Turn email invoices into a live financial dashboard
One practitioner notes that the workflow watches Gmail for incoming invoice emails, then uses AI to classify each one as an expense or income and extract fields covering supplier, amount, date, description, and category. It writes the structured data into Google Sheets, where the sheet itself powers a live dashboard showing totals, net profit, and category breakdowns; the Reddit post does not describe a manual review step. The stated result is a real-time finance dashboard tracking total income, total expenses, net profit, and spending by category.
- Agent or tool
- n8n
- Topic
- Email & Inbox
- Reported on
- Added
- 2026-10-15
Why it matters
Email is where a lot of admin quietly piles up. An agent that can read, sort, draft and follow up turns an inbox from a to-do list into something closer to a summary. It is one of 106 sightings filed under Email & Inbox on Agent Sightings (number 73 by interest), and one of 36 involving n8n.
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into n8n or any similar agent and adjust the details to your situation.
Go through my mail for this goal: turn email invoices into a live financial dashboard. Propose labels, drafts, and unsubscribes as a checklist; change nothing until I approve.
Tip: Start with read-only access or 'draft, don't send', and check a few drafts before trusting it to send anything.
Source
Read the original first-hand account on Reddit: https://www.reddit.com/r/n8n/comments/1o27rk5/i_built_an_ai_accountant_in_n8n_t…. Our summary is a paraphrase; details are in the source.