Syncbricks Financial Performance Automated Analysis and Reporting Workflow

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

1. Schedule Trigger: Automatically starts the workflow on the 5th of each month
2. Date & Time + PreviousMonth Code Nodes: Dynamically calculate and pass parameters for the previous month and year
3. Get Cost Centers with Budgets: Filter and retrieve the list of valid cost centers with budgets
4. Loop Over Items: Generate corresponding financial analysis reports for each cost center sequentially
5. YTD vs Previous Month SQL Query: Extract budgeted and actual revenue and expense data, calculate variances
6. Departments (Verticals), Projects, Employees SQL Queries: Obtain detailed business unit data, project status, and employee statistics
7. Code Nodes (Code, verticalPL, WIP1, Employees1, etc.): Convert data into HTML table formats
8. Merge and Code Nodes: Integrate all data tables to generate a complete responsive HTML report
9. Business Performance AI Agent: Leverage Google Gemini model combined with computational tools to automatically analyze data and generate executive summaries and insight reports
10. Email Data + Microsoft Outlook: Send HTML-formatted financial performance report emails to relevant business managers
11. 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

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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.