Are you constantly seeking ways to streamline your financial tasks? Curious about the potential of automation? Then you’ve come to the right place with this article. Today, we’re showcasing the top 5 finance automations crafted to enhance financial operations and simplify data handling for improved accuracy and efficiency.

To make the integration of these automations into your processes as smooth as possible, we’ll be focusing on solutions built on the robust n8n automation platform.

Easily accessible through its dynamic community template library, these automations are ready for you to download and implement. Simply follow the provided link to get started with the template that catches your eye.

Why n8n and its community make it easy for you to automate your SecOps workflows

n8n is a modular automation platform, available as a free open-source version or in the cloud via n8n’s own website. With n8n, even non-developers can build advanced automation (for example for Finance) and simplify many processes.

In addition, n8n has a large community of people who make their own developed templates available to the community. And that’s why it’s the best automation platform to get started quickly and at the same time have almost unlimited possibilities on how to further develop your automations.

You can either copy the templates we are about to present as JSON and transfer them to your open-source self-hosted workspace, or you can test n8n cloud and easily upload the templates directly to your workspace. You can easily test n8n cloud free of charge for 14 days.

The Best n8n Finance Automation

Extract expenses from emails and add to Google Sheets

This workflow checks a mailbox for new emails with “Expenses” or “Receipt” in the subject, sends the attachments to Mindee for processing, and updates a Google Sheet with the processed values.

Create an invoice in Google Sheets based on Typeform submission

This workflow takes data from a Typeform submission and creates an invoice in Google Sheets.

Track investments using Baserow and n8n

This workflow tracks the value of ETFs, stocks, and other exchange-traded products, compiles a daily morning briefing with up-to-date prices, and emails the information using Sendgrid.

It utilizes Baserow for investment tracking, web scraping for price updates, and JavaScript for custom email formatting.

Provide latest euro exchange rates from European Central Bank via Webhook

This workflow retrieves the latest Euro foreign exchange reference rates from the European Central Bank and responds with the expected values to incoming HTTP GET requests via a Webhook trigger.

It can return all Euro exchange rates as an array or a specific currency exchange rate as a single object.