Home -> Services -> Business & Finance Automation
Business & Finance Automation

Business & Finance Automation

Money management does not have to be manual. This workflow automates invoicing, payment tracking, expense logging, M-Pesa reconciliation, financial alerts, and periodic reports - giving you a clear picture of your finances.

n8nM-Pesa APIQuickBooksGoogle SheetsStripeGmail
Person reviewing financial records and documents

What we automate

  • Invoice generation & delivery
  • M-Pesa payment confirmation
  • Overdue payment reminders
  • Expense logging & categorisation
  • Weekly / monthly financial reports
  • Budget alerts & notifications

Common integrations

  • M-Pesa Daraja API
  • QuickBooks / Wave
  • Google Sheets
  • WhatsApp payment alerts
  • Gmail invoice delivery
  • Stripe / PayPal webhooks
Who it's for: SMEs, freelancers, accountants, and any business that handles invoices, payments, or financial reporting.
Get paid faster. Know your numbers in real-time. Eliminate manual finance admin completely.

The workflow at a glance

How finance runs from trigger to result

Trigger + Result

Invoice Sent->Payment Detected->Records Updated->Overdue Reminder->Budget Alert

How it works

1

Consult

Tell us about the process, tool, or task that is taking up your time. We map the best way to automate it.

2

Build

We design and build your custom n8n workflow - connecting your apps and adding AI where it adds real value.

3

Launch

Your automation goes live. We host, monitor, and maintain it so you never have to manage the technical side.

4

Scale

As your business grows, we add more workflows, connect more tools, and upgrade your automation to keep pace.

Ready to Automate Finance?

Tell us what you want to automate and we will build it for you. Most workflows go live within 3-7 days.

Start on WhatsApp Send an Email

Prefer to talk directly?

Reach us on WhatsApp, email, or call - we respond during business hours (9:00 - 18:00, Nairobi).

Submitting opens WhatsApp with your details pre-filled so we can reply directly.

Automate My Business