AI-Powered CFO Forecasting Agent: Automated Revenue Predictions from Stripe & GPT-4

Unlock Accurate Financial Projections with this AI Agent

This n8n workflow acts as an AI-driven CFO Forecasting Agent. It empowers you to automate the complex task of revenue forecasting by intelligently processing your Stripe transaction history. The agent uses OpenAI's GPT-4 to identify financial trends, make future revenue predictions, and present them in a structured, actionable format, helping you make data-driven business decisions without manual number crunching.

Key Features & Benefits

• Automated Data Ingestion: Fetches and processes all your Stripe charges daily, eliminating tedious manual data collection and ensuring your analysis is always based on the latest figures.
• Intelligent Revenue Forecasting: Employs OpenAI's powerful GPT-4 model to analyze historical sales data, discern patterns and trends, and accurately predict revenue for the next three months.
• Structured & Actionable Output: Generates detailed monthly forecasts in a clean JSON format, including confidence levels and key financial insights, ready for reports or further analysis.
• Multi-Platform Data Storage: Automatically saves your forecasting results to both a Supabase database (optional) for robust data management and Google Sheets for easy access, visualization, and team collaboration.
• Scheduled Daily Execution: Designed to run automatically every day (e.g., at 9 AM), keeping your financial forecasts current and readily available.
• Enhanced Context with RAG (Optional): Can be integrated with Pinecone for Retrieval Augmented Generation, allowing the AI to leverage a broader historical context for potentially even more accurate and nuanced predictions.
• CFO-Grade Insights: Provides professional-level financial analysis and trend identification, giving you the strategic foresight typically associated with a dedicated finance team.

• n8n instance (Cloud or self-hosted).
• Stripe account with API access.
• OpenAI API key (GPT-4 recommended).
• Google Sheets API credentials.
• Supabase account and credentials (optional).
• Pinecone account and credentials (optional, for enhanced context).

1. Download the n8n workflow JSON file.
2. Import the workflow into your n8n instance.
3. Configure the 'Stripe' node: Set up your Stripe credentials to allow the workflow to fetch transaction data.
4. Configure the 'OpenAI' node(s): Enter your OpenAI API Key. Ensure you select a GPT-4 model for optimal forecasting quality. Review and customize the prompts if needed to tailor the analysis to your business specifics.
5. Configure the 'Google Sheets' node: Authenticate with your Google account. Specify the Spreadsheet ID and sheet name where forecasts will be saved. You might need to prepare the sheet structure or use a provided template.
6. (Optional) Configure the 'Supabase' node: If using Supabase, enter your Supabase project URL and API Key. Set up the target table for storing forecast data.
7. (Optional) Configure 'Pinecone' integration: If using RAG for enhanced context, set up your Pinecone API key, environment, and index name in the relevant Pinecone and embedding nodes.
8. Adjust the 'Schedule' node (or Cron node) to your preferred daily execution time (default is often 9 AM).
9. Test the workflow with a small dataset or manual execution to ensure all connections and data flows are correct.
10. Activate the workflow for automated daily forecasting.