Automate
the invisible
work.

Finance · Banking

Automated budget monitoring & alerting.

BudgetFlow connects to your Canadian bank accounts and credit cards (TD, RBC, Visa, Amex) via secure banking APIs to automatically track every transaction. A Claude-powered budget analysis model categorises your spending, identifies savings potential, and runs a debt planner using strategies like the avalanche method. The result is a live financial dashboard showing your income, expenditure, total debt, projected break-even point, and a personalised debt-free date — delivered to your inbox, push notifications, or Slack on a daily schedule.

Finance · Banking

Investment tips orchestration for social media.

InvestorFlow crawls Bloomberg, Reuters, MarketWatch, Seeking Alpha, Financial Post, and Motley Fool daily — aggregating financial signals into a Claude-powered market analysis engine that generates automated buy, sell, and hold recommendations. Built-in compliance nodes enforce Canadian regulatory constraints and configurable trading restriction windows. The flow then hands recommendations to a content writer AI, generates social media posts via Runway and DALL-E, and publishes automatically to YouTube, Instagram, Facebook, Twitter, and LinkedIn — all without manual intervention.

AI trading

AI trader orchestration for portfolio management.

TradeFlow is a live AI trading agent connected to real broker accounts — executing trades automatically when the NYSE opens. It runs technical and fundamental analysis every five minutes using the same signal engine as InvestorFlow, combined with a risk profiler, half-Kelly position sizer, and a stop-target manager. All activity is logged to a trade journal and visualised in a performance dashboard. In live testing, the flow achieved a 5.95% total return and a positive win rate within weeks of deployment — with AI-suggested buy, hold, and sell signals available for manual confirmation or fully automated execution.

Email · Messaging · Calendar

End-to-end appointment orchestration.

AppointmentFlow is a 24/7 appointment-sniping agent built for BC, Canada — continuously monitoring ICBC road tests, Passport Canada, and MSP health card portals for earlier availability. Users set their preferred location, time window, and deadline through a clean front-end app; the agent polls in the background and snaps the first suitable slot it finds. In a live demo, it secured a Class 5 road test in Vancouver on April 22nd — saving 81 days off a July booking — after running for four hours. Successful bookings trigger an instant email and calendar invite. Envisioned as a one-time payment model per appointment secured.

Bookkeeping

End-to-end invoice processing.

InvoiceFlow automates accounts payable for a local construction company — scanning the email inbox for incoming invoices from sub-trades, running duplicate checks, and routing each invoice through an approval gate. Payments below a set threshold are auto-approved; larger amounts are flagged for manual review. A cash flow check warns if account funds run low, and a payment scheduler triggers each transfer exactly two days before the due date — with due dates parsed automatically by Claude. All payments sync to QuickBooks and trigger confirmation notifications across channels.

Slack

Slack processing orchestration for TODO lists.

SlackFlow uses Claude as a continuous thread-context reader across your Slack workspace — extracting action items, deadlines, and implicit commitments from conversations without any manual tagging. Each item is deduplicated, merged, and priority-scored before landing in a shared task store. A reminder engine fires two days ahead of any upcoming deadline, results are posted to a dedicated Slack channel, and a daily digest email keeps the whole team aligned. In the live demo, the flow surfaced a pending legal NDA due end-of-week and a customer success report due for an upcoming all-hands — both pulled automatically from unstructured Slack threads.