The flow
Starts it 1Logic 10Service 5
The steps in the order they run, from what starts it.
- 1Monthly ScheduleSchedule triggerStarts it
- 2Workflow ConfigurationSetLogic
- 3Get Stripe RevenueHttp RequestService
- 4Get PayPal RevenueHttp RequestService
- 5Get Bank StatementsHttp RequestService
- 6Normalize Stripe DataSetLogic
- 7Normalize PayPal DataSetLogic
- 8Normalize Bank DataSetLogic
- 9Combine Revenue SourcesMergeLogic
- 10Reconcile Revenue vs BankCodeLogic
- 11Check for MismatchesIfLogic
- 12Flag MismatchesSetLogic
- 13Aggregate Monthly DataAggregateLogic
- 14Generate Audit ReportCodeLogic
- 15Upload to ArchiveGoogle DriveService
- 16Notify Tax AgentGmailService
How it's built
- Starts on
- A clock
- Steps
- 16, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Drive
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Gmail and Google Drive accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on a clock.
Does it use AI?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
How long does it take to set up?
Plan an afternoon. 16 steps is enough that you should read each one before running it.
How do I import it?
Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.
Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 16 steps before you point it at anything that matters.