Case Study: Slack Bot for Expense Tracking in a Non-Profit Organization

Our Goal

As a small group of organizers conducting Vipassana meditation courses in our local region in Minsk, Belarus, we wanted to streamline our financial tracking process and improve communication within our team. Our main objective was to eliminate the need for multiple tools and achieve real-time updates on expenses and income.

Project Details and Contribution

Previously, we used a bookkeeping tool called Drebedengi.ru to track donations and expenses, but it required us to visit a separate website, causing inconvenience and inefficiency. We also relied on Slack for team communication.

To address these challenges, I developed a Slack bot hosted on AWS Lambda. Written in TypeScript, the bot integrated with our Slack workspace and allowed us to track expenses and income directly within Slack. This eliminated the need for context switching and enhanced our workflow.

The balance modal provides an overview of where the donations are currently allocated.

Additionally, I implemented a feature where users could share income or expense updates to a dedicated public channel, ensuring transparency and keeping the entire team informed about our current financial situation.

Messages in the public channel allow everyone to stay updated on the financial transactions.

Furthermore, the Slack bot offered a modal with a list of available features, making it convenient to access and utilize the various expense tracking functionalities.

The Slack bot modal displays a list of available features for tracking expenses and income.

The expense modal provided a user-friendly form for inputting expenses, making it easy for us to track expenditures efficiently.

The expense modal presents a form for inputting expenses, making it easy to track expenditures.

Project Success

The implementation of the Slack bot brought significant success to our non-profit organization. We now save valuable time when adding financial data, as we no longer have to navigate to a separate website. The real-time tracking within Slack provides us with immediate visibility into our financial status. Moreover, the dedicated public channel enables better collaboration and knowledge sharing among team members, fostering transparency and accountability.

GitHub Repository: github.com/preshetin/drebedengi-slack (opens in a new tab)

Hire Me

If you want to hire me to improve your team's efficiency by automating manual tasks, feel free to contact me at preshetin@gmail.com. I am passionate about creating custom solutions that enhance productivity and streamline workflows.

Let's discuss your requirements and how I can contribute to your organization's success.