Description

The Automated Bookkeeping Agent streamlines financial operations by integrating data from CRMs, invoices, payment platforms, and accounting tools. It ensures your books are always up-to-date—automatically.

Overview

This agent is designed to reduce manual bookkeeping by connecting various platforms and automating key accounting processes. It retrieves sales data from CRMs, matches payments from gateways, reconciles transactions, and generates financial summaries—freeing up time and reducing human error.

Built in n8n, the agent uses robust workflows to ensure end-to-end automation across accounting and sales tools.

Tools Used

• n8n (workflow automation backbone)
• QuickBooks / Xero / FreshBooks (bookkeeping)
• Stripe / PayPal / Square (payment gateways)
• HubSpot / Zoho CRM / Pipedrive / Salesforce (CRM platforms)
• Google Sheets / Airtable (data storage or reports)
• Slack / Email (notifications)

Use Cases

• Automatically create and categorize invoices from CRM deal data
• Reconcile payments from Stripe or PayPal with accounting records
• Generate and send weekly/monthly financial reports to business owners
• Alert finance teams via Slack if transaction mismatches occur
• Sync customer records across CRM and accounting platforms
• Schedule regular backups of financial data into Google Sheets