Finance & Accounting
Finance & Accounting automation templates, page 14
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 Galileo Card Program Setup Tracking
Every morning, WebRun checks which steps of your Galileo card program setup are still open, schedules the next step in Google Calendar, and messages you the checklist status on WhatsApp.
Automated Funding Circle Overdue Repayment Alerts
Every morning, WebRun checks your Funding Circle loan portfolio for repayments that have gone overdue, archives the repayment report to Google Drive, and posts an alert to Slack.
Automated FIS Batch Processing Status Digest
Every morning, WebRun checks FIS overnight batch status, posts a digest to Slack, and escalates any failure in Telegram.
Automated Fiserv Daily Settlement Digest
Every morning, WebRun checks Fiserv for yesterday's card processing totals and settlement status, logs the daily total to Airtable, and posts a digest to Notion.
Automated First Citizens Bank Transaction Export
Every Monday, WebRun checks your First Citizens Bank business account for last week's transactions, exports the full log to Google Sheets, and posts a summary to Notion.
Automated Finicity Verification Status Tracking
Every morning, WebRun checks Finicity for account or income verification requests still pending, archives the status report to Google Drive, and texts you the checklist through Twilio.
Automated Fifth Third Bank Renewal Reminders
Every morning, WebRun checks your Fifth Third Bank certificates of deposit and business loans for upcoming renewal dates, adds a reminder to Google Calendar, and posts it to Microsoft Teams.
Automated Equals Money Payment Status Alerts
Every morning, WebRun flags Equals Money payments that failed or have been pending too long, schedules a follow-up, and alerts you on WhatsApp.
Automated Empower Net Worth Review Handoff
Every Monday, WebRun checks your Empower net worth and account balances for a notable change, creates a Trello card for your advisor to review, and notifies them in Microsoft Teams.
Automated Emburse Stuck Expense Report Chasing
Every morning, WebRun checks Emburse for expense reports waiting more than three days for approval, posts the chase list to Telegram, and texts each approver through Twilio.
Automated Elavon Daily Settlement Export
Every morning, WebRun checks Elavon for yesterday's settlement batch, exports the detail to Google Sheets, and emails you a summary.
Automated Ebury FX Exposure Tracking
Every Monday, WebRun checks your open Ebury FX positions and forward contracts, logs each one to Airtable, and emails you a summary of your currency exposure.
Automated Ebanx Daily Transaction Digest
Every morning, WebRun checks Ebanx for yesterday's transaction volume and approval rate, posts a digest to Slack, and sends you a personal copy on Telegram.
Automated EarnIn Available Balance Alerts
Every morning, WebRun checks how much you have available to cash out in EarnIn, logs the balance to a Trello board, and messages you an alert on WhatsApp when it crosses the amount you set.
Automated dLocal Settlement Reconciliation
Every morning, WebRun checks dLocal's settlement report against yesterday's expected total, adds a review reminder to Google Calendar for any mismatch, and messages you a summary on WhatsApp.
Automated Dave Low Balance Alerts
Every hour, WebRun checks your Dave account balance against the minimum you set, archives a daily snapshot to Google Drive, and posts an alert to Slack when it dips.
Automated DailyPay Weekly Usage Scorecard
Every Monday, WebRun checks DailyPay for last week's on demand pay usage across your employees, logs the totals to Airtable, and posts a usage scorecard to Notion.
Automated Curve Weekly Spending Scorecard
Every Monday, WebRun breaks down your Curve spending by category, saves a snapshot to Google Drive, and posts a scorecard to Slack.
Automated Current Weekly Money Scorecard
Every Monday, WebRun checks your Current spending account and savings balance for the past week, exports the weekly totals to Google Sheets, and posts a scorecard to Notion.
Automated CurrencyFair Target Rate Alerts
Every morning, WebRun checks the CurrencyFair exchange rate against your target, logs it to Airtable, and alerts you in Notion when it hits.
Automated Currencycloud Settlement Digest
Every morning, WebRun checks Currencycloud for yesterday's FX transactions and settlement status, archives the report to Google Drive, and texts you a digest through Twilio.
Automated Currencies Direct Weekly FX Summary
Every Monday, WebRun logs your Currencies Direct transfers and rates to Google Sheets and publishes a weekly FX summary in Notion.
Automated CRED Credit Card Bill Reminders
Every morning, WebRun checks CRED for credit card bills due in the next five days, adds a payment reminder to Google Calendar, and posts the due date alert to Microsoft Teams.
Automated Corpay Fuel Card Policy Alerts
Every morning, WebRun checks yesterday's Corpay fuel card transactions against your spend limits, creates a Trello review card for anything out of policy, and posts an alert to Microsoft Teams.
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