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    Finance Workflows

    Financial management and accounting workflows

    • Currency 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.

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  1. AI-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. [![Video thumbnail](https://img.youtube.com/vi/CeEysWsV8RQ/maxresdefault.jpg)](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.

    n8nFree
  2. Automate 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.

    n8nFree
  3. Automate 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.

    n8nFree
  4. Voice-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.

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  5. Chat-Based Financial Analysis of P&L and Balance Sheets with GP-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.

    n8nFree
  6. Automate 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.

    n8nFree
  7. 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.

    n8nFree
  8. Automate 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$13.04
  9. Automated 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.

    n8nFree
  10. Automate 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.

    n8nFree
  11. Automated 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.

    MakeFree
  12. AI-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.

    n8nFree
  13. Create 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. he 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. he ypeform 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.

    MakeFree
  14. Server-Sent Events Trigger Workflow

    The Server-Sent Events (SSE) Trigger Workflow is designed to receive real-time updates from a server, making it an essential tool for applications that require immediate data processing. By leveraging the SSE protocol, this workflow can efficientl...

    n8n$6.99
  15. AI Chatbot: Long-Term Memory & Dynamic Tool Routing

    Empower AI chatbots with persistent memory via Google Docs, dynamic task routing, and multi-channel notifications through Gmail/Telegram for smarter, context-aware interactions.

    n8n$24.99
  16. Automate Slack Notifications for Suspicious HubSpot Contacts

    This workflow automates the process of notifying your team via Slack when a new HubSpot contact with a suspicious email address is created.

    n8n$6.96
  17. MailChimp Campaign Insights Delivered to Your Inbox

    This workflow automates the retrieval of MailChimp campaign statistics, sending critical insights directly to your inbox. By fetching data on campaigns sent within the last week, users can keep track of their email marketing performance without ma...

    Make$12.99
  18. Seamless HubSpot to Instantly Sync Automation

    This workflow enables users to effortlessly sync HubSpot contacts into Instantly campaigns, streamlining the marketing process. By using a manual or scheduled trigger, users can activate the workflow to ensure that their leads are always up-to-dat...

    n8n$14.99
  19. Automated Member Management Workflow for Orbit Integration

    This workflow automates the process of creating a new member in Orbit, updating their information, and adding relevant notes and posts. By streamlining these operations, users can efficiently manage member data without manual input, reducing the r...

    n8n$10.26
  20. Automate HubSpot and Pipedrive Updates with Cron Scheduling

    This workflow automates the synchronization of contact data between HubSpot and Pipedrive, triggered by a cron schedule.

    n8n$19.99
  21. Restaurant Daily Insights: Sales, Waste & Feedback AI Email Summary

    Automates fetching daily sales, waste, and feedback from Google Sheets, generates Gemini AI insights, merges into a report, and creates an email draft for scheduled delivery.

    n8n$22.99
  22. Send Telegram Messages on RSS Feed Updates

    This workflow automates the process of sending Telegram messages whenever a new entry is detected in a specified RSS feed. By leveraging the capabilities of n8n, the workflow reads the RSS feed at regular intervals and checks if there are any new ...

    n8n$9.99
  23. AI-Powered Image Retrieval Workflow for Marketing Teams

    This workflow leverages AI to streamline the image retrieval process for marketing teams. By integrating with Google Sheets and OpenAI's GPT-4.1 Mini, it allows users to query an image database efficiently. The workflow is designed to enhance prod...

    n8n$19.99
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