Browse 85 n8n workflow templates in the Finance & Accounting category. These ready-to-use automations connect apps and services with n8n — no coding required. Click any workflow to explore its nodes and import it directly into n8n.
85 workflows
in Finance & Accounting
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Quick overview
This workflow listens for successful Stripe payments, generates an invoice PDF with PDFops (handling zero-decimal currencies), archives the PDF to Amazon S3, emails it to the customer v ...
Quick Overview
This workflow polls Gmail for new inbox emails, looks up the sender in Stripe to classify them as a customer or non-customer, uses OpenAI plus Google Docs playbooks to draft a reply, an ...
Quick overview
This workflow tracks Stripe subscription cancellations, emails a one-question exit survey when no cancellation reason is available, categorizes the stated reason with Anthropic Claude, ...
Quick overview
This workflow runs on a schedule to pull outstanding customer invoices and supplier bills from Xero, ranks the top 5 by amount due, and generates a Markdown AR/AP snapshot (optionally a ...
Quick overview
This workflow triggers on successful Stripe payment events, generates and finalizes invoices, then formats and sends invoice details via Gmail, stores invoice PDFs in Google Drive, and ...
Quick Overview
This workflow listens for Stripe payment failures, looks up the customer in HighLevel, logs or updates the failure in an n8n Data Table, and—when not recently automated—creates a St ...
This template automatically tracks cryptocurrency prices and sends a formatted summary to your Telegram channel.
How it works
The workflow triggers every hour (adjustable) and defines a list of asset ...
Overview
This workflow automates invoice processing directly from your email inbox.
It captures invoice attachments, extracts structured data using OCR and AI, validates totals, and securely process ...
AI Invoice Processor for QuickBooks - Email to Bill with PDF Attachment
Automatically processes vendor invoices received by email, creates QuickBooks bills with full details, and attaches the origina ...
Overview
Stop guessing your agency's actual margins. This workflow acts as a centralized financial brain for digital marketing agencies. It aggregates real-time data from your time-tracking, ad platfo ...
AI-Powered Timesheet → Invoice Automation (Gmail + OCR + AI + Google Sheets + QuickBooks)
> Note: This workflow uses sticky notes extensively to document each logical section of the automation. ...
This workflow automates the full invoicing and payment process using n8n and Xero. It allows businesses to generate invoices, track payments, send WhatsApp notifications, and keep records synced autom ...
Intelligent Financial Invoice Hub: AI Parsing, 3-Way Matching & Multi-Channel Alerting
🎯 Description
This is an enterprise-grade solution designed for complex finance departments. It automates the ...
Who's this for
Small business owners, finance teams, accountants, and bookkeepers who use Xero for invoicing and want to improve cash flow by automating payment reminders. If you're spending time man ...
How It Works
This workflow automates financial reconciliation by orchestrating multiple AI agents to detect mismatches, analyze root causes, and apply corrections across bank statements, invoices, and ...
✅ What problem does this workflow solve?
Manually entering bank statements into QuickBooks is one of the most time-consuming and error-prone accounting tasks. Accountants often spend hours converti ...
Stripe Invoice Reminder Workflow
Who’s this for
Businesses using Stripe subscriptions or one-time payments who want to automatically follow up with customers after a failed payment.
What this work ...
How It Works
This workflow automates tenant screening by analyzing payment history, credit, and employment data to predict rental risks. Designed for property managers, landlords, and real estate agen ...
How It Works
This workflow automates monthly revenue aggregation from multiple financial sources, including Stripe, PayPal, Shopify, and bank feeds, while delivering intelligent tax forecasting throug ...
✅ What problem does this workflow solve?
Accounting teams spend hours manually entering purchase bills into accounting systems—copying vendor details, creating items, checking duplicates, and rec ...