Automatizó por fin nuestras conciliaciones bancarias.
n8n Automation for Finance: Reconciliations and Alerts
Learn how to build automated workflows in n8n to export transactions, perform daily reconciliations, and send instant Telegram alerts without writing complex code.
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About this course
Financial analysts and operations teams spend countless hours manually exporting data, reconciling transactions, and reporting statuses. You can eliminate this repetitive work by leveraging modern workflow automation. This text-based course teaches you how to use n8n to streamline your daily finance routines. You will learn how to connect data sources, process information automatically, and deliver real-time notifications directly to your team.
What you'll learn:
• Understand the fundamental concepts of workflow automation and n8n nodes
• Build automated pipelines to export and format transaction data
• Design data reconciliation logic to spot financial discrepancies instantly
• Configure Telegram integrations to send automated alerts and daily summaries
• Apply modern error handling and secure credential management to keep data safe
• Integrate basic AI nodes to automatically categorize transaction types
The course begins with foundational terminology and n8n basics before moving into practical, scenario-based written exercises. You will read through step-by-step workflow logic, explore configuration examples, and learn how to build robust automations at your own pace. Designed entirely for beginners, this course requires no prior programming experience. Start automating your finance operations today and focus on analysis instead of manual data entry.
What you'll get
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Certificate of completion
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Personal AI tutor
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Short & focused
2h 54m of practical content
Reviews (14)
n8n দিয়ে রিকনসিলিয়েশন এখন সত্যিই সহজ।
Endlich ein Kurs, der zeigt wie man Kontenabgleich in n8n wirklich automatisiert, statt nur die Oberfläche zu erklären.
This course walks through building an n8n workflow that pulls transactions, reconciles them against the bank feed, and fires Slack alerts on mismatches, exactly the process I needed for month-end close.
Llevaba meses buscando una forma de dejar de revisar transacciones a mano en Excel y este curso me dio justo lo que necesitaba. Explican paso a paso cómo montar un flujo en n8n que exporta las transacciones, las compara con el extracto bancario y detecta las diferencias automáticamente. La parte de las alertas por correo cuando algo no cuadra es la que más uso en el día a día, porque ya no tengo que estar pendiente todo el tiempo. El ritmo de las clases es tranquilo y cada nodo se explica con calma antes de pasar al siguiente. Lo terminé en un fin de semana y ya lo tengo funcionando con los datos reales de la empresa.
Saved my team hours on reconciliations.
The reconciliation workflow they build is genuinely useful and I replicated it almost exactly for our own transaction exports. Pacing is good for the first half, though the alerting logic near the end could use a bit more detail on custom thresholds. Still ended up with something that runs automatically every night.
Bilang taga-finance na takot sa code, sobrang laking tulong nitong kursong ito. Natutunan kong i-export ang mga transaksyon at gawing automatic ang araw-araw na reconciliation gamit ang n8n nang hindi nahihirapan. Ang pinakapaborito ko ay yung Telegram alerts, kasi agad kong nababalitaan kapag may mismatch sa mga numero. Medyo mabilis lang yung bahagi tungkol sa error handling, sana mas pinalawak pa, pero sa kabuuan ay napakapraktikal at sulit talaga para sa trabaho ko.
الدورة تشرح بالتفصيل كيفية بناء سير عمل في n8n لتصدير المعاملات المالية ومطابقتها تلقائياً مع كشف الحساب البنكي. أعجبني جداً الجزء الخاص بإرسال تنبيهات فورية عند وجود أي تعارض في الأرقام، وهذا وفر علي وقت طويل كنت أقضيه في المراجعة اليدوية. طريقة الشرح مرتبة وعملية وطبقت الخطوات مباشرة على بيانات شركتنا.
Der Kurs zeigt genau, wie man in n8n einen Workflow baut, der Transaktionen exportiert und automatisch mit den Kontoauszügen abgleicht. Besonders gut fand ich den Teil zu den Warnmeldungen bei Abweichungen, das habe ich direkt für unsere Buchhaltung übernommen. Die Erklärungen sind ruhig und nachvollziehbar, auch wenn man vorher kaum mit n8n gearbeitet hat.
Good hands-on build of the reconciliation flow in n8n, just wish the alerting section covered more than Slack and email.
Muhasebe departmanında haftalık mutabakatları elle yapmaktan gerçekten bıkmıştım, bu yüzden kursu bulunca hemen başladım. n8n içinde işlem verilerini dışa aktarıp banka ekstresiyle otomatik karşılaştıran bir akış kurmayı adım adım anlatıyor, hiç atlanan yer yok. Uyumsuzluk çıktığında otomatik uyarı gönderen kısmı özellikle işime yaradı, artık her sabah manuel kontrol etmeme gerek kalmıyor. Anlatım sakin ve örnekler gerçek finans senaryolarından seçilmiş, bu da konuyu soyut değil somut kılıyor. Kurs bitince kendi şirketimizin ihracat dosyalarına uyarlayarak canlıya aldım ve şu ana kadar sorunsuz çalışıyor.
অফিসে প্রতি সপ্তাহে হাতে হাতে ট্রানজেকশন মেলানো একটা বিশাল ঝামেলার কাজ ছিল, তাই এই কোর্সটা দেখে সাথে সাথে শুরু করে দিলাম। n8n দিয়ে কীভাবে ট্রানজেকশন এক্সপোর্ট করে ব্যাংক স্টেটমেন্টের সাথে অটোমেটিক মিলিয়ে দেখা যায় সেটা খুব পরিষ্কারভাবে দেখানো হয়েছে, প্রতিটা নোড আলাদা করে বোঝানো হয়েছে। কোনো গরমিল পেলে সাথে সাথে অ্যালার্ট পাঠানোর অংশটা আমার সবচেয়ে বেশি কাজে লেগেছে, এখন আর সকালে বসে ম্যানুয়ালি চেক করতে হয় না। শেখানোর ধরনটা একদম বাস্তব উদাহরণ দিয়ে, তাই বোঝা সহজ ছিল যদিও আগে n8n কখনো ব্যবহার করিনি। কোর্স শেষ করার পর নিজের কোম্পানির ডেটা দিয়ে সেটআপ করে ফেলেছি এবং এখনো পর্যন্ত দারুণ কাজ করছে।
تسوية الحسابات اليومية صارت أسرع بكثير، وكنت أتمنى شرحاً أعمق لتنبيهات تيليجرام.
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Frequently asked
What do I need to take this course? +
Just a phone or computer with internet. No installs, no special hardware.
How do I pay? +
By card via Stripe. We don’t store card details — Stripe handles them securely.
Can I get a refund? +
Yes — full refund within 14 days, no questions asked.
How long will I have access? +
Forever. Once you purchase, the course is yours to revisit anytime.
Will I get a certificate? +
Yes. On completion you'll receive a certificate you can add to your LinkedIn profile.
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