Templates / Automate financial operations with O3 CFO & GPT-4.1-mini finance team

Automate financial operations with O3 CFO & GPT-4.1-mini finance team

Ready for 3.0

by Yaron Been ✓ · 12,071 views · created 2025-08-02 · Document Extraction, AI Chatbot

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 16 nodes and runs when a chat message arrives. Along the way it connects OpenAI Chat Model.

How it runs

Trigger: When a chat message arrives.

  1. CFO Agent (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 7 tools (Think, Financial Analyst, Accounting Specialist, Investment & Risk Analyst…)

Services it uses

OpenAI Chat Model

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 (5)

From the author

Automate Financial Operations with O3 CFO & GPT-4.1-mini Finance Team This workflow builds a virtual finance department inside n8n. At the center is a CFO Agent (O3 model) who acts like a strategic leader. When a financial request comes in, the CFO interprets…

Excerpt from Yaron Been's description on n8n.io.

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

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