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Automate Financial Operations with O3 CFO & GPT-4.1-mini Finance Team

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Created by: Yaron Been || yaron-nofluff

Yaron Been

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Last update 9 days ago

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Automate Financial Operations with O3 CFO & GPT-4.1-mini Finance Team

This workflow builds a virtual finance department inside n8n. At the center is a CFO Agent (O3 model) who acts like a strategic leader. When a financial request comes in, the CFO interprets it, decides the strategy, and delegates to the specialist agents (each powered by GPT-4.1-mini for cost efficiency).

🟢 Section 1 – Entry & Leadership

Nodes:

  • 💬 When chat message received → Entry point for user financial requests.
  • 💼 CFO Agent (O3) → Acts as the Chief Financial Officer. Interprets the request, decides the approach, and delegates tasks.
  • 💡 Think Tool → Helps the CFO brainstorm and refine financial strategies.
  • 🧠 OpenAI Chat Model CFO (O3) → High-level reasoning engine for strategic leadership.

✅ Beginner view: Think of this as your finance CEO’s desk — requests land here, the CFO figures out what needs to be done, and the right specialists are assigned.

📊 Section 2 – Specialist Finance Agents

Each specialist is powered by GPT-4.1-mini (fast + cost-effective).

  • 📈 Financial Planning Analyst → Builds budgets, forecasts, and financial models.
  • 📚 Accounting Specialist → Handles bookkeeping, tax prep, and compliance.
  • 🏦 Treasury & Cash Management Specialist → Manages liquidity, banking, and cash flow.
  • 📊 Financial Analyst → Runs KPI tracking, performance metrics, variance analysis.
  • 💼 Investment & Risk Analyst → Performs investment evaluations, capital allocation, and risk management.
  • 🔍 Internal Audit & Controls Specialist → Checks compliance, internal controls, and audits.

✅ Beginner view: This section is your finance department — every role you’d find in a real company, automated by AI.

📋 Section 3 – Flow of Execution

  1. User sends a request (e.g., “Create a financial forecast for Q1 2026”).
  2. CFO Agent (O3) interprets it → “We need planning, analysis, and treasury.”
  3. Delegates tasks to the relevant specialists.
  4. Specialists process in parallel, generating plans, numbers, and insights.
  5. CFO Agent compiles and returns a comprehensive financial report.

✅ Beginner view: The CFO is the conductor, and the specialists are the musicians. Together, they produce the financial “symphony.”

📊 Summary Table

Section Key Roles Model Purpose Beginner Benefit
🟢 Entry & Leadership CFO Agent, Think Tool O3 Strategic direction Acts like a real CFO
📊 Finance Specialists FP Analyst, Accounting, Treasury, FA, Investment, Audit GPT-4.1-mini Specialized tasks Each agent = finance department role
📋 Execution Flow All connected O3 + GPT-4.1-mini Collaboration Output = complete financial management

🌟 Why This Workflow Rocks

  • Full finance department in n8n
  • Strategic + execution separation → O3 for CFO, GPT-4.1-mini for team
  • Cost-optimized → Heavy lifting done by mini models
  • Scalable → Easily add more finance roles (tax, payroll, compliance, etc.)
  • Practical outputs → Reports, budgets, risk analyses, audit notes

👉 Example Use Case:
“Generate a Q1 financial forecast with cash flow analysis and risk report.”

  • CFO reviews request.
  • Financial Planning Analyst → Budget + Forecast.
  • Treasury Specialist → Cash flow modeling.
  • Investment Analyst → Risk review.
  • Audit Specialist → Compliance check.
  • CFO delivers a packaged financial report back to you.