Automate bank statement and invoice reconciliation with GPT and Google Sheets
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 16 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Google Sheets and OpenAI Chat Model.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Invoice Data (Google Sheets): uses Google Sheets
- Bank Statements (Google Sheets): uses Google Sheets
- Merge: merges the data from its input branches
- Combine and Label Merged Data (Code): runs custom JavaScript code
- Process the Invoice Vs Bank Statement Data (AI Agent): runs an AI agent, with model: OpenAI Chat Model
- Clean and Format Data (Code): runs custom JavaScript code
- Add Stream Label Filter (Code): runs custom JavaScript code
- Switch: routes items into branches
- Matched (Google Sheets): uses Google Sheets
- If: checks a condition and branches into true / false
…plus 4 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- Manual Trigger
n8n-nodes-base.manualTrigger - Google Sheets
n8n-nodes-base.googleSheets - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - AI Agent
@n8n/n8n-nodes-langchain.agent - Merge
n8n-nodes-base.merge - Code
n8n-nodes-base.code - Switch
n8n-nodes-base.switch - If
n8n-nodes-base.if
From the author
🟢 Manual Trigger Workflow starts manually to initiate the reconciliation process on demand. 📄 Fetch Invoices & Bank Statements Retrieves invoice data and bank statement data from Google Sheets for comparison. 🔀 Merge Data Combines both datasets into a…