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Finance

Free n8n finance workflow templates: invoices, expenses, payments and reports processed automatically. Import one or have BULDRR AI build it.

N8N TEMPLATES · 40
  • Automate Bank Statement Q&A with n8n and Mistral AI

    This workflow monitors local bank statement files, syncs them to Qdrant vector storage, and enables AI-powered Q&A with Mistral. Automate file changes and keep your document AI agent updated effortlessly.

    Vikash Kumar · 2 April 2026

  • Automate Google Stock Earnings Analysis with n8n RAG Workflow

    This n8n workflow automates the analysis of Google's last three quarters earnings reports using a Retrieval-Augmented Generation (RAG) approach. By integrating Google Sheets, Drive, Pinecone, and AI tools, it saves hours of manual report compilation and provides precise financial insights quickly.

    Vikash Kumar · 2 April 2026

  • Automate Email Invoice Saving to Nextcloud with n8n

    This n8n workflow solves the tedious task of manually downloading email invoice attachments and organizing them in Nextcloud. It automatically extracts attachments from IMAP emails, sanitizes filenames, and uploads them to specific dated folders, saving hours of manual effort and reducing errors.

    Vikash Kumar · 1 April 2026

  • Automate Purchase Order Processing with n8n and AI

    Eliminate tedious manual data entry from purchase order XLSX attachments using this n8n workflow with Outlook, AI extraction, and validation. Automate PO processing to save hours weekly and reduce costly errors.

    Vikash Kumar · 31 March 2026

  • Automate Expense Tracking with n8n, Google Sheets & AI Agent

    This workflow transforms messy expense messages into structured data saved in Google Sheets using n8n and an AI agent. It solves manual entry errors and saves hours weekly for anyone tracking expenses via chat.

    Vikash Kumar · 31 March 2026

  • Automate Bank & Credit Card Spend Extraction with n8n & Gmail

    Struggling with manual entry of bank and credit card spend details from emails? This n8n workflow automates parsing invoice and payment emails from Gmail, extracting spend info with AI, and logging to Google Sheets for accurate and time-saving finance tracking.

    Vikash Kumar · 29 March 2026

  • Automate Invoice Data Extraction with n8n & LlamaParse

    Tired of manually processing invoice PDFs from email? This workflow uses n8n with LlamaParse and OpenAI to automatically extract detailed invoice data and update Google Sheets, saving you hours and reducing errors.

    Vikash Kumar · 29 March 2026

  • Transcribe Bank Statements to Markdown with n8n & Google Gemini

    This n8n workflow automates the extraction of deposit data from bank statement PDFs by converting scanned pages to markdown using Google Gemini vision models. It solves the challenge of extracting detailed financial information from scanned or complex PDF statements without manual effort.

    Vikash Kumar · 28 March 2026

  • Automate Stock Portfolio Updates with n8n and Baserow

    This workflow automatically pulls investment stock data from Tradegate, updates your Baserow portfolio, and sends you a detailed HTML email report. Save time, avoid manual errors, and get up-to-date portfolio insights every weekday morning with n8n automation.

    Vikash Kumar · 27 March 2026

  • Automate Monthly Stripe Invoice PDFs to AWS S3 with n8n

    Learn how to automatically sync your monthly Stripe invoice PDFs to an AWS S3 bucket with a timestamped folder structure using n8n. This workflow saves you hours each month by securely organizing and uploading invoices without manual downloads.

    Vikash Kumar · 27 March 2026

  • Automate Crypto Data Insights with CoinMarketCap AI Agent in n8n

    Discover how to automate cryptocurrency data queries using the CoinMarketCap Crypto Agent in n8n. This workflow leverages live API tools to deliver real-time price data, market rankings, and conversions, streamlining your crypto research efficiently.

    Vikash Kumar · 27 March 2026

  • Extracting Credit Card Spend Details with n8n and AI Automation

    This workflow automates extraction of detailed credit card spend and payment data from Gmail emails, using AI to parse PDFs and HTML content into structured entries and record them in Google Sheets, saving hours of manual accounting work.

    Vikash Kumar · 25 March 2026

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