Accounting & invoicing software
Accounting & invoicing software automation templates, page 2
194 ready-made workflows for Accounting & invoicing software. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Microsoft Teams, Telegram and Twilio.
Automated Visma VAT Readiness Checks
Every Monday, WebRun checks your Visma books for entries blocking the VAT return, opens a Trello card for each blocker, and posts a readiness summary to Slack while there is still time to fix it.
Automated Tipalti Invoice Approval Chasing
Every morning, WebRun finds Tipalti supplier invoices still waiting on an approver before the run cutoff, posts the chase list to Slack, and files the evidence in Google Drive.
Automated Spendesk Subscription Reviews
Every Monday, WebRun lists your active Spendesk subscription cards with their supplier, owner, and budget, posts the review to Teams, and texts the finance lead the total.
Automated Soldo Wallet Balance Alerts
Every morning, WebRun reads your Soldo wallet balances, works out which cards they fund, logs the trend in a sheet, and texts you before a wallet runs dry.
Automated Sage VAT Deadline Countdown
Every Monday, WebRun opens Sage, reads the open VAT period and the transactions still unsorted inside it, raises a Trello card per fix, and posts the countdown to Slack.
Automated Rydoo Billable Expense Exports
Every Monday, WebRun pulls last week's approved Rydoo expenses, groups them by client project in Notion, and sends finance a WhatsApp summary of what is billable.
Automated Quicken Bank Feed Sync Checks
Every morning, WebRun checks every connected account in Quicken for the date it last downloaded transactions, posts the stalled ones to Slack, and texts you if a main account goes quiet.
Automated QuickBooks Customer Statements
Every Monday, WebRun finds the customers carrying an open balance in QuickBooks, prepares each statement for your approval, and tells you who owes what.
Automated Pleo Expense Export Checks
Every morning, WebRun checks which Pleo expenses are still uncoded or unexported, opens a Trello card for each blocker, and posts the day's export status to Slack.
Automated Pilot Cash Runway Alerts
Every Monday, WebRun reads your latest Pilot financials, works out cash on hand, burn, and months of runway, logs the trend in Airtable, and alerts Microsoft Teams when it falls under your threshold.
Automated Pennylane VAT Filing Prep
Every Monday, WebRun checks Pennylane for supplier and sales documents still missing from the open period, texts you the countdown, and drafts each chase email.
Automated Payhawk Card Limit Monitoring
Every morning, WebRun compares Payhawk card spend against each limit, posts the cards close to the ceiling in Slack, and messages the cardholder's manager on WhatsApp.
Automated MYOB Pay Run Readiness Check
Every Monday, WebRun finds the MYOB timesheets and leave requests still unapproved in this pay period, logs them in Airtable, and nudges the managers on WhatsApp.
Automated Melio Failed Payment Monitoring
Every morning, WebRun checks Melio for payments that failed, returned, or are overdue in transit, logs each with the bill in Airtable, and writes the fix list in Notion.
Automated Sage Intacct Budget Variance Reports
Every Monday, WebRun compares actuals against budget by department in Sage Intacct, sends the variance summary to Telegram, and drafts each department head's email in Gmail for review.
Automated Holded Low Stock Reorder Alerts
Every morning, WebRun compares Holded stock against each product's minimum, drafts a purchase order per supplier, posts the reorder list to Telegram, and diaries the delivery date.
Automated Bonsai Project Budget Alerts
Every morning, WebRun checks hours tracked against budget on every Bonsai project, files the record in Google Drive, and drafts a change order email in Gmail.
Automatic Harvest Project Budget Alerts
Every morning, WebRun compares tracked hours against each Harvest project budget, posts the projects past your threshold to Microsoft Teams, and texts the lead when one is about to overrun.
Automated FreshBooks Estimate Follow-Ups
Every Monday, WebRun finds the FreshBooks estimates and proposals still unanswered, drafts a follow-up message per client in WhatsApp, and opens a Trello card for each one.
Automated FreeAgent VAT Return Countdown
Every Monday, WebRun checks your FreeAgent VAT position, counts the days to the filing deadline, and names exactly what still blocks the return.
Automated Fortnox Supplier Invoice Queue
Every morning, WebRun opens Fortnox, lists the supplier invoices still waiting on an approver, writes the queue into Notion by due date, and texts the finance lead through Twilio.
Automated Expensify Policy Violation Sweep
Every morning, WebRun reads the violations flagged on Expensify expenses, drafts a Twilio SMS to each submitter for your approval, and sends finance the summary on WhatsApp.
Automated e-conomic VAT Period Prep
Every Monday, WebRun counts down to your e-conomic VAT deadline, lists the draft entries still unposted for the period, sends the summary to Telegram, and texts you as it gets close.
Automated Dext Quiet Client Chasing
Every Monday, WebRun compares each Dext client's submissions against their normal week, cards the quiet accounts in Trello, and leaves a friendly nudge drafted in Gmail for you to send.
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