AcademyWorkflowsFinance

Monthly Financial Reports with Gemini, SQL and Outlook

Finance and management teams that want a recurring performance report per business unit delivered to their inbox.

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  • 13,715views on n8n

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generate-monthly-financial-reports-with-gemini-ai-sql-and-outlook.json

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What it does

An n8n workflow that runs each month, pulls financial data from a SQL database such as ERPNext, and loops over cost centers. Gemini analyzes profit and loss and other breakdowns, and an HTML report is sent by email through Outlook.

Use cases

  1. 01Send a profit and loss summary per cost center each month
  2. 02Add AI written analysis to recurring financial reports
  3. 03Swap the data source for Excel, Sheets or an API

Connects

MySQL · Microsoft Outlook · Code · HTML · AI Agent · Calculator · Google Gemini Chat Model · Think Tool

Questions about
Monthly Financial Reports with Gemini, SQL and Outlook.

What is Monthly Financial Reports with Gemini, SQL and Outlook used for?

Finance and management teams that want a recurring performance report per business unit delivered to their inbox. An n8n workflow that runs each month, pulls financial data from a SQL database such as ERPNext, and loops over cost centers. Gemini analyzes profit and loss and other breakdowns, and an HTML report is sent by email through Outlook.

How do I import Monthly Financial Reports with Gemini, SQL and Outlook into n8n?

Copy the workflow JSON from this page and paste it onto the n8n canvas with Ctrl+V or Cmd+V. Then connect your credentials in each node.

Is Monthly Financial Reports with Gemini, SQL and Outlook safe to use?

It passed our automatic scan for credential theft, hidden instructions and risky install commands. Third party open source software. Sabemos AI does not maintain it. Check the code and permissions before you connect it to company data.

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Read the guide: AI for accounting firms and gestorías ↗

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