Automated Monthly Financial Business Performance Report

This n8n workflow automates the process of generating a comprehensive monthly financial performance report for different business units or cost centers within an organization. It triggers on the 5th of each month, dynamically calculates key financial metrics, compares actuals against budgets, and analyzes vertical and project-specific data. The workflow pulls data from a MySQL database, performs multiple financial calculations, and visualizes results in attractive HTML tables. It leverages AI tools for detailed analysis, generates a structured executive report, and automatically emails this report to stakeholders. This process streamlines monthly financial reporting, enhances accuracy, and provides management with actionable insights for strategic decisions.