WhatsApp expense tracker with multi-input (text, image & audio)
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 52 nodes and runs on WhatsApp events. Along the way it connects WhatsApp Business Cloud, Postgres and OpenAI Chat Model.
How it runs
Trigger: On WhatsApp events.
- Check Message Type (If): checks a condition and branches into true / false
- Fetch User Profile from Postgres (Postgres): uses Postgres
- Check user Exists or not (If): checks a condition and branches into true / false
- Create New User (Postgres): uses Postgres
- Message Intent Classifier (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (Date and time)
- Route by Intent (Switch): routes items into branches
- Build Custom Report Query (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (Date and time)
- Parse & Validate Transaction (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (Date and time); output parser: Structured Output Parser
- Create Image Download link (WhatsApp Business Cloud): uses WhatsApp Business Cloud
- Create Audio Download link (WhatsApp Business Cloud): uses WhatsApp Business Cloud
…plus 21 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in Message Intent Classifier (v1.9), Parse & Validate Transaction (v1.9), Build Custom Report Query (v1.9)…: replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) Message Intent Classifier (v1.9), Parse & Validate Transaction (v1.9), Build Custom Report Query (v1.9), Build Custom Financial Summary (v1.9), simple conversation (v1.9), Build Confirmation Message1 (v1.9), Parse & Validate Transaction (Receipts & Bills) (v1.9), Parse & Validate Transaction(Audio Transcribe) (v1.9) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (15)
- Code Tool
@n8n/n8n-nodes-langchain.toolCode - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Calculator
@n8n/n8n-nodes-langchain.toolCalculator - Convert to File
n8n-nodes-base.convertToFile - WhatsApp Business Cloud
n8n-nodes-base.whatsApp - AI Agent
@n8n/n8n-nodes-langchain.agent - Switch
n8n-nodes-base.switch - Code
n8n-nodes-base.code - Postgres
n8n-nodes-base.postgres - Extract from File
n8n-nodes-base.extractFromFile - WhatsApp Trigger
n8n-nodes-base.whatsAppTrigger - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - If
n8n-nodes-base.if - HTTP Request
n8n-nodes-base.httpRequest - Split Out
n8n-nodes-base.splitOut
From the author
Description CashMate – Your AI-Powered WhatsApp Finance Agent Turn WhatsApp into a smart finance assistant that auto-registers you, logs transactions in natural language, extracts data from receipts and voice notes, and delivers instant report summaries—no…