Finance & Accounting
435 results — 89 downloadable workflow files, 346 source-linked n8n references
Accounting Alerts
On a webhook call, logs accounting data to Google Sheets and sends scheduled alert emails via Gmail.
Scheduled Telegram Digests from your Personal Finance Notion System
On a schedule, summarizes your personal-finance Notion database and sends the digest to Telegram.
Save Invoice Attachments to OneDrive and Update Excel Log
On a new Outlook email, saves invoice attachments to OneDrive, logs them in Excel, and notifies Microsoft Teams.
Customer Financial Report Delivery System with Telegram and Google Sheets
On a Telegram message, looks up customer financial data in Google Sheets and delivers the report back via Telegram.
Multi Modal Expense Tracking with Telegram, Gemini AI & Google Sheets
On a Telegram message, a Gemini agent extracts expense details from text or images and logs them to Google Sheets.
Real Time Bank Transaction Monitor & Alert System for Accounting Teams Description
On a schedule, fetches bank transactions via API, logs them to Google Sheets, and alerts teams by email and Slack.
AI Driven Tax Deadline Reminder & Compliance Alerts for Accounting
On a schedule, checks tax deadlines in Google Sheets and sends compliance reminders via email and Slack.
Automated Daily Cash Flow & Expense Report for Finance Professionals
On a daily schedule, compiles cash-flow data in Google Sheets, builds a PDF via PDFMonkey, saves to Drive, and reports via email and Slack.
Generate Invoices for Customers with Jotform, Xero and Slack
On a webhook submission, creates a Xero invoice with an OpenAI agent, emails it via SMTP, and posts a Slack notification.
Google Spreadsheet -> Invoice Generation -> Email
On manual run, pulls records from Airtable, generates an invoice per customer, and emails them via SMTP.
Invoice Automation Kit: AI-Powered Invoice Processing and Weekly Reports
On a form submission, an OpenAI agent extracts invoice data into Airtable and emails scheduled weekly reports via SMTP.
Generate Invoices and Send Reminders for Customers with Jotform, QuickBooks and Outlook
On a form webhook, creates QuickBooks invoices and sends AI-drafted payment reminders via Outlook on a schedule.
Generate Invoices and Send Reminders for Customers with Jotform, QuickBooks and Gmail
On a form webhook, creates QuickBooks invoices and sends AI-drafted payment reminders via Gmail on a schedule.
Generate Invoices for Customers with Jotform and QuickBooks
On a Jotform webhook submission, validates the request and creates a customer invoice in QuickBooks.
Gmail Invoice PDF to Google Drive and Sheets
On a new Gmail email, filters invoice PDFs, saves attachments to Google Drive, logs details in Google Sheets, and sends a Gmail notification.
Automated Multi Tier Expense Approval & Reimbursement with Jotform
On a Jotform expense submission, routes multi-tier approvals via Slack, logs decisions in Google Sheets, and emails reimbursement confirmations through Gmail.
Automated Employee Trip Expense Reporting/parsing with Jotform, OpenAI
On a Jotform submission, extracts receipt files from Google Drive, parses trip expenses with OpenAI, logs them to Google Sheets, and emails a report via Gmail.
Auto Extract & Approve Invoices with OpenAI, Jotform Fraud Detection
On a JotForm submission, extracts invoice data with OpenAI, records it in Google Sheets and QuickBooks, and alerts via Gmail and Slack.
Bookkeeping GDrive
On an incoming IMAP email, extracts invoice data with OpenAI, archives files to Google Drive, logs entries in Google Sheets, and emails confirmation.
JotForm Cashback (Template)
On a JotForm submission, extracts and validates cashback data with a Gemini agent, logs it in Notion, and emails confirmation via Gmail.
Process Receipt Images with GPT 4o Mini, WhatsApp & Google Sheets Automation
On a WhatsApp message, extracts receipt data from images with OpenAI, stores files in Google Drive, and logs entries to Google Sheets.
Extract Invoice Data from PDFs with Gemini AI to Google Sheets 📄
On a new Google Drive file, extracts invoice data with Gemini, writes it to Google Sheets, and sends a Gmail notification.
Followup Stripe Checkouts with Gmail Receipts, Internal Slack, and Sheets Logs
On a Stripe checkout, emails a Gmail receipt, logs the sale to Google Sheets, and notifies Slack after a wait.
CashReconciliation
When run manually, extracts OneDrive statement data with Mistral AI, and an OpenAI agent reconciles cash, writing results to Excel.