Templates / Consolidate Stripe, PayPal, Shopify and bank revenue and prepare tax filings with OpenAI

Consolidate Stripe, PayPal, Shopify and bank revenue and prepare tax filings with OpenAI

Ready for 3.0

by Cheng Siong Chin ✓ · 260 views · created 2025-12-17 · Document Extraction, AI Summarization

Ready 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 21 nodes and runs on a schedule (every day at 02:00). Along the way it connects Stripe, PayPal, Shopify and OpenAI Chat Model and 2 more.

How it runs

Trigger: On a schedule (every day at 02:00).

Workflow Configuration (Edit Fields (Set)): sets 6 fields: taxPeriodStart, taxPeriodEnd, submissionMethod…
Get Stripe Transactions (Stripe): get many (charge)
Get PayPal Transactions (PayPal): work with payout item
Get Shopify Orders (Shopify): get many
Get Bank Feed Data (HTTP Request): calls an HTTP API
Normalize Stripe Data (Edit Fields (Set)): sets 7 fields: source, transactionId, amount…
Normalize PayPal Data (Edit Fields (Set)): sets 6 fields: source, transactionId, amount…
Normalize Shopify Data (Edit Fields (Set)): sets 7 fields: source, transactionId, amount…
Normalize Bank Data (Edit Fields (Set)): sets 6 fields: source, transactionId, amount…
Merge All Revenue Sources (Aggregate): combines items into one

…plus 8 more steps. See the full node list below.

Services it uses

Stripe PayPal Shopify OpenAI Chat Model Gmail Google Drive

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 (14)

Edit Fields (Set)n8n-nodes-base.set
Stripen8n-nodes-base.stripe
PayPaln8n-nodes-base.payPal
Shopifyn8n-nodes-base.shopify
HTTP Requestn8n-nodes-base.httpRequest
Aggregaten8n-nodes-base.aggregate
AI Agent@n8n/n8n-nodes-langchain.agent
OpenAI Chat Model@n8n/n8n-nodes-langchain.lmChatOpenAi
Structured Output Parser@n8n/n8n-nodes-langchain.outputParserStructured
Coden8n-nodes-base.code
Ifn8n-nodes-base.if
Gmailn8n-nodes-base.gmail
Google Driven8n-nodes-base.googleDrive
Schedule Triggern8n-nodes-base.scheduleTrigger

From the author

How It Works Consolidates daily revenue from Stripe, PayPal, Shopify, and bank feeds into a single system. The workflow automatically normalizes data across payment sources, uses AI to categorize income transactions, calculates reporting-period totals, and…
Excerpt from Cheng Siong Chin's description on n8n.io.

View the original on n8n.io → Check your own copy

Consolidate Stripe, PayPal, Shopify and bank revenue and prepare tax filings with OpenAI

What this workflow does

How it runs

Services it uses

Before you upgrade to n8n 3.0

Nodes used (14)

From the author

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