AI-Powered Multi-Period Financial Comparison from Google Sheets

This n8n workflow streamlines financial reporting by pulling transaction data from Google Sheets, segmenting it into current period, last month, and last year categories, and generating pivoted summaries with totals. An integrated AI agent, powered by DeepSeek, analyzes the aggregated data to produce concise business reports, all triggered via a chat interface for easy user interaction.

Key benefits include time-saving automation of manual Excel analysis, enhanced decision-making through AI insights like trends and anomalies, and scalability for real estate or any financial tracking needs. It handles date-based filtering (dd/MM/yyyy format) and custom classifications, merging results into a unified JSON report for further use.

Ideal use cases: Real estate investors comparing rental income/expenses over time, business analysts monitoring revenue cycles, or teams needing quick period-over-period financial snapshots. Customize by swapping AI models, adjusting periods (e.g., quarterly), or adding forecasting.