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
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Automated QuickBooks Payment Reminders with Dynamic Invoice Tables
This workflow provides a powerful solution for businesses using QuickBooks Online to automate their payment reminder process. It sol ...
This n8n template from Intuz provides a complete and automated solution to streamline your sales and accounting process.
Simply add new transaction details to a designated Google Sheet, and this work ...
Automated QuickBooks New Customer Welcome Emails
This workflow provides a robust solution for QuickBooks users looking to automate their new customer onboarding process. It solves the time-consuming ...
What It Does
This workflow allows you to quickly generate and send invoices by collecting missing billing details from clients through an automated form and email sequence. It integrates Gmail and Qui ...
What It Does
This workflow reads Gmail threads labeled Invoice Needed, extracts invoice and client details using an AI agent, and creates a draft invoice in QuickBooks Online. It then downloads the in ...
This template sets up a weekly ETL (Extract, Transform, Load) pipeline that pulls financial data from QuickBooks Online into Google BigQuery. It not only transfers data, but also cleans, classifies, a ...
Community Node Disclaimer: This workflow uses KlickTipp community nodes.
Introduction
This workflow automates Stripe checkout confirmations by capturing transaction data and syncing it into KlickTi ...
Crypto Price Alert – n8n Workflow
A simple and effective crypto alert system for anyone who wants to stay up to date with coin price changes — without refreshing charts all day. This workflow che ...
CFO Forecasting Agent - Marketplace Listing
Headlines (Choose Your Favorite)
Option 1 - Direct & Professional
"AI-Powered CFO Forecasting Agent: Automated Revenue Predictions from Stripe Data"
Opti ...
Streamline your accounting by automatically creating QuickBooks Online customers and sales receipts whenever a successful Stripe payment is processed. Ideal for businesses looking to reduce manual dat ...
Template Guide for Employee Shortlisting AI Agent Automation
Overview
This template automates the process of shortlisting job applicants using ERPNext, n8n, and AI-powered decision-making tools like ...
Generating Stripe invoices through the API can be tricky since it requires four steps to generate and send it via email to the customer.
With this workflow you can create Stripe invoices automaticall ...
This workflow pushes Stripe charges to HubSpot contacts. It uses the Stripe API to get all charges and the HubSpot API to update the contacts. The workflow will create a new HubSpot property to store ...
This workflow combines customers' details with their payment data and passes the input to Pipedrive as a note to the organization.
Prerequisites
Stripe account and Stripe credentials
Pipedrive accou ...
This workflow automatically adds closed deals from Pipedrive as new customers into Stripe.
Prerequisites
Pipedrive account and Pipedrive credentials
Stripe account and Stripe credentials
How it wor ...
Summary
Onfleet is a last-mile delivery software that provides end-to-end route planning, dispatch, communication, and analytics to handle the heavy lifting while you can focus on your customers.
Th ...
This workflow allows you to receive updates from Wise and add information of a transfer to a base in Airtable.
Wise Trigger node: This node will trigger the workflow when the status of your transf ...
This workflow allows you to create a quote and a transfer, execute the transfer and get the information of the transfer using the Wise node.
Wise node: This node will create a new quote in Wise.
W ...
This workflows allows you to create a customer and an invoice and send the invoice to the customer.
QuickBooks node: This node will create a new customer in QuickBooks.
QuickBooks1 node: This node ...
If you have made some investments in cryptocurrency, this workflow will allow you to create an Airtable base that will update the value of your portfolio every hour. You can then track how well your i ...
