Finance & Accounting Automation Workflows — Page 8 | Neura Market

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Finance & Accounting Workflows

Financial management and accounting

Automate Revolut Draft Payments from New Xero Purchase Orders
Automatically create a Revolut Business draft payment whenever a new purchase order is added in Xero, using supplier data from Airtable.
MakeFree
Automatically Log New Lexoffice Invoices to Google Sheets
Streamline your invoicing process by automatically adding new Lexoffice invoice details to a Google Sheets spreadsheet. This workflow ensures all invoice data is organized and easily accessible.
MakeFree
🤖 AI Agent Chatbot with Long-Term Memory, Notes & Telegram
Builds an intelligent AI chatbot on Telegram with persistent long-term memory via Google Docs, note storage, and advanced AI models like GPT-4o-mini and DeepSeek for context-aware conversations.
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Insert and Read Data from Google Sheets

Simple workflow that appends sample data to a Google Sheet and reads it back, ideal for learning Google Sheets node integration in n8n.

Automate AWS S3 Buckets & Files via Email Commands

This n8n workflow parses email commands to create, delete, upload, download, copy, and list AWS S3 buckets/files, with success/error email responses and robust error handling.

Upload Image Carousels to Instagram & TikTok via upload-post.com

Automates multi-image uploads as Instagram carousels and TikTok slideshows using upload-post.com, streamlining social media posting for creators and marketers.

Automated YouTube Shorts Creator with yt-dlp & FFmpeg

Automates YouTube video/music downloads via yt-dlp, merges with dynamic text overlays using FFmpeg, uploads as Shorts, and tracks in Google Sheets for endless content creation.

Create 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.

Automate Multi-Item PayPal Invoice Creation and Delivery

Streamline your invoicing process by automatically creating and sending detailed PayPal invoices with multiple line items. This workflow supports dynamic item addition and ensures seamless delivery via PayPal's API.

Create a QuickFile invoice for new Shopify order

Every time a new order appears in Shopify, this Make workflow automatically creates a corresponding invoice in QuickFile. It eliminates manual data entry by capturing order details from Shopify and pushing them directly into QuickFile’s invoicing system. Ideal for ecommerce business owners and bookkeepers who want to keep sales records up to date with minimal effort.

Automate Payment Settlement Report Transformation from Apaleo

Streamline the process of reconciling and booking settlement reports by automatically reading, merging, and converting Apaleo Pay files into an accounting-friendly format.

Automate Invoice Management with Smart Reminders Using GPT-4, Stripe, and Google Workspace

Streamline your billing process with this workflow that automates invoice creation, payment monitoring, and intelligent reminders, ensuring efficient cash flow management.

Automate Income and Expense Entries in Wave from Loyverse Receipts

This workflow automates the process of creating income and expense entries in Wave based on new receipts from Loyverse. It categorizes receipts as sales or refunds and updates a Google Sheet with the relevant details.

Automate QuickBooks Invoicing from New Shopify Orders

Automatically create QuickBooks invoices for each new order received in Shopify, streamlining your accounting process.

Create new invoices in Xero from new deals in Pipedrive

his 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. he 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.

Automate Outgoing Invoices in FreeFinance from New Shopify Orders

This workflow automates the creation of outgoing invoices in FreeFinance for every new order placed in Shopify. It streamlines financial operations by ensuring invoices are generated promptly and accurately.

Harvest + Google Sheet + Xero

his template allows you to automatically calculate the total number of hours you spent working for a client during the current month. he 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. he name of each client needs to be the as the one in your Harvest account.

Create HubSpot Contacts from LinkedIn Post Interactions

Automates scraping LinkedIn post likes/comments, enriches data with emails/company info, sends personalized cold emails & LinkedIn invites, then pushes contacts to HubSpot.

Create a QuickBooks invoice from a completed PandaDoc document

Create a new QuickBooks invoice (and a customer if it doesnt already exist) from a completed PandaDoc document. PandaDoc document has to include a Pricing table. You can schedule the scenario to run as you need but adjust the first filter (only the most recent) accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.

Save new Etsy transactions in Wave

Every time a new Etsy shop receipt is created, Make will automatically record a new accounting transaction in Wave.

Automate Pre-Authorized Payments from Google Forms to Google Sheets

This workflow automates the creation of pre-authorized payments using new Google Forms responses and logs them into a Google Sheets spreadsheet. It runs every 15 minutes, ensuring timely updates.

Automate PayPal Notifications to Google Sheets

Efficiently manage your financial data by automatically logging new PayPal notifications into Google Sheets. This workflow ensures real-time updates and organized transaction records, enhancing your financial oversight.

Create 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.

Automate Zoho Invoice Creation from Google Sheets Entries

Automatically generate Zoho invoices whenever a new row is added to a Google Sheet, streamlining your invoicing process.

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Communication (2,463)AI (1,929)Business Operations & ERPs (1,540)Other (1,425)Productivity (1,202)Marketing (1,145)Data & Analytics (995)File & Document Management (802)CRM - Sales (604)Notifications (580)

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