Finance Workflows
Financial management and accounting workflows
Automated Daily Stock Market News Briefing via Email
Receive a daily AI-curated stock market news briefing directly to your email, tailored for investors and traders. This workflow leverages AI and web search tools to keep you informed with minimal effort.
n8n$9.99AI Language & Coding Tutor with GPT-4 & Timed Telegram
An AI-driven tutor for language and coding using GPT-4, delivering personalized lessons via Telegram with progress tracking in Airtable.
n8n$24.99Chat-Based Financial Analysis of P&L and Balance Sheets with GPT-4 & PostgreSQL
## Who's it for This workflow is designed for **finance teams**, **accountants**, and **data analysts** who want to interact with financial data from **two PostgreSQL databases** - one containing **Profit & Loss** data and another containing **Balance Sheet** data - using natural language chat. It's perfect for those who need **quick, AI-powered insights** with the correct database automatically selected based on the question. --- ## How it works / What it does 1. **Chat Trigger** - Starts the workflow when a chat message is received. 2. **AI Agent** - Processes the user's question and decides: - **Profit & Loss DB** – If the question is about revenue, costs, expenses, or profit. - **Balance Sheet DB** – If the question is about assets, liabilities, or equity. 3. **PostgreSQL Query Nodes** - - **P_L_Reports** queries the `financial_agent_pl_reports` table. - **Balance_Sheets** queries the `financial_agent_balancesheets` table. 4. **AI Model (OpenAI)** - Uses `gpt-4.1-nano` to interpret results and provide an easy-to-read answer. 5. **Memory Buffer** - Keeps recent conversation context for a smoother chat experience. 6. **Table Output** - Always formats the results as a **clean, readable table** with two decimal precision. --- ## How to set up 1. **Prepare Your Databases** - Feed your Profit & Loss and Balance Sheet data into **PostgreSQL**. - Ensure the correct table structures are used: - **financial_agent_pl_reports** – P&L data. - **financial_agent_balancesheets** – Balance Sheet data. 2. **Configure the PostgreSQL Nodes** - Add connection credentials for both databases. - Link **P_L_Reports** and **Balance_Sheets** nodes to the correct tables. 3. **Set Up the AI Agent** - Paste the provided **system message** into the AI Agent node (already configured in your workflow). 4. **Connect the Nodes** - Ensure **Chat Trigger → AI Agent → DB Nodes → AI Model** connections match your workflow. 5. **Deploy** - Save and activate the workflow. - Start sending finance-related queries to test. --- ## Requirements - **n8n** (latest version recommended) - **PostgreSQL databases** with: - `financial_agent_pl_reports` table (P&L data). - `financial_agent_balancesheets` table (Balance Sheet data). - **OpenAI API credentials** with access to `gpt-4.1-nano`. - **Active Webhook/Chat Trigger** for receiving queries. --- ## How to customize - **Expand AI Instructions** - Add more rules in the system message for different data sources or formatting styles. - **Change AI Model** - Switch to a different OpenAI model for faster or more accurate results. - **Add More Databases** - Connect extra financial datasets, e.g., cash flow, sales analytics. - **Enhance Table Styling** - Use Markdown or HTML formatting for richer outputs. - **Refine Query Logic** - Modify filtering logic to better match your reporting needs.
n8n$4.99Automated Daily Exchange Rate Email Newsletter
Receive daily updates on currency exchange rates directly to your inbox with this automated workflow. It fetches the latest rates for selected currency pairs and sends them in a formatted email, keeping you informed without manual effort.
Make$4.99Currency Converter via Webhook Using ExchangeRate.host
This n8n template allows you to perform real-time currency conversions by simply sending a webhook request. By integrating with the ExchangeRate.host API, you can get up-to-date exchange rates for over 170 world currencies, making it an incredibly useful tool for financial tracking, e-commerce, international business, and personal budgeting. --- ## How it works - Receive Conversion Request Webhook: This node acts as the entry point for the workflow, listening for incoming POST requests. It's configured to expect a JSON body containing: - from: The 3-letter ISO 4217 currency code for the source currency (e.g., USD, PHP). - to: The 3-letter ISO 4217 currency code for the target currency (e.g., EUR, JPY). - amount: The numeric value you want to convert. **Important:** The ExchangeRate.host API access_key is handled securely by n8n's credential system and should not be included in the webhook body or headers. - Convert Currency: This node makes an HTTP GET request to the ExchangeRate.host API (api.exchangerate.host). It dynamically constructs the URL using the from, to, and amount from the webhook body. Your API access key is securely retrieved from n8n's pre-configured credentials (HTTP Query Auth type) and automatically added as a query parameter (access_key). The API then performs the conversion and returns a JSON object with the conversion details. - Respond with Converted Amount: This node sends the full currency conversion result received from ExchangeRate.host back to the service that initiated the webhook. --- ## Who is it for? ### This workflow is ideal for: - E-commerce Platforms: - Display prices in local currencies on the fly for international customers. - Convert incoming international payments to your local currency for accounting. - Calculate shipping costs in different currencies. - Financial Tracking & Budgeting Apps: - Update personal or business budgets with converted values. - Track expenses incurred in foreign currencies. - Automate portfolio value conversion for multi-currency investments. - International Business & Freelancers: - Generate invoices in a client's local currency based on your preferred currency. - Quickly estimate project costs or earnings in different currencies. - Automate reconciliation of international transactions. - Travel Planning: - Convert travel expenses from one currency to another while abroad. - Build simple tools to estimate costs for trips in different countries. - Data Analysis & Reporting: - Standardize financial data from various sources into a single currency for unified reporting. - Build dashboards that display converted financial metrics. - Custom Integrations: - Connect to CRMs, accounting software, or internal tools to automate currency-related tasks. - Build chatbots that can answer currency conversion queries. --- ## Data Structure When you trigger the webhook, send a POST request with a JSON body structured as follows: ``` { "from": "USD", "to": "PHP", "amount": 100 } ``` The workflow will return a JSON response similar to this (results will vary based on currencies and amount): ``` { "date": "2025-06-03", "historical": false, "info": { "rate": 58.749501, "timestamp": 1717398188 }, "query": { "amount": 100, "from": "USD", "to": "PHP" }, "result": 5874.9501, "success": true } ``` --- ## Setup Instructions - Get an ExchangeRate.host Access Key: - Go to https://exchangerate.host/ and sign up for a free API key. - Create an n8n Credential for ExchangeRate.host: - In your n8n instance, go to Credentials. - Click New Credential and search for HTTP Query Auth. - Set the Name (e.g., ExchangeRate.host API Key). - Set API Key to your ExchangeRate.host access key. - Set Parameter Name to access_key. - Set Parameter Position to Query. - Save the credential. - Import Workflow: - In your n8n editor, click Import from JSON and paste the provided workflow JSON. - Configure ExchangeRate.host API Node: - Double-click the Convert Currency node. - Under Authentication, select Generic Credential Type. - Choose HTTP Query Auth as the Generic Auth Type. - Select the credential you created (e.g., ExchangeRate.host API Key) from the dropdown. - Configure Webhook Path: - Double-click the Receive Conversion Request Webhook node. - In the Path field, set a unique and descriptive path (e.g., /convert-currency). - Activate Workflow: - Save and activate the workflow. --- ## Tips This workflow is a powerful starting point. Here's how you can make it even more robust and integrated: - Robust Error Handling: - Add an IF node after Convert Currency to check {{ $json.success }}. If false, branch to an Error Trigger node or send an alert (e.g., Slack, Email) with {{ $json.error.info }} to notify you of API issues or invalid inputs. - Include a Try/Catch block to gracefully handle network issues or malformed responses.
n8n$4.99AI-Powered Financial Chart Analyzer | OpenRouter, MarketStack, macOS Shortcuts
The **AI-Powered Financial Chart Analyzer** is a cutting-edge automation tool that streamlines financial analysis using n8n workflows, AI agents, and **MacOS Shortcuts**. It enables users to capture, process, and analyze candlestick charts for both **stocks and cryptocurrencies**. By integrating powerful tools like **ChatGPT-4-mini** (via **OpenRouter**), **MarketStack**, and **SerpAPI**, this automation provides real-time market insights, technical analysis, and AI-driven stock trend predictions. [](https://youtu.be/CeEysWsV8RQ?si=EXxjmzF3ofXJa7Q9) ### Workflow 1. The Webhook node will receive image data from a macOS shortcut in Base64 format. 2. The Convert to File node will convert the Base64 image into a binary file. 3. The AI Agent node will process the binary image. It utilizes OpenRouter, Windows buffer memory, MarketStack, and the SerpAPI tool. 4. Remember to use a model capable of processing images; otherwise, the workflow will throw an error. 5. We use the MarketStack tool to fetch the latest stock data; however, it is rarely used. 6. SerpAPI is used for market research, such as news and insights about stocks. 7. Finally, the Markdown node converts Markdown to HTML. 8. The response is then sent to the Webhook. ### Use Case **Traders & Investors:** Quickly analyze candlestick charts and identify trading opportunities. **Financial Analysts:** Automate chart interpretation and data aggregation for in-depth reports. **AI & Automation Enthusiasts:** Experiment with AI-driven financial workflows using n8n. **Business Owners:** Gain real-time stock insights to make informed investment decisions. ### Setup Instructions **Install MacOS Shortcut** - Download the MacOS Shortcut provided with this product and double-click on it to install. - If you don't have the Shortcuts app (parent app) installed, first download it from the App Store, then follow Step 1. **Set Up Workflow** - Import the n8n workflow provided with this product. **Set Up Credentials** **Webhook Authentication** - Create an API key (you can use a key generation tool or simply use a custom string). - Add the API key to your n8n Webhook and MacOS Shortcut. - If you prefer not to use authentication, remove it from both the n8n Webhook and the MacOS Shortcut. **OpenRouter API Setup** - Get a free API key from OpenRouter and add it to your workflow. - Free API keys have usage limits. - OpenRouter provides multiple models—ensure that the selected model supports image processing. **MarketStack API Setup** - Get a free API key from MarketStack and use it in your workflow. - Free API keys have usage limits. **SerpAPI Setup** - Get a free API key from SerpAPI and use it in your workflow. - Free API keys have usage limits. ### Disclaimer This tool is designed for educational and informational purposes only. The AI-generated insights should not be considered as financial advice. Users should conduct their own research before making investment decisions. AgentsOps is not responsible for any financial losses incurred from using this automation.
n8n$9.99Automate Multi-Broker Portfolio Tracking with Google Sheets and Telegram Alerts
Streamline your investment tracking across multiple brokers with real-time updates and alerts via Telegram. This workflow integrates Google Sheets and Telegram to provide a comprehensive view of your financial portfolio, offering scheduled and on-demand updates.
n8n$9.99Voice-Controlled Expense Tracker with Siri, AI, and Google Sheets
What It Does: This project lets you talk to Siri (via Apple Shortcuts) and record or query your daily spending. The shortcut sends your message to an n8n Webhook, which uses AI to decide whether it's for writing or reading finance data, then replies with a human-friendly message - all powered by n8n + AI + Google Sheets. --- **PAR 1: n8n Setup** 1. Create a Webhook trigger in n8n - Add a node: Webhook - Set HTTP Method: POST - Set Path: siri-finance - Enable “Respond to Webhook” = “Yes” 2. Add AI Agent Node (e.g., OpenAI, Ollama, Gemini) - Use system prompt like: "You are a finance assistant. Decide if the user wants to record or read transactions. If it's recording, return a JSON object with date, type, name, amount, and expense/income. If it's reading, return date range and type (Expense/Income). Always reply with a human-friendly summary." - Input: {{ $json.text }} (from webhook) - Output: structured json.output 3. (Optional) Add Logic to write to DB / Supabase / Google Sheets - Append tool: Adds a new row - Read tool: Queries past data - Now your n8n flow is ready! --- **PAR 2: iOS Shortcut Setup** 1. Create a new Shortcut - Name it: Siri Finance Bot (or Finance Bot) - Add Action: Ask for Input - Prompt: "What would you like to record or query?" - Input Type: Text - Add Action: Get Contents of URL - Method: POST - URL: https://your-n8n-domain/webhook/siri-finance - Headers: Content-Type: application/json - Request Body: ``` { "text": "Provided Input" } ``` - Replace "Provided Input" with Magic Variable “Input Result” 2. Show Result - Add Action: Show Result - Content: Get Contents of URL 3. Optional: Add “Speak Text” - If you want Siri to speak it back, add Speak Text after Show Result. --- **Example Usage** You: "Hey Siri, log expense $50 for coffee" Siri: "Logged expense: Coffee $50" Or You: "Hey Siri, what's my total expense for July?" Siri: "Total expense for July: $7684.64" --- **Files to Share** You can package the following: - .shortcut file export - Sample n8n workflow .json - Optional Supabase schema / Google Sheet template --- **Tips for Newcomers** - Keep your Webhook public but protect with a token if needed. - Ensure you handle emoji and newline safely for iOS compatibility. - Add logging nodes in n8n to help debug Siri messages. --- **Optional Project Name** "Siri Finance Bot" / "Finance VoiceBot" A simple voice-first way to manage your daily expenses.
n8n$9.99AI-Driven Financial Chart Analysis and Automated Reporting
Utilize AI to perform comprehensive financial chart analysis and receive detailed reports via email. This workflow integrates AI vision and reasoning capabilities for informed trading insights.
n8n$14.99Automated AI-Driven Stock and Crypto Analysis with Google Gemini
Leverage AI to perform comprehensive technical analysis on stocks and cryptocurrencies, providing actionable insights and trading strategies.
n8n$4.99Automate Microsoft Excel Data Retrieval with N8N
This workflow is designed to streamline the data retrieval process from Microsoft Excel, allowing users to automate their repetitive tasks with ease. By utilizing the N8N platform, it enables users to execute a manual trigger that will initiate th...
n8n$13.04Automate US Stock Portfolio Management with Telegram and AI-Driven Reports
This workflow automates US stock portfolio management by integrating Telegram for interactive management and AI for generating detailed weekly reports. It leverages OpenAI, Perplexity AI, and PDFco for comprehensive analysis and report delivery.
n8n$24.99Automate Tesla Candlestick Pattern Detection with AI
Utilize AI to detect key candlestick reversal patterns and volume divergence for Tesla (TSLA) using real-time OHLCV data. This workflow enhances trading decisions by identifying signals such as Doji, Engulfing, and volume anomalies.
n8n$9.99Learn Anything, Write Books & Design Curricula with AI
AI-powered n8n workflow to master any topic, outline books, and create detailed curricula, auto-organizing everything into Notion.
n8n$24.99eBay Enhances Data Access for AI Agents with MCP Server Integration
Need help? Want access to this workflow + many more paid workflows + live Q&A sessions with a top verified n8n creator? [Join the community](https://www.skool.com/beyond-nodes-automation-lab-2006/about) Complete MCP server exposing 7 eBay Finances API operations to AI agents. ## Quick Setup 1. **Import** this workflow into your n8n instance 2. **Credentials** Add eBay Finances API credentials 3. **Activate** the workflow to start your MCP server 4. **Copy** the webhook URL from the MCP trigger node 5. **Connect** AI agents using the MCP URL ## How it Works This workflow converts the eBay Finances API into an MCP-compatible interface for AI agents. - **MCP Trigger**: Serves as your server endpoint for AI agent requests - **HTTP Request Nodes**: Handle API calls to https://apiz.ebay.com{basePath} - **AI Expressions**: Automatically populate parameters via `$fromAI()` placeholders - **Native Integration**: Returns responses directly to the AI agent ## Available Operations (7 total) - **Payout GET** /payout: List seller payouts with filters - **GET** /payout/{payout_Id}: Get single payout details - **Payout_Summary GET** /payout_summary: Show payout totals by status - **Seller_Funds_Summary GET** /seller_funds_summary: View pending/unreleased funds - **Transaction GET** /transaction: Search monetary transactions - **Transaction_Summary GET** /transaction_summary: Get transaction totals + holds - **Transfer GET** /transfer/{transfer_Id}: Retrieve eBay reimbursement details ## AI Integration **Parameter Handling**: AI agents automatically provide values for: - Path parameters and identifiers - Query parameters and filters - Request body data - Headers and authentication **Response Format**: Native eBay Finances API responses with full data structure **Error Handling**: Built-in n8n HTTP request error management ## Usage Examples Connect this MCP server to any AI agent or workflow: - **Claude Desktop**: Add MCP server URL to configuration - **Cursor**: Add MCP server SSE URL to configuration - **Custom AI Apps**: Use MCP URL as tool endpoint - **API Integration**: Direct HTTP calls to MCP endpoints ## Benefits - **Zero Setup**: No parameter mapping or configuration needed - **AI-Ready**: Built-in `$fromAI()` expressions for all parameters - **Production Ready**: Native n8n HTTP request handling and logging - **Extensible**: Easily modify or add custom logic > **[Free for community use](https://github.com/Cfomodz/community-use)!** Ready to deploy in under 2 minutes.
n8n$9.99Stickynote Automation Workflow for Ollama LLM Routing
Automates the creation of sticky notes based on chat messages received, integrating with Ollama LLM.
n8n$4.99Automated Finance Workflow: Splitout and Trigger Redis Operations
Efficiently manage finance-related workflows by automating splitout processes and triggering Redis operations.
n8n$12.99AI-Powered Email Categorization and Routing
Automatically categorizes incoming Gmail emails using AI, logs them to a spreadsheet, and routes to the appropriate team or person based on content like new clients, finance, or collaborations.
n8n$14.99IT Support Chatbot Using Existing Portal Search
Build a simple AI-powered support chatbot that leverages your existing support portal's search API, avoiding complex vector stores or data duplication for easy maintenance.
n8n$14.99Item Matching Workflow for Customer Data Management
The Item Matching Workflow is designed to streamline the process of managing customer data by automating the retrieval and manipulation of data items. Utilizing n8n's powerful workflow automation tools, this workflow allows users to efficiently ma...
n8n$9.99Get-URI: Universal Readable Stream from Any URI
Creates a readable stream from HTTP, HTTPS, FTP, file, or data URIs for seamless data fetching in n8n workflows. Supports diverse protocols for flexible automation.
n8n$9.99Add New WooCommerce Customers to Mautic (Create/Update)
Triggers on new or updated WooCommerce customers, checks if they exist in Mautic by email, then creates or updates the contact accordingly.
n8n$12.99Translate RSS Feeds to Chinese Tweets via ChatGPT
Automates translating new RSS feed items (e.g., NYT Science) into engaging Chinese tweets with emojis using ChatGPT, then posts directly to Twitter.
n8n$9.99AI-Powered Client Inquiry Auto-Reply with Slack Approval
Automates instant, AI-generated email replies to customer inquiries via Gmail trigger, with Slack human approval to ensure quality and boost sales conversions.
n8n$19.99
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