Accounting & invoicing software
Accounting & invoicing software automation templates, page 3
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 Coupa Contract Renewal Countdown
Every Monday, WebRun reads your Coupa contracts, counts down the ones expiring or auto renewing soon, logs them in Airtable, and messages you the renewals to negotiate now.
Automated Concur Unsubmitted Card Charge Chase
Every Monday, WebRun finds company card charges sitting in SAP Concur with no expense report attached, groups them by employee, and texts finance the chase list.
Automated Business Central Open Order Queue
Every morning, WebRun finds open Business Central sales orders past their promised date, lists them in Google Sheets, and blocks time in Google Calendar.
Automated Brex Reimbursement Tracking
Every morning, WebRun finds the Brex reimbursements still sitting with an approver, logs each one in Notion with how long it has waited, and posts the queue to Teams.
Automated Billdu Estimate to Invoice Conversion
Every Monday, WebRun finds Billdu estimates a client accepted with no invoice raised, drafts each invoice for your review, logs the value in Airtable, and posts the list to Microsoft Teams.
Automated Bench Bookkeeper Question Chasing
Every morning, WebRun reads your Bench messages, pulls out the bookkeeper questions nobody answered, and cards each one in Trello with the transaction.
Automated Axonaut Missing Receipt Chasing
Every Monday, WebRun finds the Axonaut expenses with no receipt attached, posts the list by person to Microsoft Teams, and drafts a Gmail chaser for each one who owes documents.
Automated Supplier Statement Reconciliation
Every Monday, WebRun compares supplier statements against the bills captured in AutoEntry, drafts a query email per supplier in Gmail, and raises a Trello card for each gap.
Automated Akaunting Receivables Aging
Every Monday, WebRun ages your unpaid Akaunting invoices by days late, files the aged receivables sheet in Google Drive, and sends the biggest balances to WhatsApp.
Automated Airbase Subscription Renewal Watch
Every Monday, WebRun reads your Airbase subscriptions, lists the ones renewing in the next 60 days with the amount and the owner, tracks each decision in Airtable, and posts the week's renewals to Notion.
Automated 17hats Unsigned Contract Chasing
Every morning, WebRun finds the 17hats quotes and contracts still unsigned, tracks each one in Notion, and drafts a polite Gmail nudge for you to approve and send.
Automated Zoho Invoice Overdue Reminders
Every Monday, WebRun lists overdue Zoho Invoice bills, files each PDF in Google Drive, and queues a short Twilio text per customer for you to approve before it sends.
Automated Zoho Expense Approval Chasing
Every Monday, WebRun finds Zoho Expense reports stuck waiting on approval or never submitted, posts the chase list to Microsoft Teams, and opens a Trello card for each one.
Automated Zoho Books Bank Reconciliation
Every morning, WebRun reviews unreconciled transactions in Zoho Books, checks each against open invoices and bills, and tells you which ones still need a decision.
Automated Wave Transaction Cleanup
Every Friday, WebRun finds the Wave transactions still uncategorized or missing a receipt, writes the tidy-up list into Notion, and opens a Trello card for each one you need to sort.
Automated Visma Bank Reconciliation Review
Every morning, WebRun finds bank lines in Visma eAccounting with no matching invoice or receipt, logs them in Airtable, and posts the day's reconciliation queue to Microsoft Teams.
Automated Tipalti Payment Reconciliation
The morning after each payment run, WebRun checks Tipalti for failed and returned supplier payments, sends finance the exceptions on Telegram, and posts the run summary to Microsoft Teams.
Automated Spendesk Missing Receipt Tracking
Every morning, WebRun finds Spendesk payments still missing a receipt or a category, logs each one against its owner in Airtable, and books close time when the backlog gets big.
Automated Soldo Receipt Chasing
Every morning, WebRun finds Soldo card spend with no receipt attached, nudges each cardholder in Slack, and sends you a Telegram summary of what is still outstanding.
Automated Sage Supplier Payment Runs
Every Monday, WebRun lists the Sage bills falling due this week, blocks a payment run in Google Calendar, and posts the approval list to Microsoft Teams. It never pays anyone.
Automated Rydoo Receipt Chasing
Every week, WebRun opens Rydoo, finds expenses with no receipt attached or still unsubmitted, logs them in Airtable, and posts each person their own short chase list in Microsoft Teams.
Automated Quicken Transaction Cleanup Alerts
Every morning, WebRun opens Quicken, finds transactions still waiting to be categorized, sends you the list on WhatsApp, and posts the running backlog to your bookkeeping channel on Telegram.
Automated QuickBooks Transaction Review
Every Monday, WebRun finds transactions sitting uncategorized in QuickBooks, lists them in a Google Sheet, and emails you the ones it cannot classify on its own.
Automated Pleo Missing Receipt Chasing
Every morning, WebRun finds Pleo card spend with no receipt attached, drafts a polite nudge to each cardholder in Gmail, and posts the outstanding list to your finance WhatsApp group.
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