Finance & Accounting
435 results — 89 downloadable workflow files, 346 source-linked n8n references
Validated Financial Intake with Two-Stage Review
Receives an authenticated financial-document event, validates deterministic event identity and monetary fields, performs separate structured analysis and review calls, then submits the reviewed record to an accounting commit service that must enforce the supplied idempotency key.
Wise Transfer Notifications
Notifies finance in Slack whenever a Wise transfer changes state, with amount and recipient.
Expense Receipt OCR to Sheet
Reads receipt emails, extracts the vendor and total with OpenAI, and logs each expense to a Google Sheet.
Plaid Transaction Sync to Sheet
Pulls recent bank transactions from Plaid on a schedule and appends them to a finance tracking sheet.
Monthly P&L Summary to Slack
Runs monthly, pulls a QuickBooks profit-and-loss report, and posts the headline numbers to Slack.
Invoice Approval Routing
Routes inbound invoice emails for approval — large invoices go to a Slack approval channel, the rest are auto-filed.
Stripe Payments to Google Sheets Ledger
Logs every successful Stripe charge to a Google Sheets revenue ledger for bookkeeping and reporting.
Stripe Failed Payment Dunning Alerts
When a Stripe invoice payment fails, alerts the billing channel in Slack and emails the customer a friendly retry notice.
Stripe MRR Snapshot to Notion
Schedules a daily snapshot of active Stripe subscriptions, computes MRR, and appends it to a Notion finance dashboard.
Invoice Paid Thank-You + Sheet Log
On a paid Stripe invoice, emails the customer a thank-you and appends the payment to a Google Sheets log.
Shopify Order to QuickBooks Sales Receipt
Creates a QuickBooks sales receipt for every paid Shopify order to keep accounting in sync automatically.
Shopify Refunds to Sheets + Slack
Daily, scans recent Shopify orders for refunds and logs them to a Sheet while alerting finance in Slack.
PayPal Payment to Accounting Sheet
Receives PayPal IPN webhooks, records completed payments to an accounting sheet, and alerts finance in Slack.
QuickBooks New Invoice to Slack
Polls QuickBooks for newly created invoices each hour and announces them in the finance Slack channel.
Xero Overdue Invoice Reminders
Daily, finds overdue Xero invoices and emails each customer a polite reminder while flagging the total in Slack.
Email Invoice Intake, Archive, and Ledger Upsert
Polls a finance mailbox for unread invoice candidates, validates a real message-and-attachment identity, processes PDF, XML, or a single supported document inside ZIP, archives the source in Google Drive, upserts a keyed ledger row in Google Sheets, and reads the row back before completing the batch.
Validated Journal Entry Upsert to Google Sheets
A callable accounting workflow that validates journal-entry data, derives a deterministic entry key from source event fields, removes duplicate keys within one invocation, and upserts each entry into a Google Sheets ledger.
QuickBooks 2
On manual run, creates a record in QuickBooks.
QuickBooks
On an Onfleet event, creates a corresponding record in QuickBooks.
Finance Automation
On manual trigger, creates an invoice in Invoice Ninja.
Finance Automation — Xero
On manual trigger, creates an invoice record in Xero.
Invoice Ninja with Invoiceninjatrigger
Fires when an Invoice Ninja event (invoice, payment, or client change) occurs, launching the downstream automation.
HTTP with HTTP Request & Stripe
On a Stripe event, retrieves details via the Stripe API and creates a matching record in QuickBooks.
AI agent: expense tracker in Google Sheets and n8n chat
On a chat message, an OpenAI agent extracts expense details from text and records them in Google Sheets.