Sync Multi-Bank Balance Data to BigQuery using Plaid — n8n 워크플로

높음 복잡도 예약17개의 노드🏷️ Invoice Processing작성자: Fahmi Fahreza

개요

Automated Multi-Bank Balance Sync to BigQuery

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.

Who’s it for? Finance teams, accountants, and data engineers managing consolidated bank reporting in Google BigQuery.

How it works The Schedule Trigger runs weekly. Four Plaid API calls fetch balances from RBC, Amex, Wise, and

사용된 노드

HTTP RequestGoogle BigQueryCode

워크플로 미리보기

Automated Multi-Bank Balance Sync to BigQuery
This workflow automatically fetches balances from multi
S
Schedule Trigger
Fetch RBC Balances (Plaid)
Fetch Amex Balances (Pla…
Fetch Wise Balances (Pla…
Fetch PayPal Balances (P…
S
Split RBC Accounts
S
Split Amex Accounts
S
Split Wise Accounts
S
Split PayPal Accounts
Map RBC Accounts to QBO
Map Amex Accounts to QBO
Map Wise Accounts to QBO
Map PayPal Accounts to QBO
C
Combine All Accounts
Structure Account Records
Prepare BigQuery Insert
Load Accounts into BigQu…
17 nodes19 edges

작동 원리

  1. 1

    트리거

    워크플로는 예약 트리거로 시작합니다, 정해진 일정에 따라 실행.

  2. 2

    처리

    데이터가 17개의 노드를 통해 흐릅니다, connecting code, googlebigquery, httprequest.

  3. 3

    출력

    워크플로가 자동화를 완료하고 구성된 대상에 결과를 전달합니다.

노드 세부 정보 (17)

HT

HTTP Request

httpRequest

#1
GO

Google BigQuery

googleBigQuery

#2
CO

Code

code

#3

이 워크플로 가져오는 방법

  1. 1오른쪽의 JSON 다운로드 버튼을 클릭하여 워크플로 파일을 저장합니다.
  2. 2n8n 인스턴스를 열고 워크플로 → 새로 만들기 → 파일에서 가져오기로 이동합니다.
  3. 3다운로드된 sync-multi-bank-balance-data-to-bigquery-using-plaid 파일을 선택하고 가져오기를 클릭합니다.
  4. 4각 서비스 노드에 대한 자격 증명(API 키, OAuth 등)을 설정합니다.
  5. 5워크플로 테스트를 클릭하여 모든 것이 작동하는지 확인한 후 활성화합니다.

또는 n8n → JSON에서 가져오기에 직접 붙여넣기:

{ "name": "Sync Multi-Bank Balance Data to BigQuery using Plaid", "nodes": [...], ...}

통합

codegooglebigqueryhttprequestmergescheduletriggersplitout

이 워크플로 가져오기

한 번의 클릭으로 다운로드 및 가져오기

JSON 다운로드n8n.io에서 보기
노드17
복잡도high
트리거scheduled
카테고리Invoice Processing

제작자

Fahmi Fahreza

Fahmi Fahreza

@fahmiiireza

태그

codegooglebigqueryhttprequestmergescheduletriggersplitout

n8n을 처음 사용하시나요?

n8n은 무료 오픈소스 워크플로 자동화 도구입니다. 자체 호스팅하거나 클라우드 버전을 사용하세요.

n8n 무료로 시작하기 →

Related Invoice Processing Workflows

COCOEMEX+5
medium

Automate Custom QuickBooks Invoice PDFs & Email with n8n

Standard accounting templates often fail to reflect a premium brand identity. This sophisticated n8n workflow bridges the gap between financial record-keeping and professional client presentation. By moving beyond the native limitations of QuickBooks Online, this automation enables businesses to generate high-end, multi-page PDF invoices that align perfectly with their corporate styling. The process begins the moment a new invoice is generated in QuickBooks, triggering a webhook that captures real-time billing data. The workflow then utilizes advanced HTML-to-File conversion and custom Code nodes to structure data into a polished, branded layout. It handles complex logic such as line-item merging and multi-page formatting automatically. Once the document is rendered, the system bypasses generic 'no-reply' senders by routing the finalized PDF through your preferred email provider. This ensures a seamless, white-labeled experience for your clients while eliminating the manual overhead of exporting, styling, and attaching files. Ideal for agencies and service providers, this flow guarantees that your most frequent touchpoint—the bill—is as professional as your work. **Common Use Cases:** - High-end creative agencies requiring bespoke, white-labeled billing documents for premium clients. - Automated recurring subscription billing where custom tax disclosures or localized branding are required. - Service-based businesses needing to attach dynamic project reports or terms of service directly to QuickBooks invoices.

🔗 Webhook·12 nodes