Sync multi-bank balance data to BigQuery using Plaid

by Fahmi Fahreza ✓ · 399 views · created 2025-10-21 · Invoice Processing

What this workflow does

This workflow has 17 nodes and runs on a schedule (every week). Along the way it connects Google BigQuery. It also calls production.plaid.com over HTTP.

How it runs

Trigger: On a schedule (every week).

1. Fetch RBC Balances (Plaid) (HTTP Request): calls production.plaid.com (POST)
2. Fetch Amex Balances (Plaid) (HTTP Request): calls production.plaid.com (POST)
3. Fetch Wise Balances (Plaid) (HTTP Request): calls production.plaid.com (POST)
4. Fetch PayPal Balances (Plaid) (HTTP Request): calls production.plaid.com (POST)
5. Split RBC Accounts (Split Out): splits a list into separate items
6. Split Amex Accounts (Split Out): splits a list into separate items
7. Split Wise Accounts (Split Out): splits a list into separate items
8. Split PayPal Accounts (Split Out): splits a list into separate items
9. Map RBC Accounts to QBO (Code): runs custom JavaScript code
10. Map Amex Accounts to QBO (Code): runs custom JavaScript code

…plus 6 more steps. See the full node list below.

Services it uses

Google BigQuery

HTTP calls to: production.plaid.com

Before you upgrade to n8n 3.0

Nodes used (6)

• Schedule Triggern8n-nodes-base.scheduleTrigger
• HTTP Requestn8n-nodes-base.httpRequest
• Split Outn8n-nodes-base.splitOut
• Coden8n-nodes-base.code
• Mergen8n-nodes-base.merge
• Google BigQueryn8n-nodes-base.googleBigQuery

From the author

Quick overview This workflow automatically fetches balances from multiple financial institutions (RBC, Amex, Wise, PayPal) using Plaid, maps them to QuickBooks account names, and loads structured records into Google BigQuery for analytics. How it works 1. The…

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