18 free templates

Finance Ops Workflow Templates

These free finance automation templates extract invoice data, handle payment webhooks, and create receipts without manual data entry. They run on Heym, a self-hosted and source-available platform, so finance teams can automate operations while keeping payment data inside their own systems.

invoice extraction
payment webhooks
QuickBooks receipts
price alerts

Browse templates

Use cases

What you can automate with Finance Ops templates

Invoice data extraction

Parse a PDF invoice with an AI agent and return structured JSON with vendor, amount, line items, and totals.

Payment webhooks

Receive a Stripe-style webhook, send a receipt on success, and alert your team in Slack on failure.

Accounting receipts

Create QuickBooks sales receipts automatically from incoming Stripe payments.

Price monitoring

Subscribe to a live price feed and trigger an alert when a threshold is crossed.

Popular Finance Ops templates

Invoice Data Extraction from PDF

An AI agent calls LlamaParse to parse a PDF invoice, then returns structured JSON with vendor, amount, line items, and totals.

Payment Webhook Handler

Receive a Stripe-style webhook payload, parse the event, send a receipt email on success, and Slack-alert your team on failure.

QuickBooks Sales Receipts from Stripe

Receive Stripe payment webhooks, create or find the QuickBooks customer, and generate a sales receipt automatically.

Binance WebSocket BTC Price Alert

Subscribe to the Binance public WebSocket ticker stream and trigger a price alert when BTC/USDT crosses your target threshold — no API key required.

Browse all Finance Ops templates

Pick a workflow, copy the JSON, and adapt the nodes for your team.

18 templates·Finance Ops

Sticky Note

Payment Webhook Handler

Parse a Stripe-style webhook, send receipt on success, Slack alert on failure.

Main path

WebhookPayload -> ParseEvent -> IsSuccess -> [true] SendReceipt -> PaymentLogged

Sticky Note

Before you run

Replace the textInput node with a Webhook trigger for production use.
Add an SMTP credential to SendReceipt and set the from address.
Add a Slack credential to AlertFailure and set your ops channel name.

WebhookPayload

ParseEvent

IsSuccess

true

false

SendReceipt

PaymentLogged

AlertFailure

FailureLogged

Sticky Note

Live run checklist

Test both exits around IsSuccess before going live.
Replace sample values early so downstream expressions are validated with real data.
Double-check AlertFailure before sending alerts or messages to a live destination.

Payment Webhook Handler

Finance Ops

Receive a Stripe-style webhook payload, parse the event, send a receipt email on success, and Slack-alert your team on failure.

#Payments#Stripe#Webhook

Sticky Note

Binance WebSocket BTC Price Alert

Subscribe to the Binance public ticker stream and fire an alert when BTC/USDT crosses your threshold — no API key needed.

Main path

BinanceFeed -> PriceAlertCheck -> FormatAlert -> AlertFired

Sticky Note

Before you run

No credential needed — Binance ticker streams are public.
Change the threshold in PriceAlertCheck: $int($BinanceFeed.message.data) > $int(78500)
Swap btcusdt in the WebSocket URL for another pair (ethusdt, solusdt, etc.).

BinanceFeed

PriceAlertCheck

true

false

FormatAlert

AlertFired

QuietTick

Binance WebSocket BTC Price Alert

Finance Ops

Subscribe to the Binance public WebSocket ticker stream and trigger a price alert when BTC/USDT crosses your target threshold — no API key required.

#Binance#WebSocket#Crypto

Sticky Note

Invoice Data Extraction from PDF

Agent calls LlamaParse tool → receives markdown → returns structured invoice JSON.
Tool:

llamaParseAPI — POST PDF URL to LlamaParse, returns markdown

Sticky Note

llamaParseAPI tool:

POST PDF URL → LlamaParse
Returns: markdown text of the invoice

Agent output schema:

Sticky Note

Before you run

Open llamaParseAPI and replace YOUR_LLAMAPARSE_KEY in the curl command.
Open InvoiceExtractor and connect an OpenAI-compatible credential.
Paste a real invoice PDF URL into InvoiceURL and hit Run.

InvoiceURL

llamaParseAPI

InvoiceExtractor

GLM-4.7

InvoiceData

Invoice Data Extraction from PDF

Finance Ops

An AI agent calls LlamaParse to parse a PDF invoice, then returns structured JSON with vendor, amount, line items, and totals.

#Invoice#PDF#LlamaParse

Sticky Note

QuickBooks Sales Receipts from Stripe

Parse Stripe webhook → find or create QB customer → post sales receipt.

Main path (success)

StripeWebhook -> ParseStripeEvent -> IsPaymentSuccess -> [true] FindQBCustomer -> CustomerExists -> [true] CreateReceiptExisting -> ReceiptCreatedA

Sticky Note

Before you run

Replace textInput with a Webhook trigger node for production use.
Add "Authorization: Bearer YOUR_QB_TOKEN" to all QuickBooks HTTP nodes.
Replace YOUR_QB_COMPANY_ID in the HTTP node URLs with your real company ID.

StripeWebhook

ParseStripeEvent

IsPaymentSuccess

true

false

FindQBCustomer

CustomerExists

true

false

CreateQBCustomer

CreateReceiptExisting

CreateReceiptNew

ReceiptCreatedA

ReceiptCreatedB

AlertFailure

EventSkipped

Sticky Note

Live run checklist

Test both exits around IsPaymentSuccess before going live.
Replace sample values early so downstream expressions are validated with real data.
Double-check AlertFailure before sending alerts or messages to a live destination.

QuickBooks Sales Receipts from Stripe

Finance Ops

Receive Stripe payment webhooks, create or find the QuickBooks customer, and generate a sales receipt automatically.

#Stripe#QuickBooks#Payments

Sticky Note

Portfolio brief setup

Connect a holdings sheet with symbol, sector, marketValue, and targetWeight.
Tune risk thresholds in analyzeDiversification.
The condition looks for REVIEW_REQUIRED.
Use this as an operations alert, not investment advice.

portfolioReviewSchedule

readPortfolioRows

analyzeDiversification

GLM-4.7

portfolioRiskCheck

true

false

postPortfolioRisk

portfolioRiskResult

portfolioReviewResult

Sticky Note

Live run checklist

Test both exits around portfolioRiskCheck before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check postPortfolioRisk before sending alerts or messages to a live destination.

Portfolio Diversification Slack Brief

Finance Ops

Read portfolio holdings from Google Sheets, analyze concentration risk with AI, and alert Slack when exposure needs review.

#Finance#Portfolio#Google Sheets

Sticky Note

Renewal tracker setup

Use columns: vendor, contractValue, renewalDate, noticePeriodDays, autoRenew, owner.
Tune the renewal window in assessRenewals (default 60 days).
The condition looks for RENEWAL_ACTION.
Keep a qualified reviewer responsible for renewal decisions.

renewalSchedule

readContractRegister

assessRenewals

GLM-4.7

renewalActionCheck

true

false

notifyContractOwners

renewalActionResult

renewalDigestResult

Sticky Note

Live run checklist

Test both exits around renewalActionCheck before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check notifyContractOwners before sending alerts or messages to a live destination.

Contract Renewal & Expiry Tracker

Legal & Compliance

Scan a contract register on a schedule, flag agreements nearing renewal or auto-renew notice deadlines, and alert owners in Slack.

#Legal#Contract Management#Renewals

Sticky Note

Invoice skill setup

Pick an LLM credential in invoiceAgent.
Edit line_items, tax_rate, and discount_percent in invoiceInput.
The invoice_line_total Python skill does the math.
Figures are precise and rounded to cents.

invoiceInput

invoiceAgent

z-ai/glm-4.7

invoiceResult

Invoice Total Calculator (Agent Skill)

Finance Ops

An agent runs a bundled Python skill that computes line totals, discount, tax, and the grand total from invoice items.

#Skills#Python#Invoice

Sticky Note

Demand letter PDF setup

Pick an LLM credential in demandAgent.
Edit creditor, debtor, line_items, and deadline in demandIntake.
The demand_letter_pdf Python skill totals amounts and renders the PDF.
Output is a draft for review, not legal advice.

demandIntake

demandAgent

GLM-4.7

demandResult

Demand Letter Generator (Agent Skill, PDF)

Legal & Compliance

An agent drafts a formal payment demand letter; a bundled Python skill totals the amounts owed and renders a downloadable PDF.

#Skills#Python#PDF

Sticky Note

Due diligence team

Orchestrator -> FinancialAnalyst + LegalRiskAnalyst -> DiligenceSynthesizer.

Add an LLM credential to all four Agent nodes.
Enter the deal context and known facts.
Verify every finding against primary documents.

dealInput

Orchestrator

GLM-4.7

FinancialAnalyst

sub-agent

GLM-4.7

LegalRiskAnalyst

sub-agent

GLM-4.7

DiligenceSynthesizer

sub-agent

GLM-4.7

diligenceBrief

Sticky Note

Live run checklist

Run once with sample data and inspect each node output in sequence.
Replace sample values early so downstream expressions are validated with real data.
Keep node labels stable if you update expressions that reference earlier outputs.

Due Diligence Agent Team

Agent Teams

An orchestrator runs a financial analyst, a legal and risk analyst, and a synthesizer to produce a structured due diligence brief.

#Multi-Agent#Orchestrator#Due Diligence

Sticky Note

Before you run

Select an Amazon S3 credential with write access.
Replace finance-archive-bucket with your bucket name.
Keep the prefix aligned with your retention policy.

ArchiveRequest

StoreEvidence

ArchiveResult

Finance Evidence S3 Archive

Finance Ops

Upload a finance evidence note to a structured Amazon S3 path and return the stored object key.

#Amazon S3#Finance#Archive

Sticky Note

Before you run

Replace commerce, ERP, and payment endpoints.
Connect an LLM credential.
Tune the CASH_EXCEPTION threshold.
Choose a revenue operations Slack channel.
Test with fulfilled, refunded, and failed payment samples.

OrderEvent

FetchFulfillmentStatus

FetchPaymentStatus

CashExceptionAgent

z-ai/glm-4.7

ExceptionGate

true

false

NotifyRevenueOps

PatchExceptionQueue

OrderCashResult

Sticky Note

Live run checklist

Test both exits around ExceptionGate before going live.
Replace sample values early so downstream expressions are validated with real data.
Double-check NotifyRevenueOps before sending alerts or messages to a live destination.

Order-to-Cash Exception Agent

Finance Ops

Inspect order, fulfillment, invoice, and payment events, then route revenue exceptions before they become customer-facing issues.

#Order to Cash#ERP#Payments

Sticky Note

Before you run

Connect the carrier invoice sheet.
Replace the shipment milestone endpoint.
Connect an LLM credential.
Define accessorial and duplicate invoice rules.
Choose a logistics finance Slack channel.

FreightAuditSchedule

ReadInvoiceRows

FetchShipmentMilestones

FreightAuditAgent

z-ai/glm-4.7

OverchargeGate

true

false

NotifyLogisticsFinance

FreightAuditResult

Sticky Note

Live run checklist

Test both exits around OverchargeGate before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check NotifyLogisticsFinance before sending alerts or messages to a live destination.

Freight Invoice Audit Agent

Finance Ops

Audit carrier invoices against shipment milestones, contracts, and accessorial rules before overcharges hit finance.

#Freight Audit#Logistics#Invoice Review

Sticky Note

Before you run

Replace support incident and contract endpoints.
Connect an LLM credential.
Choose an account team Slack channel.
Send customer emails to an internal review address first.
Keep legal and finance approval in the loop.

SlaReviewSchedule

FetchSupportIncidents

FetchContractTerms

SlaCreditAgent

z-ai/glm-4.7

CreditApprovalGate

true

false

NotifyAccountTeam

DraftCustomerEmail

SlaCreditResult

Sticky Note

Live run checklist

Test both exits around CreditApprovalGate before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check NotifyAccountTeam before sending alerts or messages to a live destination.

Support Contract SLA Credit Agent

Customer Support

Compare support incidents against contract SLAs, draft credit recommendations, and route finance-sensitive exceptions for approval.

#Support#SLA#Contracts

Sticky Note

Before you run

Use a dedicated accounts payable inbox.
Connect a trusted vendor master API.
Never verify with contact details from the inbound email.
Require a human callback for every bank detail change.
Do not connect this workflow to payment execution.

PaymentChangeMailbox

BuildPaymentReviewPacket

LookupVendorRecord

ReviewPaymentChangeRisk

z-ai/glm-4.7

out

HITL

RoutePaymentDecision

blocked

verified

default

AlertPaymentFraudTeam

BlockedPaymentReceipt

ArchiveVerifiedPaymentChange

VerifiedPaymentReviewReceipt

RequestTrustedCallback

CallbackRequiredReceipt

Sticky Note

Live run checklist

Test both exits around RoutePaymentDecision before going live.
Replace sample values early so downstream expressions are validated with real data.
Double-check AlertPaymentFraudTeam before sending alerts or messages to a live destination.

Deepfake Vendor Payment Change Triage

Finance Ops

Cross-check urgent vendor payment change emails, require human review, and block social engineering signals before money moves.

#Deepfake Fraud#Payment Fraud#Business Email Compromise

Sticky Note

Before you run

Map the query to billing and inference telemetry tables.
Confirm token and GPU-hour allocation with platform owners.
Connect an LLM credential, email, and Google Sheets.
Adjust the 25 percent anomaly threshold.
Test zero-token and missing-cost intervals.

GpuFinOpsSchedule

QueryGpuInferenceUsage

CalculateInferenceUnitCost

GpuCostAnomalyGate

true

false

ExplainGpuCostAnomaly

z-ai/glm-4.7

EmailAiFinOpsOwners

AppendGpuCostHistory

GpuCostAlertReceipt

GpuCostNormalReceipt

Sticky Note

Live run checklist

Test both exits around GpuCostAnomalyGate before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Keep node labels stable if you update expressions that reference earlier outputs.

GPU Inference Cost per Token Anomaly Monitor

Finance Ops

Calculate GPU inference cost per million tokens, detect efficiency regressions, and send a FinOps investigation brief.

#GPU FinOps#Inference Cost#Cost per Token

Sticky Note

Before you run

Replace FetchContractRates with your rating engine.
Replace FetchSpotRates with your freight marketplace.
Connect an LLM credential.
Add accessorials your lanes usually need to the agent's instruction.

ShipmentRequest

FetchContractRates

FetchSpotRates

RateComparisonAgent

z-ai/glm-4.7

RateRecommendation

Carrier Rate Quote Comparison Agent

Logistics & Supply Chain

Enter a lane, weight and ready date, pull contract and spot rates, and get a carrier recommendation that weighs cost, transit time and reliability.

#Logistics#Freight Rates#Carrier Selection

Sticky Note

Before you run

Connect an LLM credential and SMTP.
Add your contracted tariff and demand ratchet to the instruction.
Set the energy manager's address.

BillUpload

ReadBillText

BillCheckAgent

z-ai/glm-4.7

DisputeGate

true

false

EmailEnergyManager

BillCheckResult

Sticky Note

Live run checklist

Test both exits around DisputeGate before going live.
Replace sample values early so downstream expressions are validated with real data.
Keep node labels stable if you update expressions that reference earlier outputs.

Utility Bill Validation Agent

Energy & Utilities

Upload a utility bill PDF to check tariff, demand charges, estimated reads, multipliers and fees, and email the energy manager when a charge is worth disputing.

#Energy#Utility Bills#Bill Audit

Sticky Note

Before you run

Point FetchNewOrders at your store's orders API.
Connect an LLM credential and Slack.
Hold flagged orders in fulfillment until reviewed.

OrderScreenSchedule

FetchNewOrders

FraudScreenAgent

z-ai/glm-4.7

RiskGate

true

false

HoldForReview

FraudScreenResult

Sticky Note

Live run checklist

Test both exits around RiskGate before going live.
Tune the schedule, wait, or batch size first so repeated runs stay predictable.
Double-check HoldForReview before sending alerts or messages to a live destination.

Order Fraud Risk Screening Agent

E-commerce

Screen new orders every ten minutes for address mismatches, forwarders, velocity and card signals, and hold risky ones for review before they ship.

#E-commerce#Fraud Prevention#Order Review

All 18 Finance Ops templates, A to Z

Why teams run Finance Ops workflows on Heym

Heym is a source-available, self-hosted AI workflow platform for agentic automation: agents that call tools, retrieve from your own documents, and pause for human review when a step needs it.

Free and source-available

Released under MIT with a Commons Clause, with no per-task or per-execution pricing.

Self-hosted

Runs on your own infrastructure with Docker, so your data and credentials stay yours.

One-paste import

Copy a template JSON, paste it onto the canvas, and run it in minutes.

Agentic by default

Agent nodes, MCP tools, and built-in RAG on a visual workflow canvas.

Finance Ops templates FAQ

How do I extract data from invoices with AI?

The Invoice Data Extraction template uses an AI agent to parse a PDF invoice and return clean JSON with vendor, totals, and line items, ready to push into your accounting system.

Can I customize a template after importing it?

Every node, prompt, credential, and connection is editable after import. Swap the model, change the trigger, add or remove tools, and rewire branches directly on the canvas without writing boilerplate.

How do I use one of these templates?

Open a template, copy its JSON, then paste it onto the Heym workflow canvas. It loads with every node and connection in place, so you can run it in minutes and adapt it to your own data.

Is Heym free and self-hosted?

Yes. Heym is source-available under an MIT license with a Commons Clause, so you can run every template on your own infrastructure with Docker. There is no per-task or per-execution pricing, and your data and credentials stay inside your environment.

What makes these different from ordinary automation templates?

Each one runs on an AI-native canvas, so agent nodes, MCP tools, and built-in RAG sit in the same workflow as the triggers, branching, and integrations. That is the difference between a fixed sequence of steps and an agentic workflow that can retrieve context, call tools, and pause for human review while it runs.

How to connect two APIs in a workflow What is AI workflow automation?Heym Work, the Finance edition Browse all Heym nodes

Template categories

Explore other use cases

View all templates

Marketing & SEO

Content repurposing, social publishing, SEO research, analytics reporting, and audience monitoring for growth teams.

Sales & CRM

Lead qualification, CRM enrichment, personalized outreach, follow-up workflows, and revenue handoffs.

Customer Support

Email triage, FAQ replies, human approval checkpoints, inbox summaries, and customer escalation routing.

Legal & Compliance

Governed research, review checkpoints, policy-sensitive document handling, and audit-friendly agent workflows.

HR & Recruiting

Candidate search, resume-style ranking, recruiting summaries, interview preparation, and hiring pipeline automation.

Document Ops

RAG ingestion, document Q&A, PDF and DOCX workflows, translation, file sharing, and structured extraction.

Data & Analytics

Spreadsheet enrichment, ETL-style syncs, schema remapping, BigQuery handoffs, and reporting pipelines.

Dev & IT Ops

Release monitoring, Sentry issue triage, API reliability, code review, WebSocket alerts, RabbitMQ jobs, and internal tool workflows.

App Integrations

Connect Slack, Discord, Telegram, HTTP APIs, MCP tools, and external systems with reusable workflow patterns.

Personal Productivity

Personal assistants, briefing emails, meeting summaries, lightweight research, reminders, and daily automation.

Education & Learning

Language learning, study guides, lesson planning, assessment feedback, research workflows, and LMS operations.

Healthcare

Clinical-style triage examples, structured health summaries, specialist review patterns, and careful human oversight.

Logistics & Supply Chain

Shipment tracking, delivery exceptions, carrier rates, freight audit, dock scheduling, and supply chain data checks.

Energy & Utilities

Smart meter anomalies, field work orders, outage updates, solar performance, utility bill checks, and interconnection reviews.

E-commerce

Return triage, review insights, order fraud screening, cart recovery, product catalog quality, and inventory checks.

AI Agents

General LLM and agent workflows for classification, generation, evaluation, image creation, and text-to-workflow examples.

Agent Teams

Orchestrator, researcher, writer, validator, and specialist agent patterns for multi-step AI work.

Operations Automation

Scheduled checks, debounce steps, generic routers, async dispatchers, and repeatable business operations.

Agent Skills

Agent templates with bundled skills, custom tools, Python actions, and repeatable expert workflows.

What you can automate with Finance Ops templates

Invoice data extraction

Payment webhooks

Accounting receipts

Price monitoring

Popular Finance Ops templates

Invoice Data Extraction from PDF

Payment Webhook Handler

QuickBooks Sales Receipts from Stripe

Binance WebSocket BTC Price Alert

Browse all Finance Ops templates

Payment Webhook Handler

Binance WebSocket BTC Price Alert

Invoice Data Extraction from PDF

QuickBooks Sales Receipts from Stripe

Portfolio Diversification Slack Brief

Contract Renewal & Expiry Tracker

Invoice Total Calculator (Agent Skill)

Demand Letter Generator (Agent Skill, PDF)

Due Diligence Agent Team

Finance Evidence S3 Archive

Order-to-Cash Exception Agent

Freight Invoice Audit Agent

Support Contract SLA Credit Agent

Deepfake Vendor Payment Change Triage

GPU Inference Cost per Token Anomaly Monitor

Carrier Rate Quote Comparison Agent

Utility Bill Validation Agent

Order Fraud Risk Screening Agent

Why teams run Finance Ops workflows on Heym

Free and source-available

Self-hosted

One-paste import

Agentic by default

Finance Ops templates FAQ

Related guides

Explore other use cases

Marketing & SEO

Sales & CRM

Customer Support

Legal & Compliance

HR & Recruiting

Document Ops

Data & Analytics

Dev & IT Ops

App Integrations

Personal Productivity

Education & Learning

Healthcare

Logistics & Supply Chain

Energy & Utilities

E-commerce

AI Agents

Agent Teams

Operations Automation

Agent Skills

Payment Webhook Handler

Binance WebSocket BTC Price Alert

Invoice Data Extraction from PDF

QuickBooks Sales Receipts from Stripe

Portfolio Diversification Slack Brief

Contract Renewal & Expiry Tracker

Invoice Total Calculator (Agent Skill)

Demand Letter Generator (Agent Skill, PDF)

Due Diligence Agent Team

Finance Evidence S3 Archive

Order-to-Cash Exception Agent

Freight Invoice Audit Agent

Support Contract SLA Credit Agent

Deepfake Vendor Payment Change Triage

GPU Inference Cost per Token Anomaly Monitor

Carrier Rate Quote Comparison Agent