Finance Workflows
Financial management and accounting workflows
Automate Personal Finance Tracking with Telegram and Google Sheets
Effortlessly track your expenses and income using Telegram messages and Google Sheets integration, enhanced by AI-powered categorization.
n8n$9.99Automated 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$9.99Automate Gold Price Tracking with Currency Conversion and Telegram Alerts
This workflow automatically tracks gold prices every 15 minutes, converts them into your local currency and USD, and sends detailed reports to your Telegram chat.
n8n$9.99Currency 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-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$14.99Automate Revenue Forecasting with Stripe, OpenAI, and Google Sheets
Leverage AI to transform Stripe sales data into actionable 3-month revenue forecasts, stored in Google Sheets and Supabase.
n8n$14.99Automate 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$9.99Automated 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$4.99Automate 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$9.99Automated 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 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 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$13.04Chat-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 Finance Workflow: Splitout and Trigger Redis Operations
Efficiently manage finance-related workflows by automating splitout processes and triggering Redis operations.
n8n$12.99Create draft payments for refund requests received by customers
Retrieve refund requests for orders (with bank transfer payments) and create a Revolut draft payment to initiate the refund back to the customers bank account. The setup of the template assumes you have your customers order data stored in a Google Sheets sheet. Your sheet has to include these columns: First name and Last name of the customer, Order ID, Amount and payment details. The Typeform form has to include the Order ID question. o see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if youre creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, its IBAN and BIC.
Make$3.99AI-Driven Telegram Image Processing Automation
This workflow automates image processing and communication on Telegram using AI, enhancing user engagement.
n8n$10.59Automated Product Description Generator for E-commerce Success
Streamline your e-commerce product descriptions with this automated workflow, enhancing sales and customer engagement.
n8n$8.4Automate Financial Insights with Neura Market Workflows
The Automate workflow is designed to enhance financial analysis by automating data retrieval and processing tasks. This workflow leverages advanced AI capabilities to gather and analyze information from various sources, providing users with timely...
n8n$13.09Automated Recipe Recommendation Workflow for Cooking Enthusiasts
This workflow automates the process of recommending recipes based on user preferences and dietary restrictions.
Make$19.99Automate Your Calendly Events with Triggered Workflow
The 'Automate Your Calendly Events with Triggered Workflow' is designed to streamline the management of scheduling events through Calendly. This workflow utilizes a trigger mechanism that activates based on specific events, namely when an invitee ...
n8n$16.28Automate Mautic Contact Creation from Calendly Events
Streamline your contact management by automatically creating or updating Mautic contacts when new Calendly events are triggered.
n8n$9.12Automate Email Notifications with Microsoft Outlook Webhook
The 'Automate Email Notifications with Microsoft Outlook Webhook' workflow is designed to streamline email communication by integrating Gmail and Microsoft Outlook. It automatically triggers actions based on incoming emails, facilitating timely re...
n8n$11.94Automated Video Generation with Luma AI and N8N
This workflow automates the process of generating videos through Luma AI's Dream Machine API, enabling users to create dynamic and engaging content effortlessly. By leveraging N8N's automation capabilities, it integrates multiple components to fac...
n8n$13.11Automated Manual Code Creation for Google Drive Management
Streamline your Google Drive file management with this automated workflow that simplifies folder creation and organization.
n8n$19.15
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