Close RecipesRecipesSubmitAbout

← All recipes

Get a weekly AR aging summary written by AI (n8n)

Every Monday, pull AR aging and get a plain-English summary of who to chase.

n8nAccounts receivableIntermediateHuman check: Low
Tools
n8n: QuickBooks Online, OpenAI, Gmail
Time saved
~1-2 hrs/month (estimate)
Difficulty
Intermediate

Steps

  1. Schedule Trigger: Mondays at 8am.
  2. QuickBooks Online → Transaction → Get Report, or Invoice → Get All filtered to Balance > 0.
  3. Code node: put each invoice in a 0-30 / 31-60 / 61-90 / 90+ bucket by due date.
  4. OpenAI: 'Summarize these buckets and list the five largest overdue customers. Do not invent numbers.'
  5. Gmail: send the summary along with the raw bucket totals.

Keep a human check here: Low risk

Spot-check the totals against the AR Aging report in QuickBooks. AI summaries can drop or round numbers.

Node and module names match n8n's docs as of Oct 2026. Apps rename triggers and actions sometimes, so check yours in the editor. Try it with test data or a sandbox company first.

Build it

[AFFILIATE LINK PLACEHOLDER: not live]
Try n8n. We may earn a commission if you sign up, at no cost to you. Disclosure

Related recipes

Get overdue invoice reminders from QuickBooks (Zapier)

Create a draft reminder email whenever a QuickBooks invoice comes due.

ZapierAccounts receivableBeginnerHuman check: Medium

Saves ~2-3 hrs/month

Record Stripe payments against Xero invoices (n8n)

When a Stripe payment succeeds, find the matching Xero invoice and log it for posting.

n8nAccounts receivableAdvancedHuman check: High

Saves ~3-6 hrs/month

Turn a signed order form into a QuickBooks invoice (Make)

When an order form comes in, find or create the customer and create an invoice.

MakeAccounts receivableIntermediateHuman check: Medium

Saves ~2-4 hrs/month


One new finance automation recipe every week

Free. Tested workflows for QuickBooks, Xero, BILL, and more.

We'll ask you to confirm your email. Unsubscribe anytime.