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使用O3 CFO和GPT-4.1-mini财务团队自动化财务运营

高级

这是一个Document Extraction, AI Chatbot领域的自动化工作流，包含 18 个节点。主要使用 Agent, AgentTool, ToolThink, ChatTrigger, LmChatOpenAi 等节点。 使用O3 CFO和GPT-4.1-mini财务团队自动化财务运营

前置要求
  • •OpenAI API Key

使用的节点 (18)

StickyNote
Agent
AgentTool
ToolThink
ChatTrigger
LmChatOpenAi

分类

文档提取
AI 聊天机器人
工作流预览
可视化展示节点连接关系，支持缩放和平移
React Flow
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
  "meta": {
    "instanceId": "12e6f290a974a1eee154f8d915aade185e90e826260e6aeab8a087ba7386a1bc",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "finance-chat-trigger",
      "name": "When chat message received",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        -2864,
        -576
      ],
      "webhookId": "finance-webhook-id",
      "parameters": {
        "options": {}
      },
      "typeVersion": 1.1
    },
    {
      "id": "cfo-agent",
      "name": "CFO Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        -2640,
        -816
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 2.1
    },
    {
      "id": "finance-think",
      "name": "Think",
      "type": "@n8n/n8n-nodes-langchain.toolThink",
      "position": [
        -2512,
        -496
      ],
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "fp-agent",
      "name": "Financial Planning Analyst",
      "type": "@n8n/n8n-nodes-langchain.agentTool",
      "position": [
        -2240,
        -96
      ],
      "parameters": {
        "text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
        "options": {},
        "toolDescription": "call this AI Agent that specializes in financial planning, budgeting, forecasting, and strategic financial modeling"
      },
      "typeVersion": 2.2
    },
    {
      "id": "accounting-agent",
      "name": "Accounting Specialist",
      "type": "@n8n/n8n-nodes-langchain.agentTool",
      "position": [
        -1280,
        -704
      ],
      "parameters": {
        "text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
        "options": {},
        "toolDescription": "call this AI Agent that specializes in bookkeeping, financial statements, tax preparation, and accounting compliance"
      },
      "typeVersion": 2.2
    },
    {
      "id": "treasury-agent",
      "name": "Treasury & Cash Management Specialist",
      "type": "@n8n/n8n-nodes-langchain.agentTool",
      "position": [
        -1840,
        -304
      ],
      "parameters": {
        "text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
        "options": {},
        "toolDescription": "call this AI Agent that specializes in cash flow management, treasury operations, banking relationships, and liquidity planning"
      },
      "typeVersion": 2.2
    },
    {
      "id": "fa-agent",
      "name": "Financial Analyst",
      "type": "@n8n/n8n-nodes-langchain.agentTool",
      "position": [
        -1328,
        -80
      ],
      "parameters": {
        "text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
        "options": {},
        "toolDescription": "call this AI Agent that specializes in financial analysis, variance analysis, KPI reporting, and performance metrics"
      },
      "typeVersion": 2.2
    },
    {
      "id": "investment-agent",
      "name": "Investment & Risk Analyst",
      "type": "@n8n/n8n-nodes-langchain.agentTool",
      "position": [
        -1744,
        -1024
      ],
      "parameters": {
        "text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
        "options": {},
        "toolDescription": "call this AI Agent that specializes in investment analysis, risk assessment, financial modeling, and capital allocation"
      },
      "typeVersion": 2.2
    },
    {
      "id": "audit-agent",
      "name": "Internal Audit & Controls Specialist",
      "type": "@n8n/n8n-nodes-langchain.agentTool",
      "position": [
        -1344,
        -1264
      ],
      "parameters": {
        "text": "={{ $fromAI('Prompt__User_Message_', ``, 'string') }}",
        "options": {},
        "toolDescription": "call this AI Agent that specializes in internal auditing, financial controls, compliance monitoring, and risk management"
      },
      "typeVersion": 2.2
    },
    {
      "id": "cfo-model",
      "name": "OpenAI Chat Model CFO",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -2672,
        -496
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "o3",
          "cachedResultName": "o3"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YOUR_OPENAI_CREDENTIAL_ID",
          "name": "OpenAI account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "fp-model",
      "name": "OpenAI Chat Model1",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -2208,
        368
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YOUR_OPENAI_CREDENTIAL_ID",
          "name": "OpenAI account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "accounting-model",
      "name": "OpenAI Chat Model2",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1312,
        -496
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YOUR_OPENAI_CREDENTIAL_ID",
          "name": "OpenAI account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "treasury-model",
      "name": "OpenAI Chat Model3",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1824,
        -144
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YOUR_OPENAI_CREDENTIAL_ID",
          "name": "OpenAI account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "fa-model",
      "name": "OpenAI Chat Model4",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1328,
        96
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YOUR_OPENAI_CREDENTIAL_ID",
          "name": "OpenAI account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "investment-model",
      "name": "OpenAI Chat Model5",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1776,
        -768
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YOUR_OPENAI_CREDENTIAL_ID",
          "name": "OpenAI account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "audit-model",
      "name": "OpenAI Chat Model6",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1312,
        -944
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "YOUR_OPENAI_CREDENTIAL_ID",
          "name": "OpenAI account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "finance-header-sticky",
      "name": "Sticky Note Header",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -3808,
        -880
      ],
      "parameters": {
        "color": 3,
        "width": 580,
        "height": 320,
        "content": "=======================================\n        CFO AGENT WITH FINANCE TEAM\n=======================================\nFor any questions or support, please contact:\n    Yaron@nofluff.online\n\nExplore more tips and tutorials here:\n   - YouTube: https://www.youtube.com/@YaronBeen/videos\n   - LinkedIn: https://www.linkedin.com/in/yaronbeen/\n======================================="
      },
      "typeVersion": 1
    },
    {
      "id": "finance-main-sticky",
      "name": "Sticky Note Main",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -3808,
        -544
      ],
      "parameters": {
        "color": 3,
        "width": 740,
        "height": 2500,
        "content": "## 💰 **CFO AGENT WITH FINANCE TEAM - AI WORKFLOW**\n\n**🔥 Powered by OpenAI O3 & GPT-4.1-mini Multi-Agent System**\n\n#FinTech #FinanceAutomation #n8nWorkflows #OpenAI #FinancialAI\n\n---\n\n### 📝 **Overview**\n\nThis multi-agent n8n automation creates a comprehensive finance department. A strategic CFO agent receives your financial requests, analyzes financial requirements, and coordinates specialized agents for financial planning, accounting, treasury, analysis, investments, and auditing—delivering complete financial management with AI efficiency.\n\n---\n\n### ⚙️ **How It Works**\n\n1. **Chat trigger** receives financial requests (e.g., \"Create a comprehensive budget and forecast for next year\")\n2. **CFO Agent** (O3) analyzes financial needs and determines strategy\n3. Delegates to specialist agents:\n   - Financial Planning Analyst\n   - Accounting Specialist\n   - Treasury & Cash Management Specialist\n   - Financial Analyst\n   - Investment & Risk Analyst\n   - Internal Audit & Controls Specialist\n4. Each agent uses **GPT-4.1-mini** for specialized financial analysis\n5. Results compiled into comprehensive financial deliverables\n\n---\n\n### 👥 **Meet Your AI Finance Team**\n\n| Agent | Purpose | Model | Output |\n|-------|---------|-------|--------|\n| 💰 **CFO Agent** | Financial strategy & oversight | O3 | Strategic financial leadership |\n| 📊 **Financial Planning** | Budgets, forecasts, models | GPT-4.1-mini | Financial plans |\n| 📚 **Accounting Specialist** | Books, statements, compliance | GPT-4.1-mini | Financial records |\n| 🏦 **Treasury Specialist** | Cash management, banking | GPT-4.1-mini | Treasury operations |\n| 📈 **Financial Analyst** | Analysis, reporting, KPIs | GPT-4.1-mini | Financial insights |\n| 💼 **Investment Analyst** | Investments, risk, capital | GPT-4.1-mini | Investment strategies |\n| 🔍 **Audit Specialist** | Controls, compliance, audit | GPT-4.1-mini | Audit frameworks |\n\n---\n\n### 💡 **Use Cases**\n\n- **Budget & Forecasting**: Annual budgets → Quarterly forecasts → Variance analysis\n- **Financial Reporting**: P&L statements → Balance sheets → Cash flow statements\n- **Investment Analysis**: ROI calculations → Risk assessments → Capital allocation\n- **Treasury Management**: Cash flow planning → Banking optimization → Liquidity management\n- **Audit & Compliance**: Internal controls → Risk management → Regulatory compliance\n- **Financial Planning**: Strategic planning → Scenario modeling → Performance tracking\n\n---\n\n### 💸 **Cost Optimization**\n\n- **O3 for CFO**: Complex financial strategy only\n- **GPT-4.1-mini for specialists**: 90% cost reduction\n- **Parallel processing**: Multiple financial workstreams\n- **Template library**: Proven financial frameworks\n\n---\n\n### 🏷️ **Tags**\n\n#FinancialPlanning #Accounting #Treasury #FinancialAnalysis #InvestmentAnalysis\n#InternalAudit #FinanceOps #BudgetingForecasting #FinancialReporting #FinancialModeling\n#n8n #OpenAI #MultiAgentSystem #FinanceTech #CFOAutomation #FinancialStrategy"
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "finance-think": {
      "ai_tool": [
        [
          "CFO Agent",
          "ai_tool",
          0
        ]
      ]
    },
    "fa-agent": {
      "ai_tool": [
        [
          "CFO Agent",
          "ai_tool",
          0
        ]
      ]
    },
    "fp-model": {
      "ai_languageModel": [
        [
          "Financial Planning Analyst",
          "ai_languageModel",
          0
        ]
      ]
    },
    "accounting-model": {
      "ai_languageModel": [
        [
          "Accounting Specialist",
          "ai_languageModel",
          0
        ]
      ]
    },
    "treasury-model": {
      "ai_languageModel": [
        [
          "Treasury & Cash Management Specialist",
          "ai_languageModel",
          0
        ]
      ]
    },
    "fa-model": {
      "ai_languageModel": [
        [
          "Financial Analyst",
          "ai_languageModel",
          0
        ]
      ]
    },
    "investment-model": {
      "ai_languageModel": [
        [
          "Investment & Risk Analyst",
          "ai_languageModel",
          0
        ]
      ]
    },
    "audit-model": {
      "ai_languageModel": [
        [
          "Internal Audit & Controls Specialist",
          "ai_languageModel",
          0
        ]
      ]
    },
    "accounting-agent": {
      "ai_tool": [
        [
          "CFO Agent",
          "ai_tool",
          0
        ]
      ]
    },
    "cfo-model": {
      "ai_languageModel": [
        [
          "CFO Agent",
          "ai_languageModel",
          0
        ]
      ]
    },
    "investment-agent": {
      "ai_tool": [
        [
          "CFO Agent",
          "ai_tool",
          0
        ]
      ]
    },
    "fp-agent": {
      "ai_tool": [
        [
          "CFO Agent",
          "ai_tool",
          0
        ]
      ]
    },
    "finance-chat-trigger": {
      "main": [
        [
          "CFO Agent",
          "main",
          0
        ]
      ]
    },
    "audit-agent": {
      "ai_tool": [
        [
          "CFO Agent",
          "ai_tool",
          0
        ]
      ]
    },
    "treasury-agent": {
      "ai_tool": [
        [
          "CFO Agent",
          "ai_tool",
          0
        ]
      ]
    }
  }
}
常见问题

如何使用这个工作流？

复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。

这个工作流适合什么场景？

高级 - 文档提取, AI 聊天机器人

需要付费吗？

本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。

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难度等级
高级
节点数量18
分类2
节点类型6
难度说明

适合高级用户，包含 16+ 个节点的复杂工作流

作者
Yaron Been

Yaron Been

@yaron-nofluff

Building AI Agents and Automations | Growth Marketer | Entrepreneur | Book Author & Podcast Host If you need any help with Automations, feel free to reach out via linkedin: https://www.linkedin.com/in/yaronbeen/ And check out my Youtube channel: https://www.youtube.com/@YaronBeen/videos

外部链接
在 n8n.io 查看 →

分享此工作流

分类

多模态 AI
1540
人工智能
1108
内容创作
695
AI 摘要总结
516
营销
419
AI 聊天机器人
251
工程
241
市场调研
203
杂项
193
其他
176
销售
162
IT 运维
156
文档提取
147
AI RAG 检索增强
146
构建模块
144
社交媒体
137
潜在客户开发
125
个人效率
117
开发运维
111
人力资源
101
客户支持
97
客户培育
87
客户关系管理
82
财务
81
产品
77
客服机器人
76
设计
70
工单管理
67
安全运维
57
发票处理
53
加密货币交易
49
文件管理
39
项目管理
35
内部知识库
32

分类: 34