Accounting Firm OS for n8n | 5-Product Bundle
使い方: ここから下を全選択(Cmd+A)→コピー(Cmd+C)→Gumroadの説明欄に貼り付け → この黄色い注意書きの段落だけ削除Your firm runs on one client list — so your automation should too. Industry surveys show 92% of accounting firms invested in new technology in the past year (averaging around $21k), yet most of it sits in disconnected tools that each need the same client typed in again. Accounting Firm OS ties five Flowcask products together on one Google Sheet: add a client once and onboarding, document chasing, monthly reporting, collections, and tax deadlines all know who they are. Nothing entered twice; nothing falling between the cracks.You get all five products, plus the piece that makes them a system: a single shared spreadsheet definition and a phased rollout so you adopt it without overwhelm.What's inside — all five products (12 workflows) ① Client Document Chaser (3 workflows) — chases the documents you're waiting on from clients. ② New Client Onboarding (3 workflows) — turns each new client into a checklist, welcome email, and Drive folder. ③ Monthly Report Auto-Delivery (2 workflows) — emails each client a branded monthly P&L summary. ④ AR Chaser (2 workflows) — follows up the invoices your practice is owed until they're paid. ⑤ Tax Deadline Tracker (2 workflows) — reminds you and clients before every filing and rolls recurring deadlines forward. Plus the bundle glue: A complete master spreadsheet spec — all 7 tabs (Clients, Document Requests, Onboarding Tasks, Financials, Delivery Log, Invoices, Tax Deadlines) with one consistent set of sample data for a fictional firm, so you can watch the whole system work end-to-end before adding your own clients. A "Start Here" guide — the connected picture, the shared-sheet rules, and a 3-phase rollout (start with the highest-pain product, add the rest as your base steadies). Each product's own setup guide, sheets template, and licence, in its folder. How the pieces connect (the reason to run them together): all five identify a client by the same clientId, name, email, and contactName in one Clients tab. Onboarding (②) even writes the driveFolderId that Document Chaser (①) then watches — the front door builds the folder, the chaser guards it. Each product still works alone; together they behave like one system.How it works Build the one shared sheet first from the master template (the Clients tab plus each product's tab). Roll out in three phases, not five installs on day one: Phase 1 — Document Chaser only (highest pain, zero dependencies). ~30–45 min. Phase 2 — add Onboarding + Tax Deadlines (reuse the same Clients tab, little extra typing). Phase 3 — add Monthly Reports + AR Chaser (the two with the most ongoing input), once your base is humming. Point every product at the same Google Sheet, connect Google once, and test each with your own email before going live. Requirements An n8n instance — n8n Cloud or self-hosted. All 12 workflows verified to import on n8n 2.28. A Google account — one shared spreadsheet, Gmail, and Google Drive (for ①/②). No extra subscriptions or hidden costs on the default setup. Time to set up in phases — roughly 30–45 minutes per product, spread out (not all at once). Optional, per product: an OpenAI API key (AI personalization, off by default); QuickBooks Online / Xero (③'s auto-pull, P&L only, via HTTP Request); Slack (digests/alerts). FAQDo I need to know how to code? No. Every product is settings-box-and-Test, with sticky notes on each canvas. The bundle adds no code — it adds one shared spreadsheet and a rollout plan.Do I have to set all five up at once? No — please don't. The included plan has you start with one product and add the rest in two later phases, so you feel the value before expanding.n8n Cloud or self-hosted? Either. One-click Google on Cloud; a one-time OAuth setup is documented for self-hosting. (③'s optional true-PDF add-on is easiest self-hosted.)Is AI required anywhere? No. Every product runs fully on built-in templates and rules. AI is optional per product and uses your own OpenAI key.Is this cheaper than buying the five separately? Yes. Bought individually the five total $335; the bundle is $179 — about a 46% saving.Anything I should know about the "connected" claim? Each product is verified to import and its logic is tested, and the shared column design is checked across all five. Because it runs on your Google account, you connect your own credentials and run a short test as you bring each product online — the guide walks you through it phase by phase.Refunds? Refunds follow Gumroad's standard buyer policy.Licence: for use inside your own firm, including client work. Customize freely. No resale, redistribution, sublicensing, or republishing of the files or templates. One purchase = your firm. The Tax Deadline Tracker component is a reminder tool, not tax or legal advice; you verify all deadlines.Flowcask is an independent creator. This product is not affiliated with, endorsed by, or sponsored by n8n, Google, OpenAI, Slack, Intuit/QuickBooks, or Xero. Those names are used only to indicate compatibility.
Get it → flowcask.gumroad.com