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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Automate QuickBooks invoicing & customer creation from Airtable sales orders
This n8n template from Intuz provides a complete solution to automate your entire invoicing process. It intelligently syncs confirmed sales orders from your Airtable base to QuickBooks, automaticall ...
241
Built by Intuz Intuz
Oct 03, 2025
Automate Digital Product Sales & Delivery with Stripe and Email
💳 Automate Digital Product Sales & Delivery with Stripe and Email Turn Your Automations into Revenue Sell on n8n using Stripe (Fully Automated Delivery) Stop manually sending files after paym ...
133
Built by Lenouar Lenouar
Sep 29, 2025
Generating Tax Summaries from Stripe, Storing in Google Sheets, and Sending Slack Alerts
Description Automatically generate multi-jurisdiction tax summaries from Stripe invoices and sync them into Google Sheets with daily reporting. This workflow ensures compliance-ready tax data, detaile ...
0
Built by Rahul Joshi Rahul Joshi
Sep 26, 2025
Create Stripe Invoices from Airtable Orders with Google Sheets Logging
Description Automate B2B order invoicing by fetching orders from Airtable, validating paid B2B entries, creating Stripe customers and invoices, finalizing invoices, and logging structured invoice data ...
0
Built by Rahul Joshi Rahul Joshi
Sep 26, 2025
Stripe Customer Duplicate Detection & Management with Airtable & Slack Notifications
Description Automatically scan your Stripe customers daily to detect duplicates and keep your customer database clean. This workflow uses advanced fuzzy matching for emails and names, logs results to ...
0
Built by Rahul Joshi Rahul Joshi
Sep 26, 2025
Automated Monthly & Quarterly Stripe Revenue Reports to Slack with Financial Insights
Description Automate your financial reporting by pulling charge and refund data from Stripe, calculating key revenue and risk metrics, and delivering professional reports directly into Slack. This wor ...
0
Built by Rahul Joshi Rahul Joshi
Sep 26, 2025
Automate QuickBooks sales receipts & customer creation from Stripe payments
This n8n template from Intuz provides a complete solution to automate your accounting by instantly creating QuickBooks sales receipts for every new Stripe payment. This workflow automates the proces ...
290
Built by Intuz Intuz
Sep 09, 2025
Generate Daily Business Digest with Notion, Gmail, Stripe, Calendar, and GPT-4o
💬 "I used to start my day reacting to emails… now I start with purpose." What if you could wake up and know exactly what to focus on — without checking 5 different apps? This soft-tech workfl ...
4
Aug 30, 2025
Google Sheets and QuickBooks Expenses Automation Template
Automatically Upload Expenses to QuickBooks from Google Sheets What It Does This n8n workflow template automates the process of uploading categorized expenses from Google Sheets into QuickBooks Onlin ...
0
Built by Rosh Ragel Rosh Ragel
Aug 26, 2025
QuickBooks Automated Invoicing - Sync Google Sheets with QBO
Video Introduction Want to automate your inbox or need a custom workflow? 📞 Book a Call | 💬 DM me on Linkedin Overview This workflow automates invoice creation in QuickBooks Online by importi ...
215
Aug 25, 2025
Automated Export of Quickbooks Online Data with n8n - With Tutorial
Video Introduction Want to automate your inbox or need a custom workflow? 📞 Book a Call | 💬 DM me on Linkedin Overview This workflow automatically exports customer balance data from QuickBook ...
38
Aug 25, 2025
Send Personalized HTML Welcome Emails to New Xero Contacts via SMTP
Automated HTML Welcome Email for New Xero Contacts Crafted with ❤️ by the automation experts at Elegant BizTech. Summary This workflow automatically sends a beautiful, personalized HTML welcome ...
0
Aug 19, 2025
Predict Customer Churn Risk & Create Interventions with GPT-4, Zendesk & HubSpot
How it works This AI Customer Success Risk Prediction workflow revolutionizes customer retention by predicting churn risk 30-90 days before it happens. Here's the high-level flow: Daily Data Collectio ...
0
Built by shae shae
Aug 13, 2025
Full-cycle invoice automation: Airtable, QuickBooks & Stripe
This n8n template from Intuz provides a complete and automated solution for full-cycle invoicing, orchestrating a seamless flow between Airtable, QuickBooks, and Stripe. This is the ultimate sales-t ...
1,406
Built by Intuz Intuz
Aug 12, 2025
Automate QuickBooks customer & estimate creation from Google Sheets
This n8n template from Intuz provides a complete and automated solution to accelerate your sales and quoting process into Quickbooks. This workflow creates a seamless data pipeline from a Google Shee ...
643
Built by Intuz Intuz
Aug 12, 2025
Automatically save QuickBooks invoice PDFs to Google Drive
This n8n template from Intuz provides a complete and automated solution for secure document archiving. It automatically saves new QuickBooks invoice PDFs directly into Google Drive, creating a reliab ...
593
Built by Intuz Intuz
Aug 11, 2025
Automate real-time QuickBooks invoice alerts in Slack
This n8n template from Intuz provides a complete and automated solution for instant team-wide financial visibility. It actively monitors QuickBooks and, upon detecting a new invoice, immediately sen ...
486
Built by Intuz Intuz
Aug 11, 2025
Automate real-time QuickBooks invoice sync to Google Sheets
This n8n template from Intuz provides a complete and automated solution for real-time financial reporting. It instantly syncs new QuickBooks invoices to Google Sheets, using specific invoice data or ...
1,074
Built by Intuz Intuz
Aug 11, 2025
Automate Client Billing Detail Collection & Invoicing with Outlook and QuickBooks
Ask Client for Billing Details and Automatically Generate an Invoice in QuickBooks What It Does This workflow allows you to quickly generate and send invoices by collecting missing billing details fr ...
0
Built by Rosh Ragel Rosh Ragel
Aug 07, 2025
Custom Branded QuickBooks Invoices to PDF & Email
Automated QuickBooks Invoice to Custom PDF & Email Tired of the standard, boring invoices from QuickBooks Online? This workflow completely automates the process of creating beautiful, custom-branded ...
8
Aug 06, 2025