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This repository enables traders/investors to spot undervalued stocks automatically in the market efficiently to help them maximise their profits.
Docker MCP server connecting Claude Desktop/LibreChat/LobeChat to Actual Budget for natural-language budgeting, transaction management, and financial insights.
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.
Stock Scoring – Implements a scoring system for stocks to determine buy/sell signals based on predefined criteria. 🚀📈
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.
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.
Bank Reconciliation Workflow using Abstra AI to match expenses + Inter, Clara, Brex, Santander Bank APIs to get expenses + Slack Notifications.
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.
An OpenAI-Agent-based automation that reconciles bank transactions to the general ledger, generates journal entries, and updates live dashboards via Google Sheets.
Template for a purchase workflow with input, multiple approvals and database connection.
An AI-powered CFO assistant automating short-term cash forecasting, visualisation, and reporting. Built with Zapier AI Agents, ChatGPT, Google Workspace, Slack, and Notion.
Automated macOS tool to sync Trade Republic transactions to Google Drive (CSV) with smart deduplication and backups.
Comprehensive Excel-based personal finance management system with automated expense tracking, budget analysis, and wealth visualization
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.
Credit card reconciliation workflow with AI-powered document validation + Slack and Starkbank integrations.
n8n clickup quickbooks invoice-automation sales-automation slack google-sheets finance-automation billing deduplication workflow-automation trilles-ai reprise-ai
FinWorkOptimizer is a modular C++17+ REST platform integrating Finance, Workday, CRM & Oracle Fusion-style workflows. Automates payroll, expenses, invoicing, budgeting, forecasting, and GL exports. Secure API, ready for enterprise deployment, scalable for business growth.
Automate accounting from invoices in Gmail, using Apps Script, Google Sheets and optionally BigQuery.
RPA workflow using UiPath to automate invoice data extraction and reporting, reducing manual processing time and enabling finance managers to focus on strategic tasks.
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