Finance & Accounting
Finance & Accounting automation templates, page 16
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 2Checkout Failed Payment Chasing
Every morning, WebRun checks 2Checkout for recurring payments that failed overnight, creates a Trello card to track each dunning follow up, and messages you on WhatsApp.
Automated ZipBooks Billable Hours Scorecard
Every week, WebRun totals tracked hours in ZipBooks against what's actually been invoiced, creates a Trello card for unbilled time, and messages you the scorecard on WhatsApp.
Automated Zervant Invoice Setup Checklist
When you set up a new Zervant account, WebRun checks the invoice template and VAT settings are configured, holds a calendar reminder for anything unset, and messages you on WhatsApp.
Automated Zeni Daily Cash and Burn Export
Every morning, WebRun checks Zeni for your current cash balance and burn rate, exports the snapshot to Google Drive, and posts a short line to Slack.
Automated Yokoy Flagged Expense Review Queue
WebRun checks Yokoy for expenses flagged during policy review, logs each one to Airtable, and updates a Notion summary so finance always has a current review queue.
Automated Xolo Company Setup Checklist
When you form a new company through Xolo, WebRun checks its VAT registration, invoicing details, and banking are set up, logs the checklist to Notion, and exports the status to a Google Sheet.
Automated Xendoo Weekly Bookkeeping Scorecard
Every week, WebRun checks Xendoo for how many transactions are categorized versus pending, archives the status report to Google Drive, and texts you the weekly score.
Automated Webexpenses Policy Breach Alerts
WebRun checks new Webexpenses claims against your policy limits, holds a calendar slot to review any breach, and posts the alert to Microsoft Teams.
Automated Vyapar Daily Sales and GST Digest
Every evening, WebRun totals today's Vyapar sales and GST collected, posts the digest to Microsoft Teams, and creates a Trello card for any invoice missing GST details.
Automated Volopay Daily Card Spend Digest
Every morning, WebRun totals yesterday's Volopay card transactions, posts the digest to Telegram, and texts you if spend crosses your daily limit.
Automated Veem Weekly Payment Scorecard
Every week, WebRun totals Veem payments sent and received across currencies, exports the ledger to a Google Sheet, and emails you the scorecard.
Automated Upflow Overdue Invoice Chasing
WebRun checks Upflow for invoices overdue for payment, drafts a reminder for each customer in Gmail, and logs the chase status to Airtable so nothing slips.
Automated Synder Daily Sync Failure Digest
Every morning, WebRun checks Synder for transactions that failed to sync into your books, posts the count to Slack, and pings Telegram if failures spike.
Automated Stampli High Value Approval Alerts
WebRun checks Stampli for invoices stuck waiting on approval, creates a Trello card for anything high value, and messages you on WhatsApp so big payments don't stall.
Automated sevDesk Open Invoice Chase Digest
WebRun checks sevDesk for invoices still open past their due date, holds a calendar follow up reminder, and messages you a digest on WhatsApp.
Automated Scotiabank Account Setup Tracking
WebRun checks which Scotiabank business account setup steps are still open, logs status in Airtable, and posts the checklist in Notion.
Automated Santander Flagged Transaction Handoff
WebRun flags Santander transactions above your threshold, saves the flagged list to Google Drive, and texts your finance lead through Twilio.
Automated Saasu Weekly Cash Flow Scorecard
Every week, WebRun totals cash in, cash out, and low stock items in Saasu, archives the report to Google Drive, and posts the scorecard to Slack.
Automated Revolut Multi Currency Balance Digest
Every morning, WebRun checks balances across your Revolut currency accounts, posts the digest to Microsoft Teams, and flags a top up reminder on Google Calendar if one is low.
Automated Remitly Pending Transfer Tracking
WebRun checks Remitly for transfers still in pending or processing, creates a Trello card for anything over a day old, and posts the list to Microsoft Teams.
Automated Refrens Stale Quotation Follow Up
WebRun checks Refrens for quotations sent with no client response, logs the list to Airtable, and creates a Notion follow up task so no potential job goes cold.
Automated Reckon Weekly GST Sheet Export
Every week, WebRun totals GST collected and paid in Reckon, exports the figures to a Google Sheet, and logs the summary to Notion so BAS time is never a scramble.
Automated RBC Royal Bank Renewal Reminders
WebRun checks RBC Royal Bank for upcoming business credit line and term deposit renewal dates, posts the list to Telegram, and texts you as the date nears.
Automated Razorpay Settlement Reconciliation
WebRun matches each Razorpay settlement batch against your order log in Google Sheets and drafts a Gmail note on any mismatch.
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