Finance & Accounting
Finance & Accounting automation templates, page 2
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 FacturaDirecta Modelo 303 Prep
Every Monday, WebRun totals the quarter's invoices and expenses in FacturaDirecta for the modelo 303, opens a Trello card for every expense missing a receipt, and texts you the running figures.
Automated Expensya Expense Policy Checks
Every morning, WebRun screens new Expensya claims against your expense policy, logs each breach in Airtable, and posts finance a Microsoft Teams list to settle.
Automated ERPNext Low Stock Reorder Alerts
Every morning, WebRun checks ERPNext stock levels against each item's reorder level, builds the reorder list in Google Sheets, and sends Telegram the items about to run out before a job is held up.
Automated Digits Transaction Review Queue
Every Monday, WebRun collects the Digits transactions flagged for review, groups them by vendor with the suggested category, sends the queue on WhatsApp, and drafts a Gmail note for your bookkeeper.
Automated Crunch Missing Receipt Checks
Every Monday, WebRun finds the Crunch expenses recorded with no receipt attached, records each gap in Notion, and opens a Trello card for the paperwork you need to chase.
Automated Contasimple Quarterly VAT Prep
Every Monday, WebRun reviews the current quarter in Contasimple, lists invoices and expenses still missing their paperwork, logs the gaps in Airtable, and posts the state to Telegram.
Automated ClearTax GSTR-2B Reconciliation
Every Monday, WebRun reconciles your purchase invoices against GSTR-2B in ClearTax, saves the mismatch report in Google Drive, and sends the vendors to chase to Telegram.
Automated Clear Books VAT Deadline Tracking
Every Monday, WebRun reads your Clear Books VAT period and deadline, lists what is still unreconciled or uncategorised, logs the countdown in Google Sheets, and posts it to Teams.
Automated Circula Missing Receipt Chasing
Every Monday, WebRun finds the Circula card charges with no receipt attached, groups them by employee in Notion, and opens a Trello card per person so the month closes clean.
Automated Unreconciled Card Charge Chasing
Every Monday, WebRun finds Chrome River card charges with no expense report behind them, names the cardholder, and posts the chase list to Slack and Teams.
Automated New Customer Credit Screening
Every Monday, WebRun pulls each new customer's payer rating and credit check result from Chaser, drafts a Twilio alert on the risky ones, and books a credit review in Google Calendar.
Automated Certify Missing Receipt Chasing
Every morning, WebRun finds the Certify expense lines with no receipt attached, logs them in Airtable, and posts finance a chase list grouped by employee in Telegram.
Automated Bookkeeper360 Cash Runway Alerts
Every morning, WebRun reads your Bookkeeper360 cash position, works out how many months of runway are left, and texts you the moment it drops under your comfort line.
Automatic Billy Payment Reconciliation
When a payment lands, WebRun opens Billy, matches the bank line to an open invoice, logs the result in Airtable, and tells your finance channel in Microsoft Teams what still has no home.
Automated Billomat Recurring Invoice Checks
Every Monday, WebRun opens Billomat, checks which recurring invoices were due this billing cycle, finds the ones still sitting as drafts, and posts you the gaps.
Automated Zoho Invoice Estimate Follow-Ups
Every Monday, WebRun lists the Zoho Invoice estimates that were sent and never answered, drafts a WhatsApp nudge for each, and opens a Trello card so the quote gets chased.
Automated Zoho Expense Card Reconciliation
Every Monday, WebRun opens Zoho Expense, finds corporate card charges with no matching expense or receipt, logs them in Google Sheets, and drafts a WhatsApp nudge per cardholder.
Automated Zoho Books Estimate Follow-Ups
Every Monday, WebRun opens Zoho Books, lists estimates still sitting unaccepted, drafts a follow-up email per customer in Gmail, and logs the chase list in Notion.
Automated Wave Bill Payment Planning
Every Monday, WebRun lists the Wave bills falling due this week against your balance, drafts any vendor queries in Gmail, and sends you the payment plan on Telegram.
Automated Visma VAT Readiness Checks
Every Monday, WebRun checks your Visma books for entries blocking the VAT return, opens a Trello card for each blocker, and posts a readiness summary to Slack while there is still time to fix it.
Automated Tipalti Invoice Approval Chasing
Every morning, WebRun finds Tipalti supplier invoices still waiting on an approver before the run cutoff, posts the chase list to Slack, and files the evidence in Google Drive.
Automated Spendesk Subscription Reviews
Every Monday, WebRun lists your active Spendesk subscription cards with their supplier, owner, and budget, posts the review to Teams, and texts the finance lead the total.
Automated Soldo Wallet Balance Alerts
Every morning, WebRun reads your Soldo wallet balances, works out which cards they fund, logs the trend in a sheet, and texts you before a wallet runs dry.
Automated Sage VAT Deadline Countdown
Every Monday, WebRun opens Sage, reads the open VAT period and the transactions still unsorted inside it, raises a Trello card per fix, and posts the countdown to Slack.
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