Automated Multi-Period Financial Reports from Google Sheets with AI

This n8n workflow automates the creation of comprehensive financial reports by pulling structured transaction data (Date, Amount, Type) from Google Sheets. It processes data for multiple periods—current, previous month, and prior year—segmenting and pivoting revenue by classifications, aggregating totals, and merging into a unified JSON report. An AI agent, powered by DeepSeek (or compatible LLMs like OpenAI), analyzes the data to provide summaries, insights, and business recommendations.

Key benefits include time-saving automation of manual reporting, enabling quick comparisons for decision-making, and scalable AI-driven analysis without coding. It's ideal for small businesses, finance teams, or marketers tracking campaign ROI through revenue/expense tracking.

Use cases: Monthly financial reviews, year-over-year performance analysis, contest budgeting in marketing (e.g., tracking promo expenses vs. revenue), or custom KPI dashboards. Customize for quarterly/weekly cycles, add forecasting, or integrate with chat interfaces for on-demand queries.

Setup requires Google Sheets OAuth, AI API credentials, and a sub-workflow ID. Troubleshooting focuses on sheet permissions and structure compliance.