Financial Automation

AI managing your money -- Stripe integration, revenue dashboards, and automated bookkeeping.

Money is the heartbeat of a business. An AI that monitors revenue, generates invoices, tracks expenses, and alerts you to financial anomalies transforms your financial operations from reactive to proactive.

What you'll learn

Stripe integration: accepting payments and monitoring revenue
Building real-time revenue dashboards from transaction data
Automated invoice generation and payment tracking
Financial alerts: anomaly detection and cash flow monitoring

Architecture

The Financial Agent Stack

Payment processing (Stripe). Accept payments, manage subscriptions, handle refunds. Stripe's API is comprehensive -- your AI can read transaction history, create invoices, and monitor payment status programmatically.

Data aggregation. Pull transaction data from Stripe, bank APIs, and accounting tools. Normalize into a single format. Store in your brain for historical analysis and trend detection.

Reporting. Generate daily, weekly, and monthly financial summaries. Revenue by product, by customer, by time period. Expense tracking. Profit margins. All calculated from your own data on your own hardware.

Alerts. Real-time monitoring for financial anomalies: failed payments, unusual refund patterns, revenue drops, large transactions. The AI notices problems before you do.

Implementation

Stripe Integration

Stripe's API lets your AI interact with your payment infrastructure programmatically:

// Install: npm install stripe
import Stripe from 'stripe';

// Initialize with your secret key (from environment variable)
const stripe = new Stripe(process.env.STRIPE_SECRET_KEY);

// Get recent transactions
async function getRecentRevenue(days = 30) {
  const since = Math.floor(Date.now() / 1000) - (days * 86400);
  const charges = await stripe.charges.list({
    created: { gte: since },
    limit: 100
  });

  const revenue = charges.data
    .filter(c => c.status === 'succeeded')
    .reduce((sum, c) => sum + c.amount, 0);

  return {
    total: (revenue / 100).toFixed(2),  // Convert cents to dollars
    count: charges.data.length,
    period: `Last ${days} days`
  };
}

// Create an invoice
async function createInvoice(customerEmail, items) {
  // Find or create the customer
  let customer = (await stripe.customers.list({ email: customerEmail })).data[0];
  if (!customer) {
    customer = await stripe.customers.create({ email: customerEmail });
  }

  // Create invoice items
  for (const item of items) {
    await stripe.invoiceItems.create({
      customer: customer.id,
      amount: item.amount * 100,   // Convert dollars to cents
      description: item.description,
      currency: 'usd'
    });
  }

  // Create and send the invoice
  const invoice = await stripe.invoices.create({
    customer: customer.id,
    auto_advance: true,            // Auto-finalize
    collection_method: 'send_invoice',
    days_until_due: 30
  });

  await stripe.invoices.sendInvoice(invoice.id);
  return invoice;
}

Strategy

Revenue Dashboard

Your AI builds a revenue dashboard by aggregating Stripe data and storing summaries in the brain:

// Daily revenue summary -- runs via cron or agent loop
async function dailyRevenueSummary() {
  const today = await getRecentRevenue(1);
  const week = await getRecentRevenue(7);
  const month = await getRecentRevenue(30);

  const summary = {
    date: new Date().toISOString().split('T')[0],
    today: today.total,
    week: week.total,
    month: month.total,
    transactions_today: today.count
  };

  // Write to brain for historical tracking
  brain.write(
    `finance.revenue.${summary.date}`,
    JSON.stringify(summary),
    'finance'
  );

  // Check for anomalies
  const yesterdayKey = `finance.revenue.${getYesterday()}`;
  const yesterday = JSON.parse(brain.read(yesterdayKey) || '{}');

  if (yesterday.today && parseFloat(today.total) < parseFloat(yesterday.today) * 0.5) {
    // Revenue dropped by more than 50% -- alert
    await sendAlert(`Revenue alert: Today $${today.total} vs yesterday $${yesterday.today}`);
  }

  return summary;
}

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