AutomationFlows › Finance

Finance workflows.

Stripe webhooks, accounting, tax, invoicing.
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Finance

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Mcp Trigger, Quickbooks Tool
Finance

This is the ultimate sales-to-cash automation. When a deal in Airtable is marked "Approved for Invoicing," this workflow intelligently syncs customer data across QuickBooks and Stripe (creating them i

Airtable Trigger, Stripe, QuickBooks +2
Finance

AP Invoice — 01 Orchestrator. Uses postgres, httpRequest, quickbooks, slack. Webhook trigger; 42 nodes.

Postgres, HTTP Request, QuickBooks +1
Finance

Automatically processes vendor invoices received by email, creates QuickBooks bills with full details, and attaches the original PDF. Small/medium businesses using QuickBooks Online Bookkeepers proces

Gmail Trigger, Information Extractor, OpenAI Chat +3
Finance

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 key f

Gmail Trigger, Google Sheets, Slack +3
Finance

Automated Stripe Payment to QuickBooks Sales Receipt

HTTP Request, Stripe, Stripe Trigger +1
Finance

This workflow automates the entire process of receiving a product/service order, checking or creating a customer in QuickBooks Online (QBO), generating an invoice, and emailing it — all triggered by a

QuickBooks
Finance

This workflow automates monthly revenue reconciliation across Stripe, PayPal, and bank statements by standardizing data formats, detecting discrepancies, and producing audit-ready reports. It concurre

HTTP Request, Google Drive, Gmail
Finance

Tired of the standard, boring invoices from QuickBooks Online? This workflow completely automates the process of creating beautiful, custom-branded PDF invoices and emailing them directly to your clie

QuickBooks, HTTP Request, Email Send
Finance

Automated QuickBooks Invoice to Custom PDF & Email

QuickBooks, HTTP Request, Email Send
Finance

This workflow automates the process of recording successful payments from Stripe into QuickBooks by creating corresponding Sales Receipts. It ensures payment data is captured accurately, checks whethe

QuickBooks, Stripe
Finance

Automatically track Stripe invoices and create Google Calendar reminders for upcoming due dates. This workflow ensures you never miss a payment deadline by running daily checks, filtering invoices due

HTTP Request, Item Lists, Google Calendar
Finance

Automatically generate multi-jurisdiction tax summaries from Stripe invoices and sync them into Google Sheets with daily reporting. This workflow ensures compliance-ready tax data, detailed breakdowns

Stripe, Google Sheets, Slack
Finance

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

Xero, Google Calendar, Twilio +1
Finance

This workflow is a sophisticated, end-to-end solution that automates the entire billing lifecycle, from invoice creation to intelligent payment reminders and status tracking. It's designed to give you

Google Sheets Trigger, Google Docs, OpenAI +4
Finance

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 QuickBooks Onlin

QuickBooks, Form Trigger, Gmail
Finance

This automation manages Stripe disputes by fetching dispute data, formatting it, logging it into Google Sheets, updating related payment records, and notifying the customer via email. It ensures finan

HTTP Request, Google Sheets, Gmail
Finance

Upload the same invoice in different qualities (original PDF, scanned copy, phone photo, compressed JPEG, etc.) and instantly see how accurately each field was extracted. The workflow compares every e

Form Trigger, @Easybits/N8N Nodes Extractor, Form
Finance

Automatically generate an Invoice PDF from Google Sheets data with DocuPotion. Uses googleSheetsTrigger, googleSheets, n8n-nodes-docupotion, googleDrive. Event-driven trigger; 12 nodes.

Google Sheets Trigger, Google Sheets, N8N Nodes Docupotion +1
Finance

This n8n workflow automates the integration between Xero and FileMaker, allowing for seamless data transfer between the two platforms. By listening for webhooks from Xero (e.g., new invoices, payments

Crypto, Move Binary Data, Filemaker
Finance

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 manually following

Xero, HTTP Request, Microsoft Outlook
Finance

This workflow automatically generates and delivers professional invoice PDFs whenever a Stripe checkout session completes. It fetches the line items from Stripe, formats them into a clean invoice with

Stripe Trigger, HTTP Request, N8N Nodes Templatefox +2
Finance

Integrate Xero with FileMaker using Webhooks. Uses crypto, moveBinaryData, filemaker. Webhook trigger; 11 nodes.

Crypto, Move Binary Data, Filemaker
Finance

Invoice PDF to Sheets. Uses googleDriveTrigger, googleDrive, httpRequest, googleSheets. Event-driven trigger; 10 nodes.

Google Drive Trigger, Google Drive, HTTP Request +1
Finance

It instantly syncs new QuickBooks invoices to Google Sheets, using specific invoice data or keywords as triggers to ensure your financial records are always accurate and up-to-date.

QuickBooks, Google Sheets
Finance

It actively monitors QuickBooks and, upon detecting a new invoice, immediately sends a detailed alert to your chosen Slack channel.

QuickBooks, Slack
Finance

This workflow provides a powerful solution for businesses using QuickBooks Online to automate their payment reminder process. It solves the time-consuming and manual task of chasing late payments by c

QuickBooks, Email Send
Finance

N8N Stripe Invoice Auto Download. Uses httpRequest, compression. Event-driven trigger; 10 nodes.

HTTP Request, Compression
Finance

Invoice Intake Review Queue. Event-driven trigger; 10 nodes.

Finance

EVEZ Groq Engine — llama-3.3-70b — FREE 24/7. Uses errorTrigger. Scheduled trigger; 9 nodes.

Error Trigger
Finance

Generating Stripe invoices through the API can be tricky since it requires four steps to generate and send it via email to the customer.

Stripe, HTTP Request
Finance

BuchPilot: Woechentlicher Rechnungs-Report. Uses n8n-nodes-buchpilot, sendEmail. Scheduled trigger; 8 nodes.

N8N Nodes Buchpilot, Send Email
Finance

This workflow automatically posts a message in Slack when a new invoice is uploaded in Stripe, and it updates the fields in the HubSpot CRM. A Slack account and credentials A HubSpot account and crede

Stripe Trigger, HubSpot, Slack
Finance

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

QuickBooks, Google BigQuery
Finance

This n8n workflow captures invoice data and generates a PDF invoice, ready to be sent or saved. It uses a webhook to trigger the process, preprocesses the invoice data, and converts it to a PDF using

@Custom Js/N8N Nodes Pdf Toolkit
Finance

This workflow automatically generates a PDF invoice every time a successful payment is received in Stripe, then emails the invoice to the customer via Gmail. Perfect for freelancers, SaaS businesses,

Gmail
Finance

SP · 25 · Factura Email tras Pago. Uses emailSend. Webhook trigger; 5 nodes.

Email Send
Finance

Invoice Follow-Up (7-Day Reminder). Uses quickbooks, emailSend, googleSheets. Scheduled trigger; 5 nodes.

QuickBooks, Email Send, Google Sheets
Finance

InvoiceFlow – Webhook Consumer. Webhook trigger; 4 nodes.

Finance

Http Stripe. Uses httpRequest, stripe, stripeTrigger, quickbooks. Event-driven trigger; 10 nodes.

HTTP Request, Stripe, Stripe Trigger +1
Finance

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

HTTP Request, Stripe, Stripe Trigger +1
Finance

It automatically saves new QuickBooks invoice PDFs directly into Google Drive, creating a reliable backup system. For perfect organization, the workflow uses keywords from the invoice, like the client

QuickBooks, Google Drive, HTTP Request
Finance

Invoice to PDF Report. Uses n8n-nodes-iterationlayer. Event-driven trigger; 6 nodes.

N8N Nodes Iterationlayer
Finance

Extract Domain And Verify Email Syntax On The Go. Uses manualTrigger, stickyNote, debugHelper. Event-driven trigger; 5 nodes.

Debug Helper
Finance

ScrapFlow - Customer Invoice (Outbound). Uses emailSend. Webhook trigger; 4 nodes.

Email Send
Finance

Template & Design Service. Webhook trigger; 4 nodes.

Finance

Convert Invoice to Markdown. Uses n8n-nodes-iterationlayer. Event-driven trigger; 4 nodes.

N8N Nodes Iterationlayer
Finance

Extract Invoice Data. Uses n8n-nodes-iterationlayer. Event-driven trigger; 4 nodes.

N8N Nodes Iterationlayer
Finance

Stop copy-pasting invoice details!

Google Docs, Email Send, Google Drive
Finance

Quickbooks. Uses quickbooks. Manual trigger; 3 nodes.

QuickBooks
Finance

This workflows allows you to create a customer and an invoice and send the invoice to the customer.

QuickBooks
Finance

Mindwave — 02 Discovery Brief. Uses emailSend. Webhook trigger; 3 nodes.

Email Send
Finance

Lookup Lightning Invoice. Uses n8n-nodes-nwc. Webhook trigger; 3 nodes.

N8N Nodes Nwc
Finance

Tutorial - Generate Invoice (First Invoice). Uses n8n-nodes-invoice-api-xhub, writeBinaryFile. Event-driven trigger; 3 nodes.

N8N Nodes Invoice Api Xhub, Write Binary File
Finance

Create a QuickBooks invoice on a new Onfleet Task creation. Uses onfleetTrigger, quickbooks. Event-driven trigger; 2 nodes.

Onfleet Trigger, QuickBooks
Finance

Manual Xero. Uses manualTrigger, xero. Event-driven trigger; 2 nodes.

Xero
Finance

Manual Invoiceninja. Uses manualTrigger, invoiceNinja. Event-driven trigger; 2 nodes.

Invoice Ninja
Finance

In this example, the workflow is triggered from a new payout from Stripe. It then logs the transaction as a journal entry in Wave Accounting, helping you automate your accounting without needing to pa

Stripe Trigger, HTTP Request

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FAQ

What is in the Finance category?

All n8n workflows in the AutomationFlows catalog that automate finance use cases. 58 workflows live here, each integration-tagged and importable into a self-hosted or cloud n8n instance.

How do I use a Finance workflow?

Open any workflow detail page, click 'Copy JSON', then in n8n go to Workflows → Import from File or paste into a new workflow. Add your credentials (the catalog strips them before publishing) and activate.

Are these workflows free?

Yes — the entire catalog is free to browse and copy. Pro adds a multi-signal QualityScore on every workflow plus bulk JSON download.