Templates / Sync multi-bank balance data to BigQuery using Plaid

Sync multi-bank balance data to BigQuery using Plaid

Ready for 3.0

by Fahmi Fahreza ✓ · 399 views · created 2025-10-21 · Invoice Processing

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This workflow has 17 nodes and runs on a schedule (every week). Along the way it connects Google BigQuery. It also calls production.plaid.com over HTTP.

How it runs

Trigger: On a schedule (every week).

  1. Fetch RBC Balances (Plaid) (HTTP Request): calls production.plaid.com (POST)
  2. Fetch Amex Balances (Plaid) (HTTP Request): calls production.plaid.com (POST)
  3. Fetch Wise Balances (Plaid) (HTTP Request): calls production.plaid.com (POST)
  4. Fetch PayPal Balances (Plaid) (HTTP Request): calls production.plaid.com (POST)
  5. Split RBC Accounts (Split Out): splits a list into separate items
  6. Split Amex Accounts (Split Out): splits a list into separate items
  7. Split Wise Accounts (Split Out): splits a list into separate items
  8. Split PayPal Accounts (Split Out): splits a list into separate items
  9. Map RBC Accounts to QBO (Code): runs custom JavaScript code
  10. Map Amex Accounts to QBO (Code): runs custom JavaScript code

…plus 6 more steps. See the full node list below.

Services it uses

Google BigQuery

HTTP calls to: production.plaid.com

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (6)

From the author

Quick overview 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. How it works 1. The…

Excerpt from Fahmi Fahreza's description on n8n.io.

View the original on n8n.io → Check your own copy

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