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Automatización de las operaciones financieras del equipo financiero con O3 CFO y GPT-4.1-mini

Avanzado

Este es unDocument Extraction, AI Chatbotflujo de automatización del dominio deautomatización que contiene 18 nodos.Utiliza principalmente nodos como Agent, AgentTool, ToolThink, ChatTrigger, LmChatOpenAi. Automatización de las operaciones financieras del equipo financiero usando O3 CFO y GPT-4.1-mini

Requisitos previos
  • •Clave de API de OpenAI

Nodos utilizados (18)

StickyNote
Agent
AgentTool
ToolThink
ChatTrigger
LmChatOpenAi

Categoría

Extracción de documentos
Chatbot de IA
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
React Flow
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "meta": {
    "instanceId": "12e6f290a974a1eee154f8d915aade185e90e826260e6aeab8a087ba7386a1bc",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "finance-chat-trigger",
      "name": "Al recibir mensaje de chat",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        -2864,
        -576
      ],
      "webhookId": "finance-webhook-id",
      "parameters": {
        "options": {}
      },
      "typeVersion": 1.1
    },
    {
      "id": "cfo-agent",
      "name": "CFO Agente",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        -2640,
        -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": "Financial Planning Analyst",
      "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": "Accounting Specialist",
      "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 Specialist",
      "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": "Financial Analyst",
      "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 & Risk Analyst",
      "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": "Internal Audit & Controls Specialist",
      "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": "Modelo de chat OpenAI 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": "Modelo de chat OpenAI1",
      "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": "Modelo de chat OpenAI2",
      "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": "Modelo de chat OpenAI3",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1824,
        -144
      ],
      "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": "fa-model",
      "name": "Modelo de chat OpenAI4",
      "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": "Modelo de chat OpenAI5",
      "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": "Modelo de chat OpenAI6",
      "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": "Nota adhesiva 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": "Nota adhesiva Main",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -3808,
        -544
      ],
      "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": [
        [
          "Financial Planning Analyst",
          "ai_languageModel",
          0
        ]
      ]
    },
    "OpenAI Chat Model2": {
      "ai_languageModel": [
        [
          "Accounting Specialist",
          "ai_languageModel",
          0
        ]
      ]
    },
    "OpenAI Chat Model3": {
      "ai_languageModel": [
        [
          "Treasury & Cash Management Specialist",
          "ai_languageModel",
          0
        ]
      ]
    },
    "OpenAI Chat Model4": {
      "ai_languageModel": [
        [
          "Financial Analyst",
          "ai_languageModel",
          0
        ]
      ]
    },
    "OpenAI Chat Model5": {
      "ai_languageModel": [
        [
          "Investment & Risk Analyst",
          "ai_languageModel",
          0
        ]
      ]
    },
    "OpenAI Chat Model6": {
      "ai_languageModel": [
        [
          "Internal Audit & Controls Specialist",
          "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
        ]
      ]
    },
    "When chat message received": {
      "main": [
        [
          "CFO Agent",
          "main",
          0
        ]
      ]
    },
    "audit-agent": {
      "ai_tool": [
        [
          "CFO Agent",
          "ai_tool",
          0
        ]
      ]
    },
    "treasury-agent": {
      "ai_tool": [
        [
          "CFO Agent",
          "ai_tool",
          0
        ]
      ]
    }
  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Avanzado - Extracción de documentos, Chatbot de IA

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

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Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos18
Categoría2
Tipos de nodos6
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Autor
Yaron Been

Yaron Been

@yaron-nofluff

Building 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

Enlaces externos
Ver en n8n.io →

Compartir este flujo de trabajo

Categorías

IA Multimodal
1540
Inteligencia Artificial
1108
Creación de contenido
695
Resumen de IA
516
Marketing
419
Chatbot de IA
251
Ingeniería
241
Investigación de mercado
203
Varios
193
Otros
176
Ventas
162
Operaciones de TI
156
Extracción de documentos
147
RAG de IA
146
Bloques de construcción
144
Redes sociales
137
Generación de leads
125
Productividad personal
117
DevOps
111
Recursos Humanos
101
Soporte
97
Nutrición de leads
87
CRM
82
Finanzas
81
Producto
77
Chatbot de soporte
76
Diseño
70
Gestión de tickets
67
Operaciones de seguridad
57
Procesamiento de facturas
53
Comercio de criptomonedas
49
Gestión de archivos
39
Gestión de proyectos
35
Wiki interno
32

Categorías: 34