Chat-based financial analysis of P&L and balance sheets with GPT-4 & PostgreSQL
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 6 nodes and runs when a chat message arrives. Along the way it connects Postgres and OpenAI Chat Model.
How it runs
Trigger: When a chat message arrives.
- AI Agent: runs an AI agent, with model: OpenAI Chat Model; 2 tools (P_L_Reports, Balance_Sheets); memory: Simple Memory
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 (5)
- AI Agent
@n8n/n8n-nodes-langchain.agent - Postgres Tool
n8n-nodes-base.postgresTool - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Chat Trigger
@n8n/n8n-nodes-langchain.chatTrigger
From the author
🧾 Who’s it for This workflow is designed for finance teams, accountants, and data analysts 📊 who want to interact with financial data from two PostgreSQL databases — one containing Profit & Loss data and another containing Balance Sheet data — using natural…