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6 ready-made templates

Finance & Accounting n8n Workflow Templates

n8n finance workflows for invoices, expenses, payments, receivables, reconciliation, and reporting. Compare each workflow's logic, integrations, requirements, and pricing before choosing a template or requesting installation.

Browse finance & accounting workflows

Each workflow runs in your own n8n environment and can be adapted to your fields, rules, prompts, and connected accounts.

Finance & Accountingbestseller

AI Invoice Data Extractor & Logger

Extract data from any invoice PDF automatically and log it to your accounting system — zero manual data entry.

  • GPT-4o Vision
  • QuickBooks API
  • Xero API
  • Google Drive
From $89View workflow
Finance & Accountingpopular

AI Expense Report Categorizer

Automatically categorize, code, and route employee expense reports — approve eligible expenses in hours instead of days.

  • GPT-4o Vision
  • Expensify
  • QuickBooks
  • Slack
From $79View workflow
Finance & Accountingrecommended

Automated Financial Report Generator

Generate a complete management financial report — P&L, cash flow, KPIs, and AI narrative — automatically at month-end.

  • GPT-4o-mini
  • QuickBooks API
  • Xero API
  • Looker Studio
From $89View workflow
Finance & Accountingbestseller

Automated Payment Reminder Bot

Recover outstanding invoices faster with a smart, escalating payment reminder sequence that's polite, persistent, and personalized.

  • QuickBooks API
  • Stripe
  • SendGrid
  • Slack
From $79View workflow
Finance & Accountingnew

Vendor Statement Reconciler

Automatically reconcile vendor statements against your purchase ledger and identify discrepancies — in minutes.

  • GPT-4o Vision
  • QuickBooks API
  • Xero API
  • Google Sheets
From $79View workflow

Choosing a template

Start with the workflow whose trigger and final destination already match your process. Check the integrations and requirements on its page, then plan any field mapping or service substitutions before import.

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Adjacent workflows can be combined into a larger automation. A free audit can map the handoffs before any build work begins.

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Lead Generation

n8n lead generation workflows for prospect research, qualification, routing, enrichment, outreach, and follow-up.

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Email Automation

Ready-made n8n email automation templates for campaigns, inbox management, follow-ups, list hygiene, and reply handling.

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WhatsApp

n8n WhatsApp automation workflows for support, lead qualification, appointment reminders, broadcasts, and order updates.

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CRM

n8n CRM workflow templates for contact enrichment, activity logging, pipeline updates, data quality, and customer health tracking.