Finance & Accounting
Finance & Accounting automation templates, page 12
1,070 ready-made workflows for Finance & Accounting. 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: Slack, Google Sheets and Gmail.
Automated PNC Wire Approval Queue Tracking
WebRun checks PNC for wire and ACH payments waiting on approval, logs the aging queue to Airtable, and emails you the list before anything sits too long.
Automated Extend Virtual Card Limit Alerts
Every morning, WebRun checks Extend virtual card spend against limits, logs near-limit cards to Trello, and alerts you on WhatsApp.
Automated PayU Payment Method Setup Tracking
WebRun checks PayU for which payment methods and KYC steps are live, posts setup progress to Slack, and pings you on Telegram once everything is enabled.
Automated Paysend Transfer Reconciliation
Every morning, WebRun checks Paysend for the status of every transfer, logs anything still unconfirmed to Trello, and messages you on WhatsApp when one is stuck.
Automated Paysafe Decline Rate Alerts
WebRun monitors your Paysafe merchant account for a rise in declined payments, messages you on WhatsApp when it happens, and schedules a review on Google Calendar.
Automated PayFast Payment Reconciliation
Every night, WebRun matches PayFast payments to your orders, logs unmatched ones to Trello, and sends a WhatsApp reconciliation summary.
Automated Payactiv Weekly Usage Summary
Every Monday, WebRun checks Payactiv earned wage access usage, flags frequent users, and sends HR a summary on WhatsApp.
Automated PalmPay Daily Transaction Digest
Every night, WebRun saves your PalmPay wallet transactions to Google Drive and posts a digest of the day's totals to Slack.
Automated Ozow Payment Issue Handoff
Every morning, WebRun finds failed or disputed Ozow payments, logs them to Airtable with an assigned owner, and hands off the list in Notion.
Automated OnePay Installment Reminders
Every morning, WebRun checks OnePay for upcoming installment payments, logs the schedule to Google Sheets, and posts a reminder page to Notion.
Automated OnDeck Repayment Schedule Reminders
WebRun checks OnDeck for the loan repayment schedule, saves an export to Google Drive, and texts you a reminder before each draft date.
Automated OFX Weekly Transfer Scorecard
Every Monday, WebRun checks OFX for the week's transfers and the rates achieved, adds a rate watch reminder to Google Calendar, and posts a scorecard to Microsoft Teams.
Automated OCBC Overdue Documentation Chase
WebRun checks OCBC for pending compliance or trade finance documents, creates a Trello card for anything overdue, and posts a reminder to Microsoft Teams.
Automated Novo Business Account Setup Tracking
WebRun checks your Novo account for outstanding verification, card, and reserve setup steps, posts progress to Telegram, and texts a confirmation once it is fully live.
Automated Nium Payout Reconciliation
Every morning, WebRun checks Nium for payout batch statuses, logs reconciled versus pending payouts to Google Sheets, and emails you a summary.
Automated Nexi Settlement Exception Alerts
WebRun monitors your Nexi merchant account for a rise in declined payments or a delayed settlement, logs the incident to Airtable, and emails you an alert.
Automated Network International Reconciliation
Every night, WebRun matches Network International settlements to your orders, logs them to Google Sheets, and reports the summary in Notion.
Automated NetSpend Daily Card Digest
Every night, WebRun checks your NetSpend card for the day's loads and purchases, posts a digest to Slack, and sends a personal Telegram alert if the balance runs low.
Automated Neteller Withdrawal Review Alerts
WebRun scans Neteller for high value withdrawal requests, creates a review card in Trello, and pings your finance teammate on WhatsApp before it gets processed.
Automated NerdWallet Credit Score Alerts
WebRun checks your NerdWallet credit score and report for meaningful changes, messages you on WhatsApp when one appears, and schedules a review on Google Calendar.
Automated Navy Federal Balance Digest
Every night, WebRun checks your Navy Federal accounts, saves a statement export to Google Drive, and posts a balance and spending digest to Slack.
Automated MX Data Quality Scorecard
Every Monday, WebRun checks MX for connection health and transaction categorization stats across linked accounts, logs the figures to Airtable, and posts a scorecard to Notion.
Automated M&T Bank Large Transaction Alerts
WebRun watches your M&T Bank account for transactions over a threshold, posts them to your finance Slack channel, and sends an urgent Telegram ping for the biggest ones.
Automated MoneyLion Overdue Balance Tracking
Every morning, WebRun checks your MoneyLion account for any overdue payment or past due status, logs it to Notion, and updates a running Google Sheets tracker.
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