Automatisierung von Finanzoperationen für Finanzteams mit O3 CFO und GPT-4.1-mini
Dies ist ein Document Extraction, AI Chatbot-Bereich Automatisierungsworkflow mit 18 Nodes. Hauptsächlich werden Agent, AgentTool, ToolThink, ChatTrigger, LmChatOpenAi und andere Nodes verwendet. Automatisierung der Finanzoperationen für das Finanzteam mit O3 CFO und GPT-4.1-mini
- •OpenAI API Key
Verwendete Nodes (18)
Kategorie
{
"meta": {
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"nodes": [
{
"id": "finance-chat-trigger",
"name": "Wenn Chat-Nachricht empfangen",
"type": "@n8n/n8n-nodes-langchain.chatTrigger",
"position": [
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],
"webhookId": "finance-webhook-id",
"parameters": {
"options": {}
},
"typeVersion": 1.1
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{
"id": "cfo-agent",
"name": "CFO Agent",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
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-816
],
"parameters": {
"options": {}
},
"typeVersion": 2.1
},
{
"id": "finance-think",
"name": "Think",
"type": "@n8n/n8n-nodes-langchain.toolThink",
"position": [
-2512,
-496
],
"parameters": {},
"typeVersion": 1.1
},
{
"id": "fp-agent",
"name": "Finanzplanungsanalyst",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-2240,
-96
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in financial planning, budgeting, forecasting, and strategic financial modeling"
},
"typeVersion": 2.2
},
{
"id": "accounting-agent",
"name": "Buchhaltungsspezialist",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-1280,
-704
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in bookkeeping, financial statements, tax preparation, and accounting compliance"
},
"typeVersion": 2.2
},
{
"id": "treasury-agent",
"name": "Treasury- & Cash-Management-Spezialist",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-1840,
-304
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in cash flow management, treasury operations, banking relationships, and liquidity planning"
},
"typeVersion": 2.2
},
{
"id": "fa-agent",
"name": "Finanzanalyst",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-1328,
-80
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in financial analysis, variance analysis, KPI reporting, and performance metrics"
},
"typeVersion": 2.2
},
{
"id": "investment-agent",
"name": "Investment- & Risikoanalyst",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-1744,
-1024
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in investment analysis, risk assessment, financial modeling, and capital allocation"
},
"typeVersion": 2.2
},
{
"id": "audit-agent",
"name": "Interner Revisions- & Kontrollspezialist",
"type": "@n8n/n8n-nodes-langchain.agentTool",
"position": [
-1344,
-1264
],
"parameters": {
"text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
"options": {},
"toolDescription": "call this AI Agent that specializes in internal auditing, financial controls, compliance monitoring, and risk management"
},
"typeVersion": 2.2
},
{
"id": "cfo-model",
"name": "OpenAI-Chat-Modell CFO",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-2672,
-496
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "o3",
"cachedResultName": "o3"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "fp-model",
"name": "OpenAI-Chat-Modell1",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-2208,
368
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "accounting-model",
"name": "OpenAI-Chat-Modell2",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1312,
-496
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "treasury-model",
"name": "OpenAI-Chat-Modell3",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1824,
-144
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
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"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "fa-model",
"name": "OpenAI-Chat-Modell4",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1328,
96
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "investment-model",
"name": "OpenAI-Chat-Modell5",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1776,
-768
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "audit-model",
"name": "OpenAI-Chat-Modell6",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
-1312,
-944
],
"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "YOUR_OPENAI_CREDENTIAL_ID",
"name": "OpenAI account"
}
},
"typeVersion": 1.2
},
{
"id": "finance-header-sticky",
"name": "Haftnotiz Header",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3808,
-880
],
"parameters": {
"color": 3,
"width": 580,
"height": 320,
"content": "=======================================\n CFO AGENT WITH FINANCE TEAM\n=======================================\nFor any questions or support, please contact:\n Yaron@nofluff.online\n\nExplore more tips and tutorials here:\n - YouTube: https://www.youtube.com/@YaronBeen/videos\n - LinkedIn: https://www.linkedin.com/in/yaronbeen/\n======================================="
},
"typeVersion": 1
},
{
"id": "finance-main-sticky",
"name": "Haftnotiz Main",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"color": 3,
"width": 740,
"height": 2500,
"content": "## 💰 **CFO AGENT WITH FINANCE TEAM - AI WORKFLOW**\n\n**🔥 Powered by OpenAI O3 & GPT-4.1-mini Multi-Agent System**\n\n#FinTech #FinanceAutomation #n8nWorkflows #OpenAI #FinancialAI\n\n---\n\n### 📝 **Overview**\n\nThis multi-agent n8n automation creates a comprehensive finance department. A strategic CFO agent receives your financial requests, analyzes financial requirements, and coordinates specialized agents for financial planning, accounting, treasury, analysis, investments, and auditing—delivering complete financial management with AI efficiency.\n\n---\n\n### ⚙️ **How It Works**\n\n1. **Chat trigger** receives financial requests (e.g., \"Create a comprehensive budget and forecast for next year\")\n2. **CFO Agent** (O3) analyzes financial needs and determines strategy\n3. Delegates to specialist agents:\n - Financial Planning Analyst\n - Accounting Specialist\n - Treasury & Cash Management Specialist\n - Financial Analyst\n - Investment & Risk Analyst\n - Internal Audit & Controls Specialist\n4. Each agent uses **GPT-4.1-mini** for specialized financial analysis\n5. Results compiled into comprehensive financial deliverables\n\n---\n\n### 👥 **Meet Your AI Finance Team**\n\n| Agent | Purpose | Model | Output |\n|-------|---------|-------|--------|\n| 💰 **CFO Agent** | Financial strategy & oversight | O3 | Strategic financial leadership |\n| 📊 **Financial Planning** | Budgets, forecasts, models | GPT-4.1-mini | Financial plans |\n| 📚 **Accounting Specialist** | Books, statements, compliance | GPT-4.1-mini | Financial records |\n| 🏦 **Treasury Specialist** | Cash management, banking | GPT-4.1-mini | Treasury operations |\n| 📈 **Financial Analyst** | Analysis, reporting, KPIs | GPT-4.1-mini | Financial insights |\n| 💼 **Investment Analyst** | Investments, risk, capital | GPT-4.1-mini | Investment strategies |\n| 🔍 **Audit Specialist** | Controls, compliance, audit | GPT-4.1-mini | Audit frameworks |\n\n---\n\n### 💡 **Use Cases**\n\n- **Budget & Forecasting**: Annual budgets → Quarterly forecasts → Variance analysis\n- **Financial Reporting**: P&L statements → Balance sheets → Cash flow statements\n- **Investment Analysis**: ROI calculations → Risk assessments → Capital allocation\n- **Treasury Management**: Cash flow planning → Banking optimization → Liquidity management\n- **Audit & Compliance**: Internal controls → Risk management → Regulatory compliance\n- **Financial Planning**: Strategic planning → Scenario modeling → Performance tracking\n\n---\n\n### 💸 **Cost Optimization**\n\n- **O3 for CFO**: Complex financial strategy only\n- **GPT-4.1-mini for specialists**: 90% cost reduction\n- **Parallel processing**: Multiple financial workstreams\n- **Template library**: Proven financial frameworks\n\n---\n\n### 🏷️ **Tags**\n\n#FinancialPlanning #Accounting #Treasury #FinancialAnalysis #InvestmentAnalysis\n#InternalAudit #FinanceOps #BudgetingForecasting #FinancialReporting #FinancialModeling\n#n8n #OpenAI #MultiAgentSystem #FinanceTech #CFOAutomation #FinancialStrategy"
},
"typeVersion": 1
}
],
"connections": {
"finance-think": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"fa-agent": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"OpenAI Chat Model1": {
"ai_languageModel": [
[
"Finanzplanungsanalyst",
"ai_languageModel",
0
]
]
},
"OpenAI Chat Model2": {
"ai_languageModel": [
[
"Buchhaltungsspezialist",
"ai_languageModel",
0
]
]
},
"OpenAI Chat Model3": {
"ai_languageModel": [
[
"Treasury- & Cash-Management-Spezialist",
"ai_languageModel",
0
]
]
},
"OpenAI Chat Model4": {
"ai_languageModel": [
[
"Finanzanalyst",
"ai_languageModel",
0
]
]
},
"OpenAI Chat Model5": {
"ai_languageModel": [
[
"Investment- & Risikoanalyst",
"ai_languageModel",
0
]
]
},
"OpenAI Chat Model6": {
"ai_languageModel": [
[
"Interner Revisions- & Kontrollspezialist",
"ai_languageModel",
0
]
]
},
"accounting-agent": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"OpenAI Chat Model CFO": {
"ai_languageModel": [
[
"CFO Agent",
"ai_languageModel",
0
]
]
},
"investment-agent": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"fp-agent": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"finance-chat-trigger": {
"main": [
[
"CFO Agent",
"main",
0
]
]
},
"audit-agent": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
},
"treasury-agent": {
"ai_tool": [
[
"CFO Agent",
"ai_tool",
0
]
]
}
}
}Wie verwende ich diesen Workflow?
Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.
Für welche Szenarien ist dieser Workflow geeignet?
Experte - Dokumentenextraktion, KI-Chatbot
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Yaron Been
@yaron-nofluffBuilding AI Agents and Automations | Growth Marketer | Entrepreneur | Book Author & Podcast Host If you need any help with Automations, feel free to reach out via linkedin: https://www.linkedin.com/in/yaronbeen/ And check out my Youtube channel: https://www.youtube.com/@YaronBeen/videos
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