Finance & Accounting Workflows
Financial management and accounting
Automatically Sync Xero Invoices to Zoho Invoice
This workflow automates the creation of invoices in Zoho Invoice whenever a new invoice is generated in Xero. By synchronizing these two platforms, you can ensure that your financial records are consistent and up-to-date without manual interventio...
Make$2.99Automate Rent Payment Reconciliation with Excel and OpenAI
This n8n workflow automates the reconciliation of rent payments by comparing bank statements with tenant records stored in a local Excel spreadsheet. It uses OpenAI to identify discrepancies such as missed or incorrect payments and generates a report for further action.
n8n$14.99Automate School Notices via WhatsApp, Email & Google Sheets
Automates daily distribution of school notices to students, parents, and staff via WhatsApp and email, pulling data from Google Sheets and updating status.
n8n$16.99Automate Data Transfer from Xero to FileMaker via Webhooks
This n8n workflow automates the data transfer process between Xero and FileMaker using webhooks, ensuring seamless synchronization of financial data.
n8n$9.99Deploy a Comprehensive QuickBooks Online MCP Server for AI Integration
Set up a fully functional MCP server to handle all QuickBooks Online operations, seamlessly integrating with AI agents for automated financial management.
n8n$19.99Create custom invoice from Shopify orders in Eledo and send it attached to an e-mail in Gmail
Create a custom Invoice from Shopify order using Eledo PDF generator. hen, send the file to the customer by Gmail and in the same time upload it to Google Drive.
Make$3.99🐶 AI Agent for PetShop Appointments & Customer Service
AI-powered n8n workflow automates WhatsApp inquiries, appointment booking, reminders, and recommendations for pet shops, enhancing customer experience and operations.
n8n$24.99Generate Invoices from Typeform Submissions Automatically
This workflow automates the creation of invoices using data collected from Typeform submissions, streamlining your billing process.
n8nFreeCreate new invoices in Xero from new deals in Pipedrive
This template regularly checks for new deals entering a specific stage in Pipedrive and uses the retrieved information to create a new invoices in Xero. Your Pipedrive deal needs to have products associated with it. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Make$4.99Harvest + Google Sheet + Xero
This template allows you to automatically calculate the total number of hours you spent working for a client during the current month. The calculated data is stored in a Google Sheet but at the same time an invoice is created for the client. Note: In order for this template to work you need to make sure you have an existing record for each of your clients inside your Xero account. The name of each client needs to be the as the one in your Harvest account.
Make$4.99Create Moneybird sales invoices for new Shopify orders
Every time there is a new Shopify order created, Make will automatically check for contacts with the same name in Moneybird and create a new one if needed. Then a Moneybird sale invoice will be created.
Make$3.99Create Docupilot invoices automatically from new Google Sheets rows
Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create an invoice from a Docupilot template. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1_9c7rHfebaiBR5llkuOcGxK0WgY7z6j9H6M9I3dujAE/edit?usp=sharing).
Make$2.99Add new Fakturoid invoices to a Google Sheets spreadsheet
Every time a new invoice is created in Fakturoid, Make will automatically add it to a specified Google Sheets spreadsheet as a new row. The template uses a spreadsheet created according to this [example](https://goo.gl/F5HJMp).
Make$3.99Create a new finalized invoice to FreeFinance from a new order in WooCommerce
This template regularly checks for new orders in WooCommerce and uses the retrieved information to create new finalized invoices in FreeFinance. The template is scheduled to run every 60 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module. This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: support@freefinance.at.
Make$4.99Persistent Chat Memory with GPT-4o-mini & Qdrant Vector DB
Builds a long-term memory system for AI agents using vector databases to store and retrieve conversations semantically, enabling persistent context across sessions.
n8n$24.99Schedule Social Media Posts from Google Sheets to Twitter & Instagram
Automates pulling pending posts from Google Sheets, generates images, and schedules them to Twitter and Instagram every 5 hours. Marks posts as done after publishing for seamless content management.
n8n$18.99Generate Mock User CSVs with GPT-4 for Reconciliation
Automates creation of CSV files with 10 random users (names, subscriptions) via GPT-4, batched and saved to disk for finance tasks.
n8n$12.99Upload Videos to Instagram, TikTok & YouTube from Google Drive
Automates monitoring Google Drive for new videos, generates AI descriptions via OpenAI, and uploads to Instagram, TikTok, and YouTube with error notifications.
n8n$24.99Automated Server Log Cleanup via Email Alerts & SSH (Nginx/Docker)
Monitors IMAP emails for disk usage alerts >80%, extracts server IP, SSH connects, and purges Nginx, PM2, Docker, and system logs to reclaim space automatically.
n8n$16.99Invoice Ninja -> Xero
This template allows you to clone the invoices you create for a customer in Invoice Ninja across to the Xero accounting software.
Make$4.99Create an Invoice in Google Sheets Based on Typeform Submission
This n8n workflow triggers when a new Typeform submission is received. It extracts the data, creates a formatted invoice row in Google Sheets, and optionally sends a notification via Slack or an email. Conditional logic ensures only complete submissions are processed. Ideal for freelancers or small businesses needing to automate order-to-invoice steps without manual entry.
n8n$4.99Delete all paid Stripe invoices from your database 2/2
In the first scenario the customers were added to a sheet when they have unpaid invoices. This scenario deletes them from the sheet once their invoices are paid in Stripe.
Make$3.99Create a new outgoing invoice to FreeFinance from a new order in Etsy
This template regularly checks for new orders in Etsy and uses the retrieved information to create new outgoing invoices in FreeFinance. The template is scheduled to run every 60 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module. This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: support@freefinance.at.
Make$4.99Create Mollie payment links for invoices in QuickBooks
Every time you create a new invoice within QuickBooks a Mollie payment link will be created and added to the invoice. This way customers can easily and quickly pay the invoice online. Creator: mollie@wemakefuture.com.
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