Chintan Prajapati
Accounting & Finance Automation Specialist • n8n Expert 🧾 15+ years automating workflows for accounting firms and finance teams using n8n across QuickBooks, Xero, NetSuite, Stripe, Bill.com, and payroll systems. 🔧 I work with Canopy, Karbon, TaxDome, DocuSign, FileInvite, Google Drive, and CRMs to build audit-friendly automations that reduce manual work and improve accuracy. 🤝 If you’re fixing a broken automation or planning one, let’s connect. 🔗 https://chintan-satva.youcanbook.me/
Templates by Chintan Prajapati
Automate bank statement and invoice reconciliation with GPT and Google Sheets
🟢 Manual Trigger Workflow starts manually to initiate the reconciliation process on demand. 📄 Fetch Invoices & Bank Statements Retrieves invoice data and bank statement data from Google Sheets for comparison. 🔀 Merge Data Combines both datasets into a single structured dataset for processing. 🧩 Format Payload for AI Function node prepares and structures the merged data into a clean JSON payload for AI analysis. 🤖 AI Reconciliation AI Agent analyzes the invoice and bank statement data to identify matches, discrepancies, and reconciled entries. 🧮 Parse AI Output Parses the AI response into a structured format suitable for adding back to Google Sheets. 📊 Update Sheets Adds the reconciled data and reconciliation results into the target Google Sheet for recordkeeping. 🧾 Prerequisites ✅ OpenAI API Credentials Required for the AI Reconciliation node to process and match transactions. Add your OpenAI API key in n8n → Credentials → OpenAI. ✅ Google Sheets Credentials Needed to read invoice and bank statement data and to write reconciled results. Add credentials in n8n → Credentials → Google Sheets. ✅ Google Sheets Setup The connected spreadsheet must contain the following tabs: Invoices – for invoice data Bank_Statement – for bank transaction data Reconciled_Data – for storing the AI-processed reconciliation output ✅ Tab Structure & Required Headers Invoices Sheet Columns: Invoice_ID Invoice_Date Customer_Name Amount Status Bank_Statement Sheet Columns: Transaction_ID Transaction_Date Description Debit/Credit Amount Reconciled_Data Sheet Columns: Invoice_ID Transaction_ID Matched_Status Remarks Confidence_Score ⚙️ n8n Environment Setup Ensure all nodes are connected correctly and the workflow has permission to access the required sheets. Test each fetch and write operation before running the full workflow.
By Chintan PrajapatiGenerate custom branded PDF invoices from QuickBooks and email to clients
Automated QuickBooks Invoice to Custom PDF & Email This n8n workflow automates the entire QuickBooks invoicing process — from creation to delivery. When a new invoice is generated in QuickBooks Online, it automatically fetches the data, applies your company branding, converts it into a professional multi-page PDF via Gotenberg, and emails it directly to your client. Key Features: ⚡ Fully Automated: Triggers instantly on new QuickBooks invoices. 🧾 Custom Branding: Adds your logo and signature from public URLs. 🎨 Modern PDF Design: Clean, professional multi-page layout with smart totals and “Page X of Y” footers. 📧 Automatic Emailing: Sends the final PDF in a formatted email to your customer. Requirements: QuickBooks Online, n8n instance, Gotenberg (HTML→PDF converter), and public URLs for logo/signature.
By Chintan PrajapatiAutomate Stripe payment to QuickBooks sales receipt sync
Automated Stripe Payment to QuickBooks Sales Receipt This n8n workflow seamlessly connects Stripe and QuickBooks Online to keep your accounting in perfect sync. Whenever a payment in Stripe succeeds, the workflow automatically checks if the corresponding customer exists in QuickBooks. If found, it instantly creates a Sales Receipt under that customer. If not, it creates the customer first — then logs the sale. Key Features: ⚡ Real-Time Sync: Automatically triggers when a Stripe payment intent succeeds. 👤 Smart Customer Matching: Searches for existing customers in QuickBooks to prevent duplicates. 🧾 Automated Sales Receipts: Creates accurate sales records for every successful Stripe payment. 🔄 End-to-End Automation: Handles customer creation, receipt generation, and data consistency without manual entry. Requirements: A running n8n instance, active Stripe and QuickBooks Online accounts with API access.
By Chintan Prajapati