{"product_id":"n8n-finance-chatbot-answer-xero-questions-via-whatsapp-telegram","title":"n8n Finance Chatbot: Answer Xero Questions via WhatsApp \u0026 Telegram","description":"\u003ch3\u003eAsk Xero finance questions in chat—get validated answers via WhatsApp or Telegram\u003c\/h3\u003e\n\u003cp\u003eThis \u003cstrong\u003en8n Finance Chatbot\u003c\/strong\u003e workflow turns incoming questions from \u003cstrong\u003eWhatsApp (WAHA)\u003c\/strong\u003e and \u003cstrong\u003eTelegram\u003c\/strong\u003e into concise, number-checked replies pulled from \u003cstrong\u003eXero\u003c\/strong\u003e. It uses \u003cstrong\u003eOpenAI\u003c\/strong\u003e to interpret intent and generate a response, optionally shares updates to \u003cstrong\u003eSlack\u003c\/strong\u003e, and keeps conversation state in an \u003cstrong\u003en8n Data Table\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives messages\u003c\/strong\u003e from WhatsApp via a \u003cstrong\u003eWAHA webhook\u003c\/strong\u003e (HMAC verification) or from a \u003cstrong\u003eTelegram bot trigger\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eNormalizes input\u003c\/strong\u003e into a consistent format and blocks unauthorized senders using an \u003cstrong\u003eallowed-users list\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLoads prior conversation state\u003c\/strong\u003e from an \u003cstrong\u003en8n Data Table\u003c\/strong\u003e to detect whether the user is sending a follow-up related to Slack sharing or starting a new request.\u003c\/li\u003e\n  \u003cli\u003eFor new finance requests, \u003cstrong\u003eclassifies intent with OpenAI\u003c\/strong\u003e (e.g., \u003cem\u003eaccounts receivable\u003c\/em\u003e, \u003cem\u003ecash position\u003c\/em\u003e, or \u003cem\u003ebills due this week\u003c\/em\u003e). If the intent is unknown, it replies with help text.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eConnects to Xero\u003c\/strong\u003e (via OAuth2), selects the correct Xero tenant\/organization, and queries relevant \u003cstrong\u003eXero endpoints\u003c\/strong\u003e to produce a canonical text summary.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRewrites and validates\u003c\/strong\u003e the answer with OpenAI, ensuring it matches the canonical Xero numbers, then asks the user whether to post the update to \u003cstrong\u003eSlack\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePersists updated state\u003c\/strong\u003e and sends the final reply back to the originating channel (WhatsApp\/Telegram). If confirmed, it posts the previous answer to \u003cstrong\u003eSlack\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eSales or finance teams ask on \u003cstrong\u003eWhatsApp\u003c\/strong\u003e, “What’s our cash position?” and receive a validated Xero summary.\u003c\/li\u003e\n  \u003cli\u003eOwners check \u003cstrong\u003eaccounts receivable\u003c\/strong\u003e and request a quick status without logging into Xero.\u003c\/li\u003e\n  \u003cli\u003eTeams request “bills due this week” and optionally share the update to \u003cstrong\u003eSlack\u003c\/strong\u003e.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eIntegrations\/credentials:\u003c\/strong\u003e Xero OAuth2, OpenAI, Slack\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eNodes\/logic used:\u003c\/strong\u003e \u003cem\u003eif\u003c\/em\u003e, \u003cem\u003ecode\u003c\/em\u003e, \u003cem\u003eslack\u003c\/em\u003e, \u003cem\u003ecrypto\u003c\/em\u003e, \u003cem\u003eswitch\u003c\/em\u003e, \u003cem\u003ewebhook\u003c\/em\u003e\n\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eConversation memory:\u003c\/strong\u003e n8n \u003cstrong\u003eData Table\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eSetup\u003c\/strong\u003e: Connect credentials for \u003cstrong\u003eXero OAuth2\u003c\/strong\u003e, \u003cstrong\u003eOpenAI\u003c\/strong\u003e, and \u003cstrong\u003eSlack\u003c\/strong\u003e.\u003c\/p\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46160841932979,"sku":"N8N-20422","price":44.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/uGx1c8vFtScphi4yhyAv8_ohdgYkm4.png?v=1791191070","url":"https:\/\/buyflowscripts.com\/products\/n8n-finance-chatbot-answer-xero-questions-via-whatsapp-telegram","provider":"N8N Commerce","version":"1.0","type":"link"}