Browse 93 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.
93 workflows
in Finance & Accounting
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Quick overview
This workflow triggers when Stripe drafts an invoice, re-checks the customer’s EU VAT number against the EU Commission’s VIES API, updates Stripe’s tax treatment or holds the draf ...
Quick overview
This workflow runs daily to pull unpaid invoices from Xero, calculates how overdue they are, sends tiered Gmail reminders and Slack alerts, and logs each invoice-tier reminder in Google ...
Quick overview
This workflow triggers when a Pipedrive deal is moved into the Closed Won stage, creates a matching draft invoice in Xero, and posts it to Slack for approval before authorising and emai ...
Quick overview
This workflow runs daily to reconcile yesterday’s successful Stripe charges in multiple currencies, converts net revenue to a single reporting currency using ApogeoAPI exchange rates, ...
Quick Overview
This workflow runs every Monday morning to pull active invoices from Invoice Ninja, generate an accounts-receivable ageing summary as a branded PDF using PDFMint, and email the report t ...
Quick overview
This workflow runs every weekday morning to pull authorised accounts-receivable invoices from Xero, groups any past-due balances by customer, generates a branded overdue-invoice stateme ...
Quick overview
This workflow listens for successful Stripe payments, fetches the associated Stripe customer, generates a branded VAT-inclusive receipt PDF with PDFMint, emails it via Gmail, and archiv ...
Quick overview
This daily workflow pulls invoice and KPI history data from Google Sheets, calculates operational KPIs and trends, generates a CFO-style executive summary with Groq Llama 3, then logs r ...
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 ...
