Generate comprehensive financial reports with GPT-4 analysis and anomaly detection
Schedule Trigger
Bank Transactions
Investment Transactions
Accounting Data
Bank
Investment
Accounting
Merge
Raw Data Storage
googleSheets
Retrieve Raw Data
googleSheets
Loop Over Items
noOp
Transaction Categorizer
openai
Anomaly Detector/Red Flag Identifier
openai
Consolidate AI Output & Prepare for Storage
Clean & Categorized Data Storage
googleSheets
Retrieve Clean Data for Analysis
googleSheets
Aggregate Data for Overall Analysis
Spending Pattern Analyst
openai
Investment Performance Insight
openai
Overall Financial Health Assessor & Recommendations
openai
Consolidate All AI Insights
Create Financial Report
googleDocs
Check for Anomalies to Trigger Alert
Anomaly Alert
slack
Send Final Report
gmail
Summary Notification
slack
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