Finance OS: All-in-One Personal Finance Tracker
Personal financial management with an AI assistant
An all-in-one financial dashboard for tracking accounts, income, expenses, and net worth. Features a custom AI agent to help interpret your numbers and navigate your financial data.
Invest OS: Investing Notion Template
Managing investment portfolios with automation
An AI-powered portfolio manager that provides live stock and crypto prices. Leverages Make.com to automate data updates and track investment opportunities.
n8n Personal Finance Automation Bundle
Automating budget tracking and analysis
Six n8n workflows for self-hosting with Actual Budget. Automates AI transaction categorization, envelope auto-funding, and sends weekly briefings via Telegram.
Ledgr: Self-Hostable Personal Finance App
A private, AI-powered financial command center
A self-hosted app that syncs with over 12,000 banks, auto-categorizes transactions with AI, and provides a built-in MCP server to chat with your finances via natural language.
Financial Report Executive Summary - AI Variance Agent
Automating monthly financial reporting
An AI-powered template that drafts a monthly financial one-pager from QuickBooks or NetSuite data, complete with revenue, margin, cash position, and budget variance analysis.