Automated daily financial analysis from Loyverse POS with Google Sheets & email

Automatically fetches daily sales, shifts, and receipts from Loyverse. Calculates gross profit, net operating profit, other key metrics, saves them to a Google Sheet and sends out a daily report via email.

Who’s it for This template is for any business owner, manager, or analyst using Loyverse POS who needs more advanced financial reporting. If you're a restaurant, bar, or retail owner who wants to automatically track daily net profit, compare sales to historical averages, and build a custom financial dashboard in Google Sheets, this workflow is for you.

How it works / What it does This workflow runs automatically on a daily schedule. It fetches all sales data and receipts from your Loyverse account for the previous business day, defined by your custom shift times (even past midnight). A powerful Code node then processes all the data to calculate the metrics that Loyverse either doesn't provide at all, or only spreads out across several separate reports instead of in one consolidated place.

Already set up are metrics like... - -Total Revenue, Gross Profit, and Net Operating Profit - Cash handling differences (over/under) - Average spend per receipt (ATV) - 30-day rolling Net Operating Profit (NOP) - Performance vs. your historical weekday average

Finally, it appends the single, calculated row of daily metrics to a Google Sheet and sends an easily customizable summary report to your email.

How to set up This workflow includes detailed Sticky Notes to guide you through the setup process.

Because every business has a unique POS configuration (different POS devices, categories, and payment types), you'll need to set up a few things manually before executing the workflow. I've tried to make this as easy as possible to follow, and the entire setup should only take about 15 minutes.

Preparations & Credential setup 1. Subscribe to "Integrations" Add-on in Loyverse ($9 / month) to gain API access. 2. Create an Access token in Loyverse 3. Create Credentials: In your n8n instance, create credentials for Loyverse (use "Generic" > "Bearer Auth"), Google Sheets (OAuth2), and your Email (SMTP or other).