Syncbricks Financial Performance Automated Analysis and Reporting Workflow
This workflow is designed to achieve automated analysis and reporting of financial performance. It automatically retrieves financial data from the previous month and the current year each month, conducts in-depth analysis of cost centers and projects, and generates structured HTML reports that include financial statements and business insights. Additionally, personalized reports are sent to management via email, helping the company quickly grasp the financial health and project operations of each business unit. This process effectively enhances the efficiency of financial analysis and the accuracy of decision-making.
Workflow Diagram
Workflow Name
Syncbricks Financial Performance Automated Analysis and Reporting Workflow
Key Features and Highlights
- Automatically triggered monthly on the 5th, dynamically acquiring and comparing financial and budget data from the previous month and year-to-date (YTD vs. last month)
- In-depth analysis of revenue, expenses, and profitability across cost centers and their subordinate business units (Verticals)
- Consolidation of project progress and Work-In-Progress (WIP) data to reflect project revenue and cost status
- Employee headcount and new hire statistics, with calculation of per capita performance metrics
- Utilizes Google Gemini AI model combined with built-in computational tools to automatically generate structured, well-formatted HTML financial analysis reports, including executive summaries, detailed financial statement analysis, and business insights
- Sends personalized email reports via Microsoft Outlook, enabling management to promptly access business performance information
- Supports batch processing across multiple cost centers, featuring loop control and throttling mechanisms to prevent email flooding
Core Problems Addressed
- Traditional financial analysis processes are cumbersome, time-consuming, and prone to errors in data integration
- Difficulty in quickly obtaining financial health and project operational status for each business unit
- Lack of automated financial performance insights and per capita efficiency analysis, hindering management decision-making efficiency
- Dispersed data across multiple departments and cost centers with no unified dynamic reporting mechanism
Application Scenarios
- Monthly automated generation of budget execution vs. actual performance comparison reports by corporate finance departments
- Real-time visibility into profitability of cost centers and sub-business units for business management
- Project management teams monitoring project progress and revenue recognition to optimize resource allocation
- Human resources evaluating per capita output and recruitment effectiveness by integrating employee data
- Building intelligent financial analysis and decision support platforms during enterprise digital transformation
Main Process Steps
- Schedule Trigger: Automatically starts the workflow on the 5th of each month
- Date & Time + PreviousMonth Code Nodes: Dynamically calculate and pass parameters for the previous month and year
- Get Cost Centers with Budgets: Filter and retrieve the list of valid cost centers with budgets
- Loop Over Items: Generate corresponding financial analysis reports for each cost center sequentially
- YTD vs Previous Month SQL Query: Extract budgeted and actual revenue and expense data, calculate variances
- Departments (Verticals), Projects, Employees SQL Queries: Obtain detailed business unit data, project status, and employee statistics
- Code Nodes (Code, verticalPL, WIP1, Employees1, etc.): Convert data into HTML table formats
- Merge and Code Nodes: Integrate all data tables to generate a complete responsive HTML report
- Business Performance AI Agent: Leverage Google Gemini model combined with computational tools to automatically analyze data and generate executive summaries and insight reports
- Email Data + Microsoft Outlook: Send HTML-formatted financial performance report emails to relevant business managers
- Wait + Loop Over Items: Control pacing and support iterative processing across multiple cost centers
Involved Systems and Services
- MySQL Database: Stores ERP system financial, project, and employee data (e.g., ERPNext)
- Google Gemini 2.5 Pro AI Model: Natural language understanding and business analysis
- n8n Automation Platform: Scheduling, data processing, and integration
- Microsoft Outlook: Email delivery
- Built-in Code Nodes (JavaScript): Data transformation, HTML generation, and business logic implementation
- LangChain Tools (Calculator, Think): Assist AI in precise calculation and reasoning
Target Users and Value
- Financial Analysts and Finance Managers: Quickly obtain high-quality, structured financial comparison reports to enhance analysis efficiency
- Business Unit Leaders and Management: Real-time insight into business profitability to support operational decision-making
- Project Managers: Understand project revenue, expenses, and WIP status to optimize project management
- Human Resources and Operations Managers: Evaluate team efficiency and recruitment outcomes by integrating employee data
- Enterprise Digital Transformation Teams: Build intelligent financial analysis systems for automated business insights and report distribution
- Medium to Large Enterprises with Multiple Cost Centers: Support parallel monitoring of multiple business units, improving cross-departmental collaboration efficiency
This workflow enables enterprises to achieve automated financial data collection, deep analysis, and intelligent report distribution, significantly enhancing the accuracy and responsiveness of financial and operational management, thereby driving data-driven decision-making.