Your personal accountant, managed by AI

You ask, AI answer.

PersonalAccountant centralizes receipt tracking by forwarding transaction emails from multiple accounts to one platform. It extracts key details, sends real-time notifications via Telegram, and lets users ask AI to look up receipts, generate summaries, or even provide daily financial reports, making personal accountant more efficient and automated.

Disclaimer: The whole project is written and optimized by ChatGPT. Feel free to create issue if any and I will ask them to resolve it.

Notification	Queries	Scheduled report

Application flow

Transaction emails will be forwarded to a "virtual" email address managed by Cloudflare Email Workers. These emails will then be processed by OpenAI's chat completion API to extract key information, such as the amount, currency, and description. After extracting the details, the workflow will:

1. Trigger a notification (currently set to send alerts via Telegram).
2. Upload the processed text to the vector database store on the OpenAI platform.

Since the data is stored in a personal vector database, you can make queries by sending a message to your Telegram bot. The bot will then call the Cloudflare worker using a Telegram webhook. These "on-demand" requests will be processed by the OpenAI Assistant.

Prerequisite

• A domain hosted on Cloudflare, and don't have any email related DNS records: https://developers.cloudflare.com/email-routing/get-started/enable-email-routing/
• A paid (tier 1 and up) OpenAI account so you can use their gpt-4o-mini model: https://platform.openai.com/docs/guides/rate-limits/usage-tiers
• A Telegram bot to receive notification and send the queries: https://core.telegram.org/bots/tutorial

Setup

To set up the project, follow these steps:

1. Install dependencies: Make sure you have Node.js installed, then run:

   bun install

2. Environment Configuration: Create a .env file in the project root and configure the environment variables as described in the table below.

3. Run the application:

   bun run start

   or for development:

   bun run dev

Environment Variables

The application requires the following environment variables:

Variable Name	Description	Required	Default
TELEGRAM_CHAT_ID	The chat ID where the Telegram bot will send messages.	Yes	-
TELEGRAM_BOT_TOKEN	Token for the Telegram bot.	Yes	-
TELEGRAM_BOT_SECRET_TOKEN	Secret token of the Telegram webhook (X-Telegram-Bot-Api-Secret-Token)	Yes	-
OPENAI_PROJECT_ID	OpenAI project identifier.	Yes	-
OPENAI_API_KEY	API key for accessing OpenAI services.	Yes	-
OPENAI_PROCESS_EMAIL_SYSTEM_PROMPT	System message to use for email processing in OpenAI.	Yes	-
OPENAI_PROCESS_EMAIL_USER_PROMPT	User prompt template for email processing.	Yes	-
OPENAI_ASSISTANT_SCHEDULED_PROMPT	User prompt for daily transaction summary	Yes	-
OPENAI_PROCESS_EMAIL_MODEL	The model used by OpenAI for email processing.	Yes	-
OPENAI_ASSISTANT_VECTORSTORE_ID	The vector store identifier for storing processed data in OpenAI.	Yes	-
OPENAI_ASSISTANT_ID	Assistant ID for OpenAI's thread execution.	Yes	-

TODO

• Whitelist email addresses.
• Notify to channel, group chat instead

Additional information

• Handling Email Data: The application uses PostalMime for parsing email data and extracts relevant details for further processing.
• Telegram Notifications: Messages are sent to a specified chat using the Telegraf library, and markdown formatting is used for message content.