Automate Multi-Period Financial Reporting with AI from Google Sheets

This workflow automates the generation of financial reports by comparing revenue and expenses across different periods using data from Google Sheets. It leverages AI for in-depth analysis and summarization, providing valuable insights for business reporting.

n8n

Camila Torres

42 workflows

The workflow fetches transaction data from a structured Google Sheet and uses an AI agent to analyze and summarize financial data for the current period, last month, and last year. It segments and pivots revenue data, aggregates totals, and merges summaries into a unified JSON report. Users can customize the workflow by replacing the AI model or adjusting the date comparison periods.

$14.99

Last updated October 3, 2026

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How to import this workflow into n8n

1Purchase or download the workflow to get the n8n workflow JSON file.
2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
3Open each node marked with a credential warning and connect your own accounts and API keys.
4Run the workflow once manually to verify the data flow, then toggle it to Active.

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