Finance & Accounting
Finance & Accounting automation templates, page 20
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 Bluevine Daily Balance Digest
Every morning, WebRun checks your Bluevine balance and new deposits, saves a daily statement snapshot to Google Drive, and posts the digest to Slack.
Automated Barclays Flagged Transaction Handoff
WebRun flags Barclays transactions above your threshold, logs each one in Airtable, and assigns a review task to the teammate on call in Notion.
Automated Bank of America Renewal Tracking
WebRun checks your Bank of America business accounts for upcoming loan, line of credit, and CD maturity dates, logs them in Google Sheets, and posts a reminder card to Notion.
Automated ANZ Large Transaction Alerts
WebRun scans your ANZ business account for large or unusual transactions, archives the flagged list to Google Drive, and texts you the same day through Twilio.
Automated Amex Business Card Spend Scorecard
Every Monday, WebRun pulls the week's American Express business card transactions by category, posts a scorecard to Microsoft Teams, and adds a review block to your calendar.
Automated Alipay Refund Request Tracking
WebRun finds Alipay refund requests that have sat open too long, creates a Trello card for each, and posts the oldest ones to Microsoft Teams.
Automated Airwallex Account Setup Tracking
WebRun checks which Airwallex currency accounts and cards are still pending activation, posts the checklist status to Telegram, and texts the requester when theirs is ready.
Automated Afterpay Payout Reconciliation
WebRun matches each Afterpay settlement batch against your order log in Google Sheets and drafts a Gmail note for accounting whenever a payout doesn't line up.
Automated Affirm Flagged Order Tracking
WebRun checks Affirm for orders flagged as canceled, disputed, or under review, logs each one in Airtable, and drafts a summary email so nothing sits unnoticed.
Automated Adyen Settlement and Decline Digests
Every morning, WebRun checks Adyen for yesterday's settlements and declined payments, posts a digest to Slack, and pings Telegram if the decline rate spikes.
Automated Wave Invoice Due Date Reminders
Every morning, WebRun finds Wave invoices due in the next 3 days, adds a Google Calendar reminder for each, and posts a Microsoft Teams summary of what is coming due this week.
Automated Visma eAccounting Weekly Export
Every Friday, WebRun pulls the week's Visma eAccounting invoices and expenses into a clean Google Sheet for the bookkeeper, and drafts a Gmail note asking about anything left uncategorized.
Automated Tipalti Supplier Onboarding
When a new supplier is submitted in Tipalti, WebRun checks their onboarding record for missing items, logs the status to Airtable, and drafts a Gmail request listing exactly what is missing.
Automated Spendesk Approval Handoffs
Through the day, WebRun checks Spendesk for purchase and card requests waiting on approval, posts a Slack summary to the approver, and pings Telegram when a request has waited more than 3 business days.
Automated Soldo Flagged Transaction Review
Every morning, WebRun flags Soldo card transactions over a wallet's budget or missing a receipt, creates a Trello card for each, and drafts a WhatsApp alert to the cardholder asking for the missing receipt.
Automated Sage Cash Position Alerts
Every morning, WebRun checks your Sage cash position and any invoices or bills that just crossed a risk threshold, posts a Telegram digest, and drafts a Twilio text alert if cash drops below your minimum.
Automated Rydoo Expense Policy Alerts
Every morning, WebRun flags Rydoo expense claims that break policy, missing receipt, over mileage rate, or over meal limit, saves the flagged list to Google Drive, and posts a Slack alert to the approver.
Automated Quicken Weekly Budget Scorecard
Every Sunday, WebRun pulls the week's Quicken spending by category against budget, upcoming bill reminders, and rental income received, logs the numbers to Airtable, and adds a Notion summary page.
Automated Pleo Flagged Spend Review
Every morning, WebRun flags Pleo card transactions missing a receipt or over the category limit, writes them to a Google Sheet, and logs each one as a Notion page for the finance team to clear.
Automated Pilot Monthly Close Handoff
When Pilot finishes categorizing last month's transactions, WebRun saves the summary and any items flagged needs review to Google Drive, and drafts a Twilio text letting the founder know the books are ready.
Automated Pennylane Reconciliation Followups
Every morning, WebRun checks Pennylane bank transactions against invoices, adds a calendar follow up for anything unmatched after 3 days, and posts the day's reconciliation status to Microsoft Teams.
Automated Payhawk Approval Queue Digest
Every morning, WebRun checks Payhawk for card and invoice payment requests waiting on approval, creates a Trello card for each, and posts a Microsoft Teams summary so the approver knows what is waiting.
Automated MYOB Bank Reconciliation Alerts
Every morning, WebRun matches MYOB bank feed transactions against invoices and bills, writes what is still unmatched to a Google Sheet, and drafts a Gmail query for anything that looks like a duplicate payment.
Automated Melio Bill Due Date Tracking
Every morning, WebRun opens Melio, finds bills due in the next 5 days, writes them to a Google Sheet with vendor, amount, and due date, and drafts a Gmail reminder for anything due within 24 hours and not yet scheduled.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.