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Gmail + Google Sheets, tax forecasts delivered monthly
Consolidate revenue, generate a tax projection, email it via Gmail, and log it in Google…
Financial Reporting & Dashboards Workflows
Browse 187 Financial Reporting & Dashboards automation workflows
n8n
CurrencyFreaks to WhatsApp, daily FX alerts sent
CurrencyFreaks rates arrive via email and WhatsApp automatically. One trusted source for your team. Fewer…
n8n
OpenAI + Gmail, catch revenue anomalies before month end
OpenAI reviews revenue lines and flags anomalies, then Gmail sends a compliance brief. Fewer manual…
n8n
PostgreSQL to QuickChart, instant charts from questions
Ask business questions in plain English and get PostgreSQL results plus a QuickChart link. Cut…
n8n
Google Sheets + Gmail for stress free quarterly taxes
Pull revenue and expenses into Google Sheets, then send Gmail alerts for anomalies, deadlines, and…
n8n
YNAB + Discord: cleaner transaction categories fast
YNAB transactions get categorized consistently and flagged for review, with a clear Discord recap. Less…
n8n
Mindee + Slack: invoice totals captured and routed
Invoice emails get read by Mindee and posted to Slack with the total. High value…
n8n
Stripe + Google Drive: tax-ready reports, filed fast
Bring Stripe revenue into one tax-ready report and archive it in Google Drive. Fewer reconciliation…
n8n
OneDrive + OpenAI: underwriting summaries from PDFs
Borrower docs in OneDrive become clear underwriting summaries with OpenAI. Cut rechecking and missed details.…
n8n
Google Calendar to Email, payroll absence summary ready
Pull Holiday and Illness events from Google Calendar into one Email absence digest. Fewer payroll…
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