Automate Monthly Financial Close with Email & Slack

The workflow JSON

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{
  "name": "VeriGrade - Monthly Close Automation",
  "nodes": [
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "0 0 L * *"
            }
          ]
        }
      },
      "id": "monthly-trigger",
      "name": "Last Day of Month",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1,
      "position": [
        240,
        300
      ]
    },
    {
      "parameters": {
        "url": "https://backend-lspqvhnjp-robertotos-projects.vercel.app/api/reports/monthly",
        "method": "POST",
        "sendBody": true,
        "bodyParameters": {
          "parameters": [
            {
              "name": "month",
              "value": "={{ $now.minus({months: 1}).toFormat('yyyy-MM') }}"
            },
            {
              "name": "includeBalanceSheet",
              "value": true
            },
            {
              "name": "includeProfitLoss",
              "value": true
            },
            {
              "name": "includeCashFlow",
              "value": true
            }
          ]
        }
      },
      "id": "generate-reports",
      "name": "Generate Financial Reports",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.1,
      "position": [
        460,
        300
      ]
    },
    {
      "parameters": {
        "url": "https://backend-lspqvhnjp-robertotos-projects.vercel.app/api/reconciliation/status",
        "queryParameters": {
          "parameters": [
            {
              "name": "month",
              "value": "={{ $now.minus({months: 1}).toFormat('yyyy-MM') }}"
            }
          ]
        }
      },
      "id": "check-reconciliation",
      "name": "Bank Reconciliation Check",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.1,
      "position": [
        680,
        300
      ]
    },
    {
      "parameters": {
        "operation": "sendEmail",
        "email": "={{ $json.clientEmail }}",
        "subject": "Monthly Financial Report - {{ $now.minus({months: 1}).toFormat('MMMM yyyy') }}",
        "emailFormat": "html",
        "attachments": "data",
        "html": "<h2>Monthly Financial Summary</h2><p>Please find attached your financial reports for {{ $now.minus({months: 1}).toFormat('MMMM yyyy') }}</p>"
      },
      "id": "send-client-reports",
      "name": "Send Reports to Clients",
      "type": "n8n-nodes-base.emailSend",
      "typeVersion": 2,
      "position": [
        900,
        300
      ]
    },
    {
      "parameters": {
        "content": "\ud83d\udcca Monthly Close Complete!\n\nMonth: {{ $now.minus({months: 1}).toFormat('MMMM yyyy') }}\n\n\u2705 Reports generated\n\u2705 Reconciliation verified\n\u2705 Client reports sent",
        "channel": "#month-end"
      },
      "id": "notify-completion",
      "name": "Notify Completion",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 2.1,
      "position": [
        1120,
        300
      ]
    }
  ],
  "connections": {
    "Last Day of Month": {
      "main": [
        [
          {
            "node": "Generate Financial Reports",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Generate Financial Reports": {
      "main": [
        [
          {
            "node": "Bank Reconciliation Check",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Bank Reconciliation Check": {
      "main": [
        [
          {
            "node": "Send Reports to Clients",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Send Reports to Clients": {
      "main": [
        [
          {
            "node": "Notify Completion",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": true,
  "settings": {},
  "versionId": "1",
  "id": "verigrade-monthly-close"
}

About this workflow

VeriGrade - Monthly Close Automation. Uses httpRequest, emailSend, slack. Scheduled trigger; 5 nodes.

Source: https://github.com/robertotorres1222-beep/verigrade-bookkeeping-platform/blob/20eaf88ca92b73417b9cc8abe2b8ec17eec5ceaa/n8n-workflows/4-monthly-close.json — original creator credit. Request a take-down →

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