82 workflows
in Finance & Accounting
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AI-Powered Timesheet → Invoice Automation (Gmail + OCR + AI + Google Sheets + QuickBooks)
> Note: This workflow uses sticky notes extensively to document each logical section of the automation. ...
Overview
Stop guessing your agency's actual margins. This workflow acts as a centralized financial brain for digital marketing agencies. It aggregates real-time data from your time-tracking, ad platfo ...
This template automatically tracks cryptocurrency prices and sends a formatted summary to your Telegram channel.
How it works
The workflow triggers every hour (adjustable) and defines a list of asset ...
Quick Overview
This workflow listens for Stripe payment failures, looks up the customer in HighLevel, logs or updates the failure in an n8n Data Table, and—when not recently automated—creates a St ...
Quick overview
This workflow triggers on successful Stripe payment events, generates and finalizes invoices, then formats and sends invoice details via Gmail, stores invoice PDFs in Google Drive, and ...
Quick overview
This workflow runs on a schedule to pull outstanding customer invoices and supplier bills from Xero, ranks the top 5 by amount due, and generates a Markdown AR/AP snapshot (optionally a ...
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 ...
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 ...
Video Introduction
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Overview
This workflow automates invoice creation in QuickBooks Online by importi ...
Generate Invoices and Send Reminders for Customers with Jotform and QuickBooks
This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Quick ...
💬 "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 ...
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 ...
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 ...
📊 Description
Automate post-purchase workflows by instantly fetching successful Stripe payments, matching them to corresponding automation templates in Google Sheets, and sending customers personal ...
Stripe invoicing automation that is connected to your CRM, in this example, it is ClickUp. At the end of the flow, once your lead has been sent an invoice, you (or your team) will be sent an email not ...
Overview
This workflow automates invoice processing directly from your email inbox.
It captures invoice attachments, extracts structured data using OCR and AI, validates totals, and securely process ...
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 ...
How It Works
Trigger: Watches for new emails in Gmail with PDF/image attachments.
OCR: Sends the attachment to OCR.space API (https://ocr.space/OCRAPI) to extract invoice text.
Parsing: Extracts ...
Automated Invoice Creation & Team Notification with Jotform, Xero, Outlook, and Telegram
This workflow automates the entire process of receiving a product/service order, checking or creating a custome ...
Generate Invoices and Send Reminders for Customers with Jotform and Xero
This workflow automates the entire process of receiving a product/service order, checking or creating a customer in Xero, gener ...