Sync multi-bank balance data to BigQuery using Plaid

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Automated Multi Bank Balance Sync to BigQuery This workflow automatically fetches balances from multiple financial institutions (RBC, Amex, Wise, PayPal) using Plaid, maps them to QuickBooks accoun...

Best for

Invoice Processing automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.scheduletrigger, n8n-nodes-base.httprequest, n8n-nodes-base.splitout, n8n-nodes-base.code, n8n-nodes-base.merge, n8n-nodes-base.googlebigquery, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Fahmi Fahreza.

Original n8n.io source

1.1 Workflow description

Title: Sync multi-bank balance data to BigQuery using Plaid
Workflow name: Sync multi-bank balance data to BigQuery using Plaid

Automated Multi-Bank Balance Sync to BigQuery

This workflow automatically fetches balances from multiple financial institutions (RBC, Amex, Wise, PayPal) using Plaid, maps them to QuickBooks account names, and loads structured records into Google BigQuery for analytics.

Who’s it for?

Finance teams, accountants, and data engineers managing consolidated bank reporting in Google BigQuery.

How it works

The Schedule Trigger runs weekly.
Four Plaid API calls fetch balances from RBC, Amex, Wise, and PayPal.
Each response splits out individual accounts and maps them to QuickBooks names.
All accounts are merged into one dataset.
The workflow structures the account data, generates UUIDs, and formats SQL inserts.
BigQuery node uploads the finalized records.

How to set up

Add Plaid and Google BigQuery credentials, replace client IDs and secrets with variables, test each connection, and schedule the trigger for your reporting cadence.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Schedule Trigger

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.2

Block 2 - Fetch RBC Balances (Plaid)

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 3 - Fetch Amex Balances (Plaid)

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 4 - Fetch Wise Balances (Plaid)

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 5 - Fetch PayPal Balances (Plaid)

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 6 - Split RBC Accounts

Type / Role: n8n-nodes-base.splitOut - splitOut
Config choices: Version 1

Block 7 - Split Amex Accounts

Type / Role: n8n-nodes-base.splitOut - splitOut
Config choices: Version 1

Block 8 - Split Wise Accounts

Type / Role: n8n-nodes-base.splitOut - splitOut
Config choices: Version 1

Block 9 - Split PayPal Accounts

Type / Role: n8n-nodes-base.splitOut - splitOut
Config choices: Version 1

Block 10 - Map RBC Accounts to QBO

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 11 - Map Amex Accounts to QBO

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 12 - Map Wise Accounts to QBO

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 13 - Map PayPal Accounts to QBO

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 14 - Combine All Accounts

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.2

Block 15 - Structure Account Records

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 16 - Prepare BigQuery Insert

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 17 - Load Accounts into BigQuery

Type / Role: n8n-nodes-base.googleBigQuery - googleBigQuery
Config choices: Version 2.1

Block 18 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

3. Summary Table

Workflow	Sync multi-bank balance data to BigQuery using Plaid
Complexity	advanced
Nodes	18
Categories	Invoice Processing
Author	Fahmi Fahreza
Published	21 Oct 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/9988/9988.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Invoice Processing workflows

Frequently asked questions

What does Sync multi-bank balance data to BigQuery using Plaid do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Invoice Processing use case.

Fahmi Fahreza

19 workflows

Nodes

n8n-nodes-base.scheduletrigger n8n-nodes-base.httprequest n8n-nodes-base.splitout n8n-nodes-base.code n8n-nodes-base.merge n8n-nodes-base.googlebigquery n8n-nodes-base.stickynote

Complexity

advanced

Published 21 Oct 2025

Likes 0

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Install path: /data/workflows/9988/9988.json

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Sync multi-bank balance data to BigQuery using Plaid

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Automated Multi-Bank Balance Sync to BigQuery

Who’s it for?

How it works

How to set up

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Schedule Trigger

Block 2 - Fetch RBC Balances (Plaid)

Block 3 - Fetch Amex Balances (Plaid)

Block 4 - Fetch Wise Balances (Plaid)

Block 5 - Fetch PayPal Balances (Plaid)

Block 6 - Split RBC Accounts

Block 7 - Split Amex Accounts

Block 8 - Split Wise Accounts

Block 9 - Split PayPal Accounts

Block 10 - Map RBC Accounts to QBO

Block 11 - Map Amex Accounts to QBO

Block 12 - Map Wise Accounts to QBO

Block 13 - Map PayPal Accounts to QBO

Block 14 - Combine All Accounts

Block 15 - Structure Account Records

Block 16 - Prepare BigQuery Insert

Block 17 - Load Accounts into BigQuery

Block 18 - Sticky Note1

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions