Create your personal financial assistant with Zapier Agents

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The Rundown: Learn how to create a powerful financial AI agent that automatically extracts information from invoices added to Google Drive, categorizes your expenses, and organizes everything in a Google Sheet for easy financial tracking.

🧰 Who is this useful for:

Finance professionals needing to streamline expense tracking
Small business owners managing multiple vendor invoices
Freelancers tracking business expenses for tax purposes
Students learning financial management automation techniques

STEP 1: Setting Up Your Zapier Agent Account

First, you'll need to get access to Zapier Agents and set up your account properly.

Visit agents.zapier.comand log in with your credentials. If...

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