Generate Monthly Financial Reports with Gemini AI, SQL, and Outlook

# AI-Powered Business Performance Reporting Automation **Unlock executive-level insights with ZERO manual work!** This n8n template empowers you to automate your entire monthly business performance reporting using dynamic SQL queries, AI-driven analysis, and beautiful HTML dashboards - all delivered directly to your inbox. --- ## What This Automation Does - **Triggers automatically every month** (5th of each month) - **Fetches financial data** from SQL (ERPNext or any database) - **Loops over cost centers** to analyze each business unit individually - **Generates Profit & Loss reports**, WIP, Employee stats, and vertical breakdowns - **Uses Google Gemini 2.5 AI** to perform advanced financial analysis - **Delivers a polished HTML report** to your email inbox - **Fully modular** - replace data source with Excel, Google Sheets, or APIs  --- ## Step-by-Step Video Tutorial **Watch the full tutorial on YouTube:** [](https://youtu.be/yatQpQZLqg4) *Learn how each node works and see the AI-generated report in action.* --- ## Useful Links - **Sign up for n8n Cloud** (recommended for non-tech users): [https://n8n.syncbricks.com](https://n8n.syncbricks.com) - **Download the step-by-step Guidebook (Free)**: [https://lms.syncbricks.com/books/n8n](https://lms.syncbricks.com/books/n8n) - **Explore the full course on n8n** (includes templates, workflows, and AI integrations): [https://lms.syncbricks.com/courses/n8n](https://lms.syncbricks.com/courses/n8n) --- ## Requirements - n8n (Self-hosted or Cloud) - SQL Database (MySQL / PostgreSQL / ERPNext) - Microsoft Outlook or Gmail (to send the report) - Gemini API Key (for AI analysis) - Basic understanding of your data schema --- ## Why Use This Template? - **Saves 2-3 days of manual work every month** - **Improves financial visibility across business units** - **Great for CFOs, COOs, Finance Analysts, and BI teams** - **Scales across multiple divisions and companies** - **Leverages AI for actionable insights and recommendations** --- ## Customize It Your Way - Replace the SQL nodes with: - Excel / Google Sheets - Airtable / APIs - Custom Applications - Swap the AI model: - OpenAI GPT - Claude - DeepSeek - Adjust the report structure or HTML style --- ## Get Started Now Import the JSON template, connect your data, and receive business insights via email. Don't let manual reporting slow down your decision-making. [Sign up for n8n Cloud](https://n8n.syncbricks.com) [Learn n8n with Amjid](https://www.udemy.com/course/mastering-n8n-ai-agents-api-automation-webhooks-no-code/?referralCode=0309FD70BE2D72630C09) [Download Guide](https://lms.syncbricks.com/books/n8n) --- **Created by [Amjid Ali](https://amjidali.com) | SyncBricks - Automation for Everyone**

Platform

n8n

Category

Finance & Accounting

Price

Free

Creator

Amjid Ali

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• code
• html
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• mySql
• filter
• dateTime
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