Finance & Accounting
Finance & Accounting automation templates, page 18
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 MoneyGram Failed Transfer Alerts
WebRun checks the status of every MoneyGram transfer sent today, posts any failed or flagged ones to Telegram, and texts you through Twilio if one needs attention.
Automated Mollie Payout Reconciliation
WebRun matches each Mollie payout batch against your order log in Google Sheets and drafts a Gmail note for accounting on any mismatch.
Automated MineralTree Stuck Approval Alerts
WebRun checks MineralTree for invoices sitting in approval too long, posts the list to Telegram, and texts you when a high value invoice is stuck so payment doesn't stall.
Automated Mercury Cash Position Scorecard
Every Monday, WebRun pulls the week's Mercury balance and spend, logs the numbers in Airtable alongside prior weeks, and drafts a scorecard email for the founders.
Automated Mercado Pago Sales and Payout Digest
Every morning, WebRun checks Mercado Pago for the prior day's sales and payout status, posts the digest to Slack, and pings Telegram if a payout is delayed.
Automated Lloyds Bank Transaction Alerts
WebRun scans Lloyds Bank transactions against your threshold, creates a Trello card for anything flagged, and messages you right away on WhatsApp.
Automated Lexoffice Open Invoice Export
Every week, WebRun exports every open Lexoffice invoice to a Google Sheet and drafts a payment reminder for the oldest overdue customer, ready for you to send.
Automated Lemon Squeezy Revenue Scorecard
Every Monday, WebRun pulls the week's Lemon Squeezy subscriptions, renewals, and cancellations, logs the review on Google Calendar, and sends you the scorecard on WhatsApp.
Automated Klarna Settlement Digest
Every morning, WebRun checks Klarna for the prior day's orders and settlement status, archives the report to Google Drive, and posts a digest to Slack.
Automated Kashoo Bank Reconciliation Digest
Every morning, WebRun checks Kashoo for bank transactions that haven't been reconciled, logs each one to Airtable, and emails you a short summary so nothing sits unreconciled for long.
Automated KashFlow VAT Deadline Reminders
WebRun checks KashFlow for your next VAT return due date, posts a countdown to Slack, and pings Telegram in the final days so the deadline never sneaks up on you.
Automated Itaú Pending Payment Tracking
WebRun checks Itaú for payments still pending confirmation, logs days pending in Airtable, and flags the stale ones as a task in Notion.
Automated Invoicera Purchase Order Matching
WebRun checks Invoicera invoices against the purchase order they reference, creates a Trello card for anything that doesn't match, and messages you on WhatsApp when a mismatch needs a decision.
Automated Invoice Ninja Weekly Invoice Export
Every week, WebRun gathers every invoice Invoice Ninja sent, exports the report to Google Drive, and texts you if a recurring invoice or a payment failed to go out.
Automated Invoicely Large Invoice Alerts
WebRun checks new Invoicely invoices against your typical average, holds a calendar slot to review anything unusually large, and messages you on WhatsApp so it gets a second look before sending.
Automated Invoice Home Estimate Expiry Alerts
WebRun checks Invoice Home for estimates about to expire unaccepted, adds a calendar reminder to follow up, and posts the list to Microsoft Teams so nothing lapses without a nudge.
Automated Invoiced Daily Collections Digest
Every morning, WebRun checks Invoiced for accounts moving through your collections stages, archives the latest statement to Google Drive, and posts the summary to Slack.
Automated InvoiceBerry New Client Handoff
WebRun watches InvoiceBerry for first time clients who just paid their first invoice, logs them to Airtable, and creates a Notion task so your team sets up recurring billing before the next job.
Automated Invoice2go Recurring Invoice Tracking
WebRun checks Invoice2go for recurring invoices due to go out this week, logs the schedule to Notion, and exports the full list to a Google Sheet so you always know what's billing next.
Automated ING Invoice Payment Reconciliation
WebRun matches incoming ING payments against your open invoice list in Google Sheets and logs any invoice still unmatched as a task in Notion.
Automated inDinero Bookkeeping Request Tracking
WebRun checks inDinero for bookkeeping items still waiting on documents or answers from the client, creates a Trello card for each so the account manager can chase it, and posts a heads up in Microsoft Teams.
Automated ICICI Bank Beneficiary Setup Tracking
WebRun checks ICICI Bank for beneficiaries still pending verification, saves the confirmation to Google Drive once cleared, and texts the requester through Twilio.
Automated HSBC Transfer Review Handoff
WebRun flags large or international HSBC transfers, assigns the review to your finance teammate in Microsoft Teams, and blocks time for it on Google Calendar.
Automated Hnry New Member Setup Checklist
When someone joins under your Hnry account, WebRun checks their tax profile, bank details, and invoicing setup are complete, posts a checklist to Telegram, and texts you if anything's still missing before their first payment.
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