Finance & Accountingfree

Turn Financial Statements and News into Weekly AI Equity Research Reports

by Rahul JoshiUpdated Aug 2026

Requires

Google SheetsOpenAI

Gmail

1/5

STEPS · 30

Runs on a schedule

On a schedule, gathers financial statements and news, generates an AI equity research report as PDF, and emails it via Gmail.

Finance Monthly Report with AI Insight

On a monthly schedule, reads financial data from Google Sheets, generates insights with OpenAI, and emails the report via Gmail.

On a Telegram message, an AI agent extracts expense details and records them in Google Sheets.

On a schedule, merges transaction sources and scores fraud with an OpenAI agent, recording to Postgres and alerting via Slack and Gmail.