Finance & accounting teams: Automation without dealing with developers
Easy8.ai helps finance professionals streamline and automate repetitive processes. From invoice handling to monthly close, using n8n for powerful workflows. Free your team from manual work, reduce errors, and gain real-time visibility into your financial operations.
Finance process automation in action with n8n
Invoice processing & approval workflows
Eliminate bottlenecks in accounts payable.
Using n8n, Easy8.ai automatically captures incoming invoices from email, OCR scans, or ERP integrations. Workflows route them to the right approver based on amount, department, or vendor. With built-in validation checks (e.g., PO match, duplicate detection), approvals happen in minutes—not days.
Expense management & reimbursement
From receipt to payout—fully automated and audit-ready.
Employees submit expenses via mobile app or email. Easy8.ai, powered by n8n, extracts key data, validates policy compliance, and pushes it to your ERP. Automatic approval rules, notifications, and payment scheduling remove manual back-and-forth, while maintaining a full audit trail.
Financial reporting & consolidation
Close the books faster with real-time data sync.
Easy8.ai connects multiple financial systems—ERP, payroll, banking APIs, BI tools—and consolidates them into a single reporting view. Using n8n, reports are auto-generated and shared with CFOs or controllers on a set schedule, cutting reporting cycles by up to 70%.
Cash flow monitoring & alerts
Spot risks before they hit the bottom line.
Easy8.ai continuously pulls payment status, bank balances, and AR/AP data. n8n workflows trigger alerts in Slack, Teams, or email when cash flow thresholds are breached or large, unexpected transactions occur—giving Finance leaders early visibility and control.
Compliance & audit preparation
Turn audits into a click-through process.
All approvals, changes, and data flows are automatically logged in Easy8.ai. n8n integrations push compliance documents into secure archives, ensuring you can instantly produce evidence for SOX, GDPR, or internal policy audits—without last-minute scrambling.
Use Cases
1. Accounts payable automation
Email/Dropbox invoice capture → OCR extract data, push to ERP (e.g., SAP, NetSuite, Helios).
PO match workflow → Validate invoice against purchase order before approval.
Multi-level approval routing → Route based on vendor, amount, or department.
2. Accounts receivable optimization
Overdue invoice reminders → Auto-send follow-up emails at 7/14/30 days overdue.
Payment gateway integration → Update ERP when Stripe/PayPal payments clear.
Customer credit limit alerts → Notify Finance when sales approach limit.
3. Expense management
Receipt-to-ERP automation → Capture via mobile/email → parse → validate → post.
Policy violation checks → Flag out-of-policy expenses before approval.
Auto-reimbursement scheduling → Trigger payouts in payroll or bank API.
4. Financial reporting
Multi-ERP consolidation → Merge data from SAP, Oracle, QuickBooks into BI tool.
Automated monthly close → Trigger reconciliations and journal entries.
CFO dashboard updates → Push KPIs to Notion/Google Data Studio every week.
5. Cash flow management
Real-time bank feed → Sync balances & transactions to ERP.
Large transaction alerts → Notify CFO in Teams/Slack instantly.
Rolling Cash Forecast → Auto-update forecast models with daily actuals.
6. Compliance & audit readiness
Automated audit trail → Log every approval, change, and payment.
Document archiving → Push to secure cloud storage with tagging.
GDPR/SOX checklist workflow → Track and confirm compliance steps.
7. Budget control & forecasting
Budget vs. actual alerts → Notify budget owners when nearing thresholds.
Department spend reports → Auto-generate and send monthly summaries.
Forecast model refresh → Pull latest actuals into forecast sheet daily.
Why finance teams love Easy8.ai
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