WorkflowCrate
IntermediateProfessionalFinance & AccountingEmail trigger8 nodes

Categorize receipts with PostgreSQL and Twilio with instant alerts

Intermediate Finance & Accounting workflow for Finance & Banking

Categorize receipts with PostgreSQL and Twilio with instant alerts. An original, ready-to-import n8n workflow built around the 'Expense Tracking' pattern for finance & banking. It triggers on new email and orchestrates 7 nodes across PostgreSQL, Twilio. It uses n8n's LangChain AI nodes (Agent/Chain + chat model). Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. What used to take a morning now runs on its own.

Key benefits

  • Has retries and error handling built in
  • Standardizes the process every time
  • Saves hours of manual work each week
  • Keeps your systems in sync

Use cases

  • Teams that want to expense tracking without manual effort
  • Anyone automating reconciliation in finance
  • Replacing a fragile manual process with a reliable workflow

Integrations

PostgreSQLTwilioGoogle Gemini

What's inside (8 nodes)

A look at the node types this workflow uses. No purchase required — full parameters and credentials are yours after you buy.

Email Read ImapInformation ExtractorLm Chat Google GeminiPostgresSetSticky NoteTwilio
Original n8n workflow template created and owned by WorkflowCrate. After purchase you receive the ready-to-import JSON file and a license to use and adapt it in your own projects.