About

I'm looking for a skilled automation expert to help build FAIA (Financial AI Assistant) — a clean, structured automation system that organises business finances using Zapier, Google Sheets, and OpenAI. No tax work. No legal work. No access to real accounts. Just smart automation and tidy dashboards. 🧠 What FAIA Does (High-Level) FAIA is NOT an accounting platform. It’s a lightweight automation layer that improves the way financial information flows through my business. The system will: 📥 Auto-log income + spending 🏷 Categorise transactions 🎯 Apply Profit First–style allocations 🔢 Generate simple forecasts 📈 Produce weekly/monthly summaries 🤖 Use OpenAI to generate financial insights 🗂 Prepare clean reports for my accountant Everything is done with dummy/sample data — not real accounts. 🚀 Zaps Required (Approx. 10–14 Total) To make this easy, here are the exact Zaps involved: Core Zaps 1️⃣ Bank → Income Log (dummy data) 2️⃣ Bank → Outgoings Log 3️⃣ Auto-categorisation flow 4️⃣ Profit First “trigger” Zap 5️⃣ Profit First calculation Zap 6️⃣ Nightly/weekly cashflow update 7️⃣ Debt Log updater (dummy data) 8️⃣ AI-powered Debt Priority Zap 9️⃣ AI Safe Spending Summary 🔟 Monthly Closing Report Zap 1️⃣ Year-End Pack generator (1–2 Zaps) 2️⃣ Alerts/Warnings Zap 3️⃣ Optional: Voice/text command Zap A solid automation engineer will recognise all of these instantly. 🔧 Tools You Must Be Confident With 🔵 Zapier (expert level) 🟡 Google Sheets formulas + logic 🤖 OpenAI / GPT actions 🔗 Webhooks (bonus) 🔍 Debugging multi-step Zaps 🔒 Privacy Rules (Very Important) To protect confidential data: ❗ You will work ONLY with dummy numbers ❗ You will NOT get access to live bank accounts ❗ You will NOT see real financial information ✔ You will receive a pre-built Master Sheet ✔ You will receive sample transactions Your job is to build STRUCTURE. I will later replace the dummy data. 📁 What’s Already Prepared To Make Your Job Easier ✔ FAIA Master Google Sheet (all tabs created) ✔ All required spreadsheet headers ✔ AI prompts + logic ready to integrate ✔ Clean system architecture ✔ Clear Zap list (above) ✔ Dummy data prepared This significantly reduces your build time. 💬 What I’m Looking For Great communicator Organised Doesn’t overcomplicate the job Strong Zapier + GPT logic Experience with finance-style automations Reliable delivery Understands milestone-based work