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futureagent

Accounting and financeAutomation

Household budget

Drop your bank statement (CSV or PDF) into Google Drive; the agent categorizes each expense, compares it with your budget and the previous month, and sends you a simple summary with three ways to save.

Use this template

€3 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

On the 3rd of each month at 10 am

  1. 1Read. This month's statement.
  2. 2Categorize. Each expense in its category.
  3. 3Compare. Budget and previous month.
  4. 4Advise. Three ways to save.

Sample deliverable

October: €2,640 spent (budget €2,500)

  • Groceries: €612 (+9%). Restaurants: €238 (+64%).
  • 3 subscriptions to review: 2 streaming platforms and an unused fitness app (€31 a month).
  • Excel: Expenses by category
  • Message: Monthly summary

Connectors

  • Google DriveGoogle Drive: read the statement you dropped in

Already set up for you

Categories
Housing, groceries, transport, leisure, subscriptions, health

What you'll be asked

  • Which Drive folder do you drop your statements into?
  • Which email address should we send the result to?

Who it's for

About 1 run a month, standard business logic and 7 actions per run (generated files, calculations): Micro tier.

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