n8n
Stripe + Google Sheets: tax summaries ready to file
Stripe tax totals sync into Google Sheets with a clean jurisdiction breakdown, while Slack confirmations…
Finance & Accounting Workflows
Automate invoices, expenses, reconciliations, and reporting with ready-to-run n8n workflows. Reduce manual entry, catch errors faster, and close the books with less stress.
These Finance & Accounting workflows are built for business owners, ops managers, agencies, and freelancers who are tired of chasing receipts, copying numbers, and fixing spreadsheet mistakes. Automate invoice capture, expense approvals, payment matching, and month-end reporting so you can close faster, stay audit-ready, and keep cash flow visible. Ideal when you’re juggling multiple clients, entities, or tools and need clean, consistent data without more headcount.
📊 About Finance & Accounting
AI automation for Finance & Accounting uses n8n plus tools like OpenAI to read documents, classify transactions, and trigger the next step automatically. In this category you’ll find workflows for invoice OCR, expense tracking, payment reconciliation, and bookkeeping sync. The payoff is practical: fewer hours on data entry, faster approvals, cleaner ledgers, and better reporting. Honestly, it also reduces the “where did this number come from?” conversations that slow teams down.
How does Finance & Accounting automation work?
Finance & Accounting automation connects your tools so money-related tasks run in a repeatable flow. For example, an invoice arrives in Gmail, the PDF is saved to Google Drive, key fields are extracted (often with AI), then the transaction is created in QuickBooks Online and logged to Google Sheets. If something looks off, the workflow can request approval in Slack or email. You get fewer manual steps, better consistency, and an audit trail you can actually follow later.
Do I need technical skills to automate Finance & Accounting?
Usually, no. If you can follow a checklist and connect accounts, you’ll be fine.
How much time can automation save for Finance & Accounting?
It depends on volume, but teams commonly save about 2 hours a week per client or business unit just by removing re-keying and follow-ups. Invoice capture and expense categorization are often the biggest wins because they’re repetitive and interruption-heavy. Reconciliation also gets faster when payments are automatically matched and exceptions are flagged. Frankly, the bigger benefit is fewer errors and fewer late nights during month-end close.
What do I need to get started with these workflows?
Start with access to the apps you already use (for example QuickBooks Online, Stripe, Gmail, Google Drive, and Google Sheets) and an n8n workspace. You’ll connect accounts, choose where source documents live, and define a few simple rules like categories, client IDs, or approval thresholds. Most workflows include test steps so you can run a few sample invoices before going live. If you handle sensitive data, set least-privilege permissions and keep logs enabled for traceability.
n8n
Stripe to Gmail, receipts sent and logged in Sheets
Paid Stripe invoices become Gmail receipt emails with a PDF attached. Your Google Sheets ledger…
n8n
Stripe to Google Sheets, disputes logged and emailed
Stripe disputes log into Google Sheets and trigger Gmail notices. Keep your ledger accurate and…
n8n
Stripe + Slack: dispute alerts your team acts on
Get Stripe dispute alerts in Slack and auto create ClickUp tasks with owners and due…
n8n
Stripe to Google Sheets, deals close when invoices pay
Paid Stripe invoices update your Google Sheets CRM tracker automatically. No stale stages or duplicates.…
n8n
Airtable to Stripe, B2B invoices sent accurately
Turn paid Airtable orders into finalized Stripe invoices and log each one in Google Sheets.…
n8n
Stripe to Google Calendar, never miss invoice due dates
Stripe draft invoices appear as Google Calendar reminders, without duplicates. Track what is due soon…
n8n
Stripe + Airtable: catch duplicates, alert in Slack
Find duplicate Stripe customers and log matches to Airtable, with a clear Slack summary for…
n8n
Stripe to Slack, clear revenue reports without busywork
Stripe charges and refunds roll into a clean Slack report. Track net revenue, MRR and…
n8n
Gmail + Google Sheets: invoice approvals, logged clean
Invoices from Gmail and Google Drive get captured, approved by email, and logged in Google…
🔓 Unlock All 10,000+ Templates Free
Get instant access to every AI workflow and prompt. One email, full access.
Join 5,000+ automation pros. No spam.