finance-data-tools

Self-hosted n8n community nodes for finance data quality, ratios, accounting validation, reporting, predictive analytics, and AI Agent tools.

Package Information

Released: 4 mo ago
Downloads: 14 weekly / 110 monthly
Latest Version: 0.1.0
Author: apalmaescamez-hue

Available Nodes

Data Profiler icon
Data Profiler
Profile tabular JSON data before finance data preparation.
Data Cleaner icon
Data Cleaner
Clean tabular JSON data before finance analysis.
Data Normalizer icon
Data Normalizer
Normalize finance datasets into canonical columns and value formats.
Math & Statistics icon
Math & Statistics
Calculate safe allowlisted math and statistics operations for finance datasets.
Financial Ratios icon
Financial Ratios
Calculate allowlisted financial ratios from one aggregated financial object.
Accounting Validator icon
Accounting Validator
Validate journal entries and generate a minimal trial balance with double-entry checks.
Financial Report Builder icon
Financial Report Builder
Build deterministic financial report JSON from aggregated finance sections.
Predictive Analytics icon
Predictive Analytics
Run explainable forecasting operations on finance time series without arbitrary formulas.
AI Finance Tool icon
AI Finance Tool
Controlled allowlist facade for AI Agents to call finance/data/predictive tools safely.

Documentation

# @aleexpe03/n8n-nodes-finance-data-tools

Community node package for finance-oriented data quality, deterministic finance calculations, reporting, predictive analytics, and AI Agent wrappers in n8n.

This package is currently prepared as a self-hosted MVP. It is not published to npm from this repository state, and official n8n verification is not claimed.

Implemented nodes

Node Purpose Main operations
Data Profiler Profiles tabular JSON rows before finance preparation. profileDataset
Data Cleaner Cleans finance-oriented tabular rows. cleanDataset
Data Normalizer Maps and normalizes finance columns. normalizeDataset
Math & Statistics Runs allowlisted statistics and finance-safe math. Summary statistics, percentile, correlation, growth, CAGR, z-score, IQR outliers, grouped aggregates
Financial Ratios Calculates closed financial ratios from one aggregated finance object. Profitability, liquidity, leverage, returns, growth, cash-flow, efficiency, unit economics
Accounting Validator Validates journals and can generate a minimal trial balance. Validate journal entries, validate and build trial balance, build trial balance
Financial Report Builder Builds deterministic financial report JSON. Executive summary, P&L, balance sheet, cash summary, KPI table, dashboard JSON, AI Agent report
Predictive Analytics Runs explainable directional forecasting. Moving average, CAGR forecast, trend forecast, simple linear regression
AI Finance Tool Controlled facade for AI Agents. Data, finance, accounting, report, and opt-in predictive operations

Documentation

Example workflow templates

Editable workflow templates live in examples/workflows/:

The templates are intentionally marked as editable. If your n8n instance reports an unknown custom-node type during import, install/load this package first and confirm the exact node type shown by your n8n version.

Self-hosted status

The MVP target is self-hosted n8n. Current documentation does not promise n8n Cloud availability or official verified-community-node status.

Important verification note: the package currently uses runtime dependencies (date-fns, decimal.js, simple-statistics, and zod). n8n's current verification guidance expects verified packages to avoid external runtime dependencies, so official verification requires a dependency strategy review before submission.

Local development commands

npm test
npm run lint
npm run dev

npm run dev is the local n8n development path provided by the n8n node tooling. npm run build exists in package.json, but it is intentionally not part of this phase's executed validation.

Standard output envelope

All nodes return a shared envelope:

{
  "success": true,
  "operation": "profileDataset",
  "data": {},
  "metadata": {
    "generatedAt": "2026-05-09T00:00:00.000Z",
    "durationMs": 0,
    "rowCount": 0,
    "columnCount": 0
  },
  "warnings": [],
  "errors": [],
  "auditTrail": []
}

See Output contract for field-level semantics and predictive-output details.

Architecture

The n8n nodes are thin adapters. Domain logic lives in pure TypeScript services under:

  • domain/data/profiling/
  • domain/data/cleaning/
  • domain/data/normalization/
  • domain/math/statistics/
  • domain/finance/ratios/
  • domain/finance/reports/
  • domain/accounting/
  • domain/ml/forecasting/
  • domain/ai/financeTool/

Shared output, audit, error, and type helpers live in shared/.

Safety model

  • No Python runtime.
  • No external APIs or microservices.
  • No filesystem or environment-variable access in domain logic.
  • No eval, formula interpreter, or arbitrary user-code execution.
  • Operations are allowlisted and deterministic.
  • Predictive output is directional, not a guarantee, and must surface warnings.

See Security and limitations for the full model.

Discussion