Finance & Accounting
Finance & Accounting automation templates, page 17
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 QuickFile VAT and MTD Setup Checklist
When you add a new client in QuickFile, WebRun checks their VAT scheme and Making Tax Digital settings are configured, holds a calendar reminder for anything outstanding, and posts the checklist to Microsoft Teams.
Automated Puzzle Uncategorized Transaction Handoff
WebRun checks Puzzle for transactions still uncategorized, creates a Trello card for your accountant to review them in a batch, and posts a heads up in Microsoft Teams.
Automated ProfitBooks Overdue Invoice Alerts
WebRun checks ProfitBooks for invoices overdue for payment, posts the chase list to Telegram, and texts you if the total overdue crosses your threshold.
Automated Plooto Stuck Bill Approval Alerts
WebRun checks Plooto for bills waiting too long on approval, exports the list to a Google Sheet, and emails the approver a reminder so payments don't stall.
Automated PhonePe Transaction Volume Scorecard
Every Monday, WebRun pulls the week's PhonePe transaction volume and settlement totals, logs the numbers in Airtable, and drafts a summary for the owner in Gmail.
Automated Paytm Failed Transaction Rate Alerts
WebRun checks today's Paytm failed transaction rate, posts the numbers to Slack, and pings Telegram if it crosses your threshold.
Automated Paystand Daily Payments Digest
Every morning, WebRun checks Paystand for payments that landed the day before, logs each one to Airtable, and emails you the daily total so you always know what came in.
Automated Paystack Settlement Digest
Every morning, WebRun checks Paystack for the prior day's transactions and settlement status, logs the day's card in Trello, and sends the digest on WhatsApp.
Automated Payoneer Withdrawal Delay Alerts
WebRun checks the status of pending Payoneer withdrawals, logs expected arrival dates in Google Calendar, and messages you on WhatsApp if one is delayed.
Automated Patriot Software Payroll Setup Checklist
When you add a new employee in Patriot Software, WebRun checks their pay rate, tax withholding, and direct deposit details are complete, posts the checklist to Slack, and pings Telegram if something's missing before the next pay run.
Automated Pandle Unmatched Transaction Handoff
WebRun checks Pandle for bank feed transactions that haven't been matched, creates a Trello card for your bookkeeper to review, and messages you on WhatsApp with a heads up.
Automated Paddle Subscription Revenue Scorecard
Every Monday, WebRun pulls the week's Paddle revenue, renewals, and failed payments, archives the report to Google Drive, and posts the scorecard to Slack.
Automated Ottimate Purchase Order Matching
WebRun checks Ottimate invoices against their purchase orders, holds a calendar review slot for anything that doesn't match, and messages you on WhatsApp so mismatches get resolved before payment.
Automated Osome Compliance Deadline Tracking
WebRun checks Osome for upcoming filing deadlines like your annual return and tax filings, archives filed documents to Google Drive, and posts the countdown to Slack.
Automated OkCredit Daily Dues Digest
Every evening, WebRun checks OkCredit for customers whose credit balance changed today, logs the change to Airtable, and updates a Notion summary of who owes the most.
Automated Nubank Pending Transfer Tracking
WebRun checks Nubank for transfers still pending, logs days pending in Airtable, and flags the stale ones as a task in Notion.
Automated Notilus Weekly Expense Scorecard
Every week, WebRun totals travel and expense claims in Notilus by department, logs the scorecard to Notion, and exports the full detail to a Google Sheet.
Automated Nexonia Expense Archive Checks
Every week, WebRun checks which Nexonia expense reports were approved, confirms each one made it into your Google Drive archive, and texts you if the archive is falling behind.
Automated NatWest Account Setup Tracking
WebRun checks which NatWest business account onboarding steps are still open, logs status in Google Sheets, and posts the checklist for the team in Notion.
Automated NAB Flagged Transaction Handoff
WebRun flags NAB transactions that need a closer look, saves the flagged list to Google Drive, and texts your bookkeeper through Twilio.
Automated N2F Unsubmitted Expense Report Chase
Before your monthly close, WebRun checks N2F for employees who haven't submitted their expense reports, holds a calendar deadline reminder, and posts the list to Microsoft Teams for their manager.
Automated N26 Card Expiry Reminders
WebRun checks N26 for card expiry dates and scheduled payment renewals, adds a reminder to Google Calendar, and posts a heads up to Microsoft Teams.
Automated Moss Weekly Card Spend Scorecard
Every week, WebRun totals Moss card spend by category, creates a Trello card for anything over budget, and posts the scorecard to Microsoft Teams.
Automated Monzo Daily Spending Digest
Every morning, WebRun checks your Monzo balance and yesterday's spending by category, logs the day's card in Trello, and posts the digest to Microsoft Teams.
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