80 workflows
in Finance & Accounting
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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 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 ...
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 ...
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 ...
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 ...
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 ...
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, ...
📈 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 ...
✅ What problem does this workflow solve?
Accounting teams spend hours manually entering purchase bills into accounting systems—copying vendor details, creating items, checking duplicates, and rec ...
How It Works
This workflow automates monthly revenue aggregation from multiple financial sources, including Stripe, PayPal, Shopify, and bank feeds, while delivering intelligent tax forecasting throug ...
Stripe Invoice Reminder Workflow
Who’s this for
Businesses using Stripe subscriptions or one-time payments who want to automatically follow up with customers after a failed payment.
What this work ...
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 ...
How It Works
This workflow automates tenant screening by analyzing payment history, credit, and employment data to predict rental risks. Designed for property managers, landlords, and real estate agen ...
✅ What problem does this workflow solve?
Manually entering bank statements into QuickBooks is one of the most time-consuming and error-prone accounting tasks. Accountants often spend hours converti ...
Who's this for
Small business owners, finance teams, accountants, and bookkeepers who use Xero for invoicing and want to improve cash flow by automating payment reminders. If you're spending time man ...
How It Works
This workflow automates financial reconciliation by orchestrating multiple AI agents to detect mismatches, analyze root causes, and apply corrections across bank statements, invoices, and ...
Intelligent Financial Invoice Hub: AI Parsing, 3-Way Matching & Multi-Channel Alerting
🎯 Description
This is an enterprise-grade solution designed for complex finance departments. It automates the ...
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 ...