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
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.
Why teams run Finance Ops workflows on Heym
Heym is a source-available, self-hosted AI workflow platform and a modern alternative to n8n, Zapier, and Make.
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.
AI-native n8n alternative
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.
Is Heym a good n8n alternative for these workflows?
Heym is a self-hosted, AI-native n8n alternative with a visual canvas, agent nodes, MCP tools, and built-in RAG. These templates run on the same canvas, so you get the flexibility of a node editor with first-class LLM and multi-agent support out of the box.
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