Shopify and Stripe integration

Overview Stop guessing your agency's actual margins. This workflow acts as a centralized financial brain for digital marketing agencies. It aggregates real-time data from your time-tracking, ad platforms, and payment processors to calculate precise profitability metrics (Gross Profit, Net Margin, ROAS, and Efficiency). It doesn't just crunch numbers; it uses Google Gemini to act as a virtual CFO, analyzing the data and sending an executive summary to Slack with actionable insights, while simultaneously archiving the data to Google Sheets for historical trending. Key Features Multi-Source Aggregation: Pulls data from Facebook Ads, Google Ads, Shopify, Stripe, and Clockify. Smart Cost Allocation: Automatically calculates overhead (default 30%) and software costs against your gross revenue. AI Analysis: Uses Google Gemini to review the calculated metrics and draft a "Human-readable" executive summary for Slack. Dual Output: Sends instant alerts to Slack and logs granular data to Google Sheets. How to Setup Configure Credentials Ensure you have authenticated credentials for: Clockify Stripe & Shopify Facebook Marketing API & Google Ads Google Sheets & Google Gemini (PaLM) Slack Prepare Google Sheet Create a new Google Sheet with the following headers in Row 1: timestamp, date, totalRevenue, totalAdSpend, facebookAdSpend, googleAdSpend, totalTimeCost, grossProfit, profitMargin, roas. Adjust Logic Configuration Open the "Code in JavaScript" node. At the very top, you will see a CONFIG object. Edit these values to match your agency's model: const CONFIG = { platformFeeRate: 0.029, // Stripe/Shopify fees monthlySoftwareCosts: 500, // Fixed monthly SaaS costs overheadRate: 0.30, // Overhead % (rent, admin, etc) minProfitMargin: 20 // Target margin % }; Remove Mock Data The template includes "Set" nodes with mock data for testing purposes. Simply bypass these nodes and connect the API nodes directly to the "Merge" node when you are ready to go live.

How It Works Consolidates daily revenue from Stripe, PayPal, Shopify, and bank feeds into a single system. The workflow automatically normalizes data across payment sources, uses AI to categorize income transactions, calculates reporting-period totals, and generates tax-compliant CSV and XML submissions. Designed for e-commerce businesses, SaaS companies, and multi-channel retailers managing complex revenue streams, it eliminates manual reconciliation, reduces filing errors, and speeds up financial reporting by automating the entire pipeline from data collection to government submission. Setup Steps Connect Stripe/PayPal/Shopify accounts with API keys to respective nodes. Configure bank feed authentication Set OpenAI credentials for AI Income Categorizer node. Link Google Drive and Gmail Add government tax API endpoint and authentication credentials. Prerequisites Stripe, PayPal, Shopify, or bank APIs; OpenAI account; Google Workspace; Use Cases Quarterly tax preparation for e-commerce; multi-channel revenue reconciliation; Customization Modify normalization rules per jurisdiction; add expense categories to AI prompt; Benefits Eliminates manual reconciliation; reduces tax filing time by 80%; improves accuracy;

How It Works This workflow automates monthly revenue aggregation from multiple financial sources, including Stripe, PayPal, Shopify, and bank feeds, while delivering intelligent tax forecasting through GPT-4–based structured analysis. It systematically retrieves revenue data, consolidates disparate datasets into a unified view, and applies GPT-4 to predict upcoming tax obligations with greater accuracy. The system then generates clearly formatted, audit-ready reports and automatically distributes tax projections to designated agents via Gmail, while securely storing all outputs in Google Sheets to maintain traceable audit trails. Designed for tax professionals, accounting firms, and finance teams, it enables accurate predictive tax planning and supports a proactive compliance strategy without the need for manual calculations or spreadsheet-driven analysis. Setup Steps Connect Stripe, PayPal, Shopify credentials via n8n authentication. Configure OpenAI GPT-4 API key for structured tax analysis. Connect Gmail account for report distribution and Google Sheets. Set monthly trigger schedule and customize tax category rules. Prerequisites Stripe, PayPal, Shopify, or bank feed accounts; OpenAI API key; Gmail account; Google Sheets. Use Cases Accounting firms automating quarterly tax prep for multiple clients Customization Modify revenue sources, adjust GPT-4 prompts for specific tax scenarios Benefits Eliminates manual tax calculations, reduces forecasting errors