Accounting & invoicing software
Accounting & invoicing software automation templates, page 7
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 Fiverr Workspace Invoice Reminders
WebRun checks Fiverr Workspace for invoices unpaid past their due date, drafts a polite reminder email for each client, and logs the chase status to Airtable so nothing slips.
Automated Fiken Invoice Activity Digest
Every morning, WebRun opens Fiken, checks new invoices, payments received, and anything overdue, then posts the summary to Slack and flags the oldest overdue invoice on Telegram.
Automated Wave Invoice Due Date Reminders
Every morning, WebRun finds Wave invoices due in the next 3 days, adds a Google Calendar reminder for each, and posts a Microsoft Teams summary of what is coming due this week.
Automated Visma eAccounting Weekly Export
Every Friday, WebRun pulls the week's Visma eAccounting invoices and expenses into a clean Google Sheet for the bookkeeper, and drafts a Gmail note asking about anything left uncategorized.
Automated Tipalti Supplier Onboarding
When a new supplier is submitted in Tipalti, WebRun checks their onboarding record for missing items, logs the status to Airtable, and drafts a Gmail request listing exactly what is missing.
Automated Spendesk Approval Handoffs
Through the day, WebRun checks Spendesk for purchase and card requests waiting on approval, posts a Slack summary to the approver, and pings Telegram when a request has waited more than 3 business days.
Automated Soldo Flagged Transaction Review
Every morning, WebRun flags Soldo card transactions over a wallet's budget or missing a receipt, creates a Trello card for each, and drafts a WhatsApp alert to the cardholder asking for the missing receipt.
Automated Sage Cash Position Alerts
Every morning, WebRun checks your Sage cash position and any invoices or bills that just crossed a risk threshold, posts a Telegram digest, and drafts a Twilio text alert if cash drops below your minimum.
Automated Rydoo Expense Policy Alerts
Every morning, WebRun flags Rydoo expense claims that break policy, missing receipt, over mileage rate, or over meal limit, saves the flagged list to Google Drive, and posts a Slack alert to the approver.
Automated Quicken Weekly Budget Scorecard
Every Sunday, WebRun pulls the week's Quicken spending by category against budget, upcoming bill reminders, and rental income received, logs the numbers to Airtable, and adds a Notion summary page.
Automated Pleo Flagged Spend Review
Every morning, WebRun flags Pleo card transactions missing a receipt or over the category limit, writes them to a Google Sheet, and logs each one as a Notion page for the finance team to clear.
Automated Pilot Monthly Close Handoff
When Pilot finishes categorizing last month's transactions, WebRun saves the summary and any items flagged needs review to Google Drive, and drafts a Twilio text letting the founder know the books are ready.
Automated Pennylane Reconciliation Followups
Every morning, WebRun checks Pennylane bank transactions against invoices, adds a calendar follow up for anything unmatched after 3 days, and posts the day's reconciliation status to Microsoft Teams.
Automated Payhawk Approval Queue Digest
Every morning, WebRun checks Payhawk for card and invoice payment requests waiting on approval, creates a Trello card for each, and posts a Microsoft Teams summary so the approver knows what is waiting.
Automated MYOB Bank Reconciliation Alerts
Every morning, WebRun matches MYOB bank feed transactions against invoices and bills, writes what is still unmatched to a Google Sheet, and drafts a Gmail query for anything that looks like a duplicate payment.
Automated Melio Bill Due Date Tracking
Every morning, WebRun opens Melio, finds bills due in the next 5 days, writes them to a Google Sheet with vendor, amount, and due date, and drafts a Gmail reminder for anything due within 24 hours and not yet scheduled.
Automated Sage Intacct Close Checklist
Every week, WebRun checks each Sage Intacct entity's month end close checklist for open items, adds a calendar deadline reminder, and drafts a WhatsApp message to the subsidiary controller listing what's outstanding.
Automated Holded Payment Reconciliation
Every morning, WebRun compares Holded invoice status against recorded payments, logs any mismatch to Airtable, and drafts a Gmail note to query the client when a payment cannot be matched.
Automated Bonsai Client Onboarding Checklist
When a new client is added in Bonsai, WebRun checks whether their proposal, contract, and deposit invoice are all created, logs the status to Airtable, and adds a Notion onboarding checklist page.
Automated FreshBooks Invoice Chasing
Every Monday, WebRun finds which FreshBooks invoices are past due, drafts a polite Gmail reminder for each customer, and logs every invoice's chase status in an Airtable tracker.
Automated FreeAgent Weekly Tax Scorecard
Every Monday, WebRun opens FreeAgent, pulls outstanding invoices, your estimated tax bill, and this month's profit, and posts the scorecard to Slack, with a Telegram alert if a tax deadline is close.
Automated Fortnox Bank Reconciliation Queue
Every morning, WebRun checks Fortnox bookkeeping entries against the bank feed for anything unmatched, creates a Trello card for each unresolved item, and drafts a WhatsApp note for likely duplicate or missing payments.
Automated Fatture in Cloud Deadline Reminders
Every week, WebRun checks Fatture in Cloud for upcoming e-invoice submission and VAT deadlines, creates a Trello card for each one due in the next 7 days, and drafts a WhatsApp reminder to the accountant.
Automated FacturaDirecta Payment Reminders
Every Monday, WebRun finds FacturaDirecta invoices past due, adds a calendar follow up reminder for each, and drafts a WhatsApp reminder to the customer, left for you to review and send.
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