n8n Finance Analytics Business Intelligence
Contributed by Sabrina Ramonov 🍄. From the community directory at agents.sabrina.dev, republished with permission and full credit.
AI-Powered Business Performance Reporting Automation
Unlock executive-level insights with ZERO manual work! This n8n template empowers you to automate your entire monthly business performance reporting using dynamic SQL queries, AI-driven analysis, and beautiful HTML dashboards, all delivered directly to your inbox.
What This Automation Does
Triggers automatically every month (5th of each month)
Fetches financial data from SQL (ERPNext or any database)
Loops over cost centers to analyze each business unit individually
Generates Profit & Loss reports, WIP, Employee stats, and vertical breakdowns
Uses Google Gemini 2.5 AI to perform advanced financial analysis
Delivers a polished HTML report to your email inbox
Fully modular, replace data source with Excel, Google Sheets, or APIs
Step-by-Step Video Tutorial
Watch the full tutorial on YouTube:
Learn how each node works and see the AI-generated report in action.
Useful Links
Sign up for n8n Cloud (recommended for non-tech users):
https://n8n.syncbricks.com
Download the step-by-step Guidebook (Free):
https://lms.syncbricks.com/books/n8n
Explore the full course on n8n (includes templates, workflows, and AI integrations):
https://lms.syncbricks.com/courses/n8n
Requirements
n8n (Self-hosted or Cloud)
SQL Database (MySQL / PostgreSQL / ERPNext)
Microsoft Outlook or Gmail (to send the report)
Gemini API Key (for AI analysis)
Basic understanding of your data schema
Why Use This Template?
⏱ Saves 2-3 days of manual work every month
Improves financial visibility across business units
Great for CFOs, COOs, Finance Analysts, and BI teams
Scales across multiple divisions and companies
Leverages AI for actionable insights and recommendations
Customize It Your Way
Replace the SQL nodes with:
- Excel / Google Sheets
- Airtable / APIs
- Custom Applications
Swap the AI model:
- OpenAI GPT
- Claude
- DeepSeek
Adjust the report structure or HTML style
Get Started Now
Import the JSON template Connect your data Receive business insights via email.
Don’t let manual reporting slow down your decision-making.
Sign up for n8n Cloud
Learn n8n with Amjid
Download Guide
Created by Amjid Ali | SyncBricks, Automation for Everyone
Tools used: Google Gemini, SQL, Microsoft Outlook
Download the workflow template (JSON)
Want this running in your business? KOBA42 builds and operates automations like this one.