Module 1 · Finance Operations · Available Now

Stop entering receipts by hand. Let the system do it.

The Finance Operations module automates your full receipt-to-ledger pipeline — from the moment a receipt lands in your inbox through to a categorised, reviewed entry in your financial records. No manual data entry. No duplicate slipping through. No chasing approvals.

11–19 hrs
Recovered per week from financial admin
2.5–4 hrs
To self-deploy following the setup guide
SGD 40–73
Total monthly infrastructure cost
What's included

Everything you need to go live.

What it automates
  • ✓ Monitors a dedicated finance inbox for incoming receipts and invoices
  • ✓ Validates sender against an authorised whitelist — unknown senders routed for approval
  • ✓ Reads any receipt format (JPG, PNG, PDF, scanned or digital) using Claude AI vision
  • ✓ Extracts vendor, date, amount, GST, payment method, and category automatically
  • ✓ Detects duplicate submissions before they are recorded
  • ✓ Routes low-confidence extractions for human review via email reply
  • ✓ Writes approved transactions to a Google Sheets ledger with full data fields
  • ✓ Archives all receipts to Google Drive organised by month
  • ✓ Maintains a vendor knowledge base that improves accuracy over time
Included in the free template
  • ✓ 2 n8n workflow templates — Finance Intake and Finance Reply Handler
  • ✓ Google Sheets template — 10 tabs including Transactions, Vendor KB, Chart of Accounts, Pending Actions
  • ✓ Step-by-step setup guide covering n8n, Google OAuth2, SMTP/IMAP, and Anthropic API
  • ✓ Pre-written email templates — all notifications, approvals, and confirmations
  • ✓ Singapore Chart of Accounts — 13 expense codes, GST-ready
  • ✓ 12-step end-to-end testing checklist covering all workflow branches
Prerequisites n8n (self-hosted) · Google Workspace or personal Google account · Anthropic Claude API key · Domain email with IMAP/SMTP
Download Free Template — Finance Operations
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Free, complete, no commitment. You'll also receive a short onboarding sequence.

Tiers

Start free. Upgrade when you're ready.

The Community template is complete — not a limited trial. Growth adds automation upgrades and deeper intelligence on top of a working foundation.

Free — Community
Finance Intake + Reply Handler
The full receipt-to-ledger pipeline. Reads any receipt format, extracts all fields, routes approvals, writes to your Sheets ledger, archives to Drive. Everything needed to eliminate manual data entry.
  • ✓ FIN-01-INTAKE workflow
  • ✓ FIN-04-REPLY workflow
  • ✓ Google Sheets template (10 tabs)
  • ✓ Full setup documentation
  • ✓ Singapore Chart of Accounts
  • ✓ 12-step testing checklist
Growth — SGD 49/month
Everything above + 4 advanced workflows
Adds automated vendor KB audits, daily escalation alerts for overdue approvals, revenue sync from your sales platform, and full invoicing automation — generate, send, track, and chase.
  • ✓ FIN-03 — Finance Knowledge Review (monthly AI audit)
  • ✓ FIN-05 — Timeout Monitor (daily escalation alerts)
  • ✓ FIN-06 — Revenue Sync (automatic income logging)
  • ✓ FIN-07 — Invoicing & Billing (4 sub-workflows)
  • ✓ Monthly workflow updates + bug fixes
  • ✓ Priority email support (48-hr response)

Not sure where to start?

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