Accounting & invoicing software
Accounting & invoicing software automation templates, page 4
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 Pilot Bookkeeping Request Chase
Every Monday, WebRun opens Pilot, collects every open question and document request waiting on you, logs them in Notion, and creates a Trello card for whoever owns each answer.
Automated Pennylane Receivables Digest
Every Monday, WebRun opens Pennylane, lists every unpaid customer invoice by age, logs it in Airtable, and sends you a short Telegram digest of who to chase first.
Automated Payhawk Receipt Chasing
Every morning, WebRun finds Payhawk card transactions with no receipt, books a reminder in Google Calendar for each spender, and posts the chase list to Telegram.
Automated MYOB Overdue Invoice Chasing
Every Monday, WebRun pulls your overdue MYOB invoices, queues a polite SMS reminder in Twilio for you to approve, and posts the chase list to Slack.
Automated Melio Vendor Payment Recaps
Every Monday, WebRun reviews the payments that went out through Melio last week, sends you a WhatsApp recap by vendor, and Telegrams you about any payment that failed or is still in transit.
Automated Sage Intacct AP Approval Chasing
Every morning, WebRun opens Sage Intacct, finds bills sitting unapproved or falling due this week, creates a Trello card per approver, and texts the controller when a payment run is at risk.
Automated Holded Payables Run Brief
Every Monday, WebRun lists the Holded bills due in the next seven days, builds the payment run brief in Notion, and posts the totals to Microsoft Teams.
Automated Bonsai Overdue Invoice Chasing
Every Monday, WebRun finds overdue Bonsai invoices, drafts a polite reminder for each client for you to approve, and posts the outstanding total to Slack with a Telegram ping on the worst ones.
Automated Harvest Timesheet Chasing
Every Friday afternoon, WebRun checks Harvest for team members with missing hours this week, sends you the chase list on WhatsApp, and posts the totals to your team Telegram group.
Automated FreshBooks Unbilled Time Reports
Every Friday, WebRun sweeps FreshBooks for billable time and expenses that were never invoiced, posts the totals per client to Microsoft Teams, and pings you on Telegram with the money at risk.
Automated FreeAgent Bank Reconciliation Chasing
Every Friday, WebRun lists the bank transactions still unexplained in FreeAgent, books a bookkeeping slot on Google Calendar, and sends the chase list to WhatsApp.
Automated Fortnox Overdue Invoice Reporting
Every Monday, WebRun pulls your overdue Fortnox customer invoices into a Google Sheets aging report and sends you the top debtors on Telegram.
Automated Expensify Approval Chasing
Every morning, WebRun finds Expensify reports stuck waiting on an approver, posts the queue to Microsoft Teams, and nudges each approver in Slack with what they are holding.
Automated e-conomic Voucher Backlog Alerts
Every morning, WebRun checks e-conomic for vouchers still waiting to be booked or approved, posts the clear-down list to Slack, and escalates anything ageing to Teams.
Automated Dext Unpublished Item Chase
Every Monday, WebRun finds Dext items still sitting unpublished or missing a supplier or category, and sends the blocked list to WhatsApp and Telegram so the bookkeeper can clear it.
Automated Coupa Approval Backlog Reports
Every morning, WebRun lists the Coupa requisitions and invoices waiting too long for approval, books you a clearing slot in Google Calendar, and queues an SMS to slow approvers.
Automated Concur Approval Queue Digest
Every morning, WebRun reads the SAP Concur approval queue, posts an aged list of waiting reports to Slack, and pings Telegram when something has sat too long.
Automated Business Central Reorder Alerts
Every morning, WebRun checks Business Central for items dropping below their reorder point, posts the reorder list to Microsoft Teams, and pings you on WhatsApp about anything critical.
Automated Brex Receipt Collection
Every morning, WebRun finds Brex card transactions still missing a receipt, queues a text to each cardholder in Twilio for your approval, and blocks close time in Google Calendar when the pile gets big.
Automated Billdu Overdue Invoice Chasing
Every Monday, WebRun finds overdue invoices in Billdu, opens a Trello card for each debtor, and queues a polite reminder text in Twilio for you to approve.
Automated Bench Monthly Financial Summaries
Every Monday, WebRun checks Bench for newly published monthly statements, posts the headline numbers to Slack, and files the same summary in your Microsoft Teams finance channel.
Automated Axonaut Quote Follow-Up Lists
Every morning, WebRun finds Axonaut quotes sent but not accepted, builds a follow-up list in Airtable with a suggested message, and pings you on Telegram about the ones going cold.
Automated AutoEntry Credit Balance Alerts
Every morning, WebRun checks your AutoEntry credit balance and usage pace, posts the numbers to Slack, and texts the practice owner before the credits run dry.
Automated Akaunting Bill Due Reports
Every Monday, WebRun reads the bills due in Akaunting, posts a payment run list to Slack, and sends a Telegram alert for anything due in the next two days or already late.
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