Generate and Distribute Monthly Financial Reports

• Automate monthly financial reporting for finance teams
• Generate Profit & Loss statements and Balance Sheets automatically
• Distribute financial reports via email to stakeholders
• Store financial reports securely in cloud storage

Schedule a cron job to trigger the workflow monthly Fetch Profit & Loss and Balance Sheet data from the accounting service Compose a markdown report summarizing the financial data Convert the markdown report into a PDF format Upload the PDF report to an S3 bucket Email the PDF report to designated recipients

1. 1
   Import the workflow template into your n8n instance
2. 2
   Configure the cron node with your desired schedule
3. 3
   Set up authentication credentials for the accounting service
4. 4
   Set up authentication credentials for the PDF service
5. 5
   Configure S3 bucket settings for report storage
6. 6
   Set up SMTP credentials for sending emails