate multi-agent AI review, and a knowledge brain. Human-gated, fictional data, 495,064 tests, CI-backed, MIT.

An intelligent automation system that orchestrates complex month-end close processes using OpenAI GPT-4o, eliminating manual coordination and saving 3+ hours per close cycle. Features AI email parsing, automated bank reconciliation, and executive report generation across Airtable, Gmail, Google Sheets, and Slack.

Open-source invoice-to-pay agent for AP automation: OCR/VLM extraction, 3-way matching, approvals, fraud checks, ERP mock posting, evals, and audit logs.

Accounts-payable agent: LLM extraction of messy invoices + deterministic 3-way match (invoice/PO/receipt) + human-in-the-loop review, with a safety gate that no bad invoice is ever auto-approved. Fully offline.

Stock Scoring – Implements a scoring system for stocks to determine buy/sell signals based on predefined criteria. 🚀📈

Bank Reconciliation Workflow using Abstra AI to match expenses + Inter, Clara, Brex, Santander Bank APIs to get expenses + Slack Notifications.

Bot pencatatan keuangan pribadi berbasis n8n dan AI. Otomatisasi input pengeluaran via Telegram dan OCR struk belanja (Gemini), lalu simpan ke Google Sheets. Termasuk fitur laporan harian, mingguan, dan bulanan. Cocok untuk pemula yang ingin mengelola keuangan tanpa coding rumit.

A 5-level intelligent matching engine in n8n that reconciles invoices between government tax systems and ERP platforms — automatically.

Automated Board Pack generator using Make, Google Sheets, OpenAI and Notion. Pulls monthly actuals, converts them into structured JSON, generates MD&A commentary, stores results in Notion, and posts updates to Slack. Fully reusable for multi-company CFO workflows.

Comprehensive Excel-based personal finance management system with automated expense tracking, budget analysis, and wealth visualization

Stateset is a Distributed Commerce Network

AI-powered invoice processing automation using OpenAI GPT-4o, Make.com, and multi-platform integrations. Extracts invoice data, routes approvals, and logs to Google Sheets with Slack notifications.

n8n workflows for SMB finance teams, fractional CFOs, accounting firms, and e-commerce finance ops. Built by an ACA-credentialed accountant.

A practical FP&A operating cockpit for management reporting, month-end close, variance analysis, scenarios, and finance transformation.

Zapier AI Agent that produces a monthly Revenue vs Budget pack from Google Sheets data, writes a Notion log, creates a Google Slides deck, exports to PowerPoint (.pptx), and posts a summary in Slack.

An OpenAI-Agent-based automation that reconciles bank transactions to the general ledger, generates journal entries, and updates live dashboards via Google Sheets.

AI powered Credit Operations Platform that automates receivables, collections, risk scoring, and revenue recovery workflows.

A smart, AI-powered Receivables Agent that automates AR (accounts receivable) chasers — reading invoice data from Google Sheets, drafting polite-but-firm reminder emails, posting a summary to Slack, and updating the sheet status - all through Zapier AI Agents and the OpenAI API.