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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How It Works
Consolidates daily revenue from Stripe, PayPal, Shopify, and bank feeds into a single system. The workflow automatically normalizes data across payment sources, uses AI to categorize inco ...
Automated Stripe Payment to QuickBooks Sales Receipt
This n8n workflow seamlessly connects Stripe and QuickBooks Online to keep your accounting in perfect sync. Whenever a payment in Stripe succeeds, ...
Automated QuickBooks Invoice to Custom PDF & Email
This n8n workflow automates the entire QuickBooks invoicing process — from creation to delivery. When a new invoice is generated in QuickBooks Onl ...
📈 Is Your Business Flying Blind Day-to-Day? Get QuickBooks Sales Alerts That Matter.
What if you could spot a major sales problem—or a winning campaign—the very next morning, instead of weeks ...
Who's it for
This template is perfect for any SaaS business or subscription service using Stripe. Product managers, customer success teams, and founders can use this to automatically collect cancellat ...
Price Anomaly Detection & News Alert (Marketstack + HN + DeepL + Slack)
Overview
This workflow monitors a stock’s closing price via Marketstack. It computes a 20-day moving average and standard dev ...
📊 Description
Automate post-purchase workflows by instantly fetching successful Stripe payments, matching them to corresponding automation templates in Google Sheets, and sending customers personal ...
Event Participant Management and Automated Follow-up System
This workflow automates the entire process of managing event participants, from registration and payment to sending reminders and follow-up ...
How It Works
Trigger: Watches for new emails in Gmail with PDF/image attachments.
OCR: Sends the attachment to OCR.space API (https://ocr.space/OCRAPI) to extract invoice text.
Parsing: Extracts ...
Generate Invoices and Send Reminders for Customers with Jotform and Xero
This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, gener ...
Automated Invoice Creation & Team Notification with Jotform, Xero, Outlook, and Telegram
This workflow automates the entire process of receiving a product/service order, checking or creating a custome ...
Generate Invoices for Customers with Jotform, Xero and Gmail
This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an inv ...
Generate Invoices for Customers with Jotform, Xero and Slack
This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, generating an inv ...
Generate Invoices and Send Reminders for Customers with Jotform, QuickBooks and Outlook
This workflow automates the entire process of receiving a product/service order, checking or creating a customer ...
Generate Invoices and Send Reminders for Customers with Jotform, QuickBooks and Gmail
This workflow automates the entire process of receiving a product/service order, checking or creating a customer i ...
Generate Invoices and Send Reminders for Customers with Jotform and QuickBooks
This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Quick ...
Community Node Disclaimer: This workflow uses KlickTipp community nodes.
How It Works
This workflow listens for new or updated customers and for checkout confirmations in Stripe and automatically cr ...
Generate Invoices for Customers with Jotform and QuickBooks
This workflow automates the entire process of receiving a product/service order, checking or creating a customer in QuickBooks Online (QBO) ...
Stripe invoicing automation that is connected to your CRM, in this example, it is ClickUp. At the end of the flow, once your lead has been sent an invoice, you (or your team) will be sent an email not ...
Transform accounts payable from a manual bottleneck into an intelligent, automated system that reads invoices, detects fraud, and processes payments automatically—saving 20+ hours per week while pre ...
