Finance & Accounting
435 results — 89 downloadable workflow files, 346 source-linked n8n references
Generate Invoices for Customers with Jotform, Xero and Gmail
On a webhook submission, creates a Xero invoice using OpenAI and emails it to the customer via Gmail.
Binance SM Financial Analyst Tool
When called by another workflow, runs an OpenAI agent with memory and tool workflows to deliver Binance financial analysis.
Personal expense tracker
On a webhook submission, processes expense data and appends it to Google Sheets, returning a confirmation response.
Count Xero Records (Invoices, Bills & Credit Notes) with Voided/deleted Filter
On manual run, queries Xero via HTTP and counts invoices, bills, and credit notes while filtering out voided and deleted records.
Financial Report from ElevenLabs Interview
On a webhook, processes an ElevenLabs interview with OpenAI, stores files in Google Drive, and emails a structured financial report via Gmail.
Intelligent Expense Management with AI Tax Optimization
On a schedule, extracts expense data from files, analyzes it for tax optimization with OpenAI, and emails the summary via Gmail.
AI-powered carbon accounting and emissions verification system
On a schedule, analyzes emissions data with an OpenAI agent and records verified carbon accounting entries to a data table.
Fundamental Stock Analysis and DCF Calculator
On form submission, fetches financial data via API, computes a DCF valuation, and writes the analysis to Google Sheets.
Gemini 3 Image Analyzer Finance Reports
When a file is added to Google Drive, analyzes finance report images with Gemini and an OpenRouter agent.
Automated Stripe Invoicing
When a ClickUp task changes, creates a Stripe invoice, emails it via Gmail, and updates the ClickUp task.
Telegram Expense Tracker to Google Sheets with GPT 4.1
On a Telegram message, extracts expense details with GPT-4.1, logs them to Google Sheets, and confirms back via Telegram.
Route and Nurture Financial Services Leads with OpenAI, Gmail and Google Sheets
On a webhook submission, classifies and routes financial-services leads with OpenAI, nurturing them via Gmail and logging to Google Sheets.
Receipt Scanning To Sheets
When a receipt lands in Google Drive, extracts its data with Mistral and an OpenAI agent, then logs structured fields to Google Sheets.
Tesla Financial Market Data Analyst Tool n8n
When called by another workflow, an OpenAI agent retrieves and analyzes Tesla financial market data through a sub-workflow tool.
Turn Financial Statements and News into Weekly AI Equity Research Reports
On a schedule, gathers financial statements and news, generates an AI equity research report as PDF, and emails it via Gmail.
Financial News Digest with Google Gemini AI to Outlook Email
On a schedule, fetches financial news via HTTP, summarizes it with Google Gemini, and emails a digest through Outlook.
Expense Logging with Telegram and Google Sheets
On a Telegram message, parses the expense with code and logs it to Google Sheets, then sends a scheduled summary back via Telegram.
Get Malaysia Tax ID Number (TIN) for multiple Business Reg Num (SSM) or NRIC
On manual trigger, looks up Malaysian Tax IDs for business registration or NRIC numbers via API and writes them to Google Sheets.
CFO Expense Reviewer Agent
On a new Airtable expense record, an OpenAI agent reviews it against Pinecone-stored policy and writes the verdict back to Airtable.
Convert Venmo CSV File to Quickbooks Dropbox
On a form upload, converts a Venmo CSV into a QuickBooks-ready file and saves it to Dropbox and Google Drive.
Generate Qualified Finance Leads from LinkedIn with Apify, GPT 4, and Airtable
On manual trigger, fetches LinkedIn profiles via HTTP, deduplicates them, and qualifies finance leads using a GPT-4 agent into Airtable.
Automated Stripe Payment Collection & Invoice Distribution System
On a Stripe event, collects payments, emails invoices via Gmail and WhatsApp, and archives invoice PDFs to Google Drive.
Invoice & Payment Reminder System
On a schedule, pulls invoices from Notion, drafts reminders with an Anthropic agent, and sends them via Gmail and Telegram.
Overdue Invoice Recovery Agent
On a schedule, checks overdue invoices in Google Sheets, drafts OpenAI escalation emails via Gmail, and notifies Slack.