Seu Assistente Financeiro — WhatsApp-First AI Financial Tracker
A revolution in financial management starting directly from WhatsApp using n8n orchestration.
"Seu Assistente Financeiro" allows users to register expenses via audio, text, or photo instantly. The entire backend logic—from user registration and onboarding to the intelligent agent that classifies transactions—is built 100% on n8n.
The friction-free interface: Chat directly on WhatsApp to track expenses.
Context & Problem
Managing personal finances is often tedious. Apps require manual entry, buttons, and navigating complex menus. Users need a frictionless way to track spending the moment it happens, without leaving the app they use most: WhatsApp.
The Core: n8n Architecture
The heart of this system is not a traditional coded server, but a complex mesh of **n8n workflows**. Every interaction—onboarding a new user, processing a voice note, or analyzing an image of a receipt—is verified and executed by an n8n agent.
Visualizing the Logic: The actual n8n workflow handling multimodal inputs and user session state.
User Verification & Payment Logic
We treat user data and payments with bank-grade seriousness. The system is integrated with a payment gateway entirely via n8n webhooks to automate the full subscription lifecycle.
Automated Payment Processing
When a user subscribes, the payment gateway triggers an n8n webhook. The workflow instantly verifies the payment signature, provisions the user account in Supabase, and sends a "Welcome" message on WhatsApp to start the onboarding.
Identity & Session Security
Every incoming message is authenticated against Supabase RLS (Row Level Security) policies. The n8n agent confirms the user's phone number matches an active subscription before processing any financial data.
System Capabilities
- Audio Processing:Users send voice notes ("Spent 50 bucks on sushi"). The n8n agent transcribes (Whisper) and extracts structured data.
- Receipt Analysis:Users snap a photo of a receipt. Vision AI extracts the total amount, date, and category automatically.
- Intelligent Onboarding:The entire signup flow is conversational. The n8n agent guides new users through account creation entirely within WhatsApp.
The Dashboard
While input happens on WhatsApp, holistic analysis happens on the web. Users get a dedicated dashboard to visualize spending habits, set budgets, and export reports.
Comprehensive analytics view for desktop users.
Tech Stack
n8n
The brain of the operation. Orchestrates all logic, integrations, and AI processing.
WhatsApp Business API
The primary user interface. Zero friction, always accessible.
OpenAI (GPT-4o)
Powers the understanding of unstructured audio, text, and images.
Supabase/Postgres
Securely stores user profiles, transaction history, and analytical data.
Payment Gateway (Webhook)
Real-time subscription status updates handled via n8n automation.
"This assistant proves that complex logic doesn't strictly need code. With n8n, we built a robust, AI-driven financial platform that feels like magic to the end user."