Chat-Based P&L & Balance Sheet Analysis with GPT-4 & PostgreSQL

Enables natural language chat for financial insights from P&L and Balance Sheet PostgreSQL databases, with AI automatically selecting the right DB and formatting results as tables.

This workflow empowers finance teams, accountants, and data analysts to query Profit & Loss (P&L) and Balance Sheet data interactively via chat. A chat trigger initiates the process, and an AI agent intelligently routes questions to the appropriate PostgreSQL database: P&L data from `financial_agent_pl_reports` for revenue, costs, expenses, or profits; Balance Sheet data from `financial_agent_balancesheets` for assets, liabilities, or equity. Powered by GPT-4.1-nano, the workflow generates prec
Platform
n8n
Category
AI & Machine Learning
Price
$19.99
Creator
BestWorkflows

How to import this workflow into n8n

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

Related AI & Machine Learning workflows

More from BestWorkflows

All AI & Machine Learning workflows →All n8n workflows →

Need this deployed? We'll set it up for you.

Our automation experts deploy this workflow in your stack, connect your accounts, and verify it works — or build a custom solution from scratch.

Get It DeployedCustom Build