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: LowTools
n8n: QuickBooks Online, OpenAI, Gmail
n8n: QuickBooks Online, OpenAI, Gmail
Time saved
~1-2 hrs/month (estimate)
~1-2 hrs/month (estimate)
Difficulty
Intermediate
Intermediate
Steps
- Schedule Trigger: Mondays at 8am.
- QuickBooks Online → Transaction → Get Report, or Invoice → Get All filtered to Balance > 0.
- Code node: put each invoice in a 0-30 / 31-60 / 61-90 / 90+ bucket by due date.
- OpenAI: 'Summarize these buckets and list the five largest overdue customers. Do not invent numbers.'
- 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
Try n8n. We may earn a commission if you sign up, at no cost to you. Disclosure
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