AI at Work Playbook

💰 Finance & Accounting

Interactive bank expense report from statements

💰 Finance & Accountingn8nIntermediate

Task · Spend analysis
Time saved · 1-2 hrs per month (estimate, not measured)

Steps

  1. Open the template from the source link
  2. Connect the listed apps with your own credentials
  3. Edit the AI prompt, filters and thresholds for your process
  4. Run on test data, then switch on with human review of outputs

Prompt / template

Categorize each transaction and total by category and merchant.

Source · https://n8n.io/workflows/17753
Last checked · 2026-10-16

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