Finance & Accounting
Finance & Accounting automation templates, page 21
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 Sage Intacct Close Checklist
Every week, WebRun checks each Sage Intacct entity's month end close checklist for open items, adds a calendar deadline reminder, and drafts a WhatsApp message to the subsidiary controller listing what's outstanding.
Automated Holded Payment Reconciliation
Every morning, WebRun compares Holded invoice status against recorded payments, logs any mismatch to Airtable, and drafts a Gmail note to query the client when a payment cannot be matched.
Automated Bonsai Client Onboarding Checklist
When a new client is added in Bonsai, WebRun checks whether their proposal, contract, and deposit invoice are all created, logs the status to Airtable, and adds a Notion onboarding checklist page.
Automated FreshBooks Invoice Chasing
Every Monday, WebRun finds which FreshBooks invoices are past due, drafts a polite Gmail reminder for each customer, and logs every invoice's chase status in an Airtable tracker.
Automated FreeAgent Weekly Tax Scorecard
Every Monday, WebRun opens FreeAgent, pulls outstanding invoices, your estimated tax bill, and this month's profit, and posts the scorecard to Slack, with a Telegram alert if a tax deadline is close.
Automated Fortnox Bank Reconciliation Queue
Every morning, WebRun checks Fortnox bookkeeping entries against the bank feed for anything unmatched, creates a Trello card for each unresolved item, and drafts a WhatsApp note for likely duplicate or missing payments.
Automated Fatture in Cloud Deadline Reminders
Every week, WebRun checks Fatture in Cloud for upcoming e-invoice submission and VAT deadlines, creates a Trello card for each one due in the next 7 days, and drafts a WhatsApp reminder to the accountant.
Automated FacturaDirecta Payment Reminders
Every Monday, WebRun finds FacturaDirecta invoices past due, adds a calendar follow up reminder for each, and drafts a WhatsApp reminder to the customer, left for you to review and send.
Automated Expensya Manager Approval Digest
Every morning, WebRun checks Expensya for expense reports waiting on manager approval, saves the batch to Google Drive as a review packet, and posts a Slack summary of who is waiting and for how long.
Automated ERPNext Purchase Approval Handoff
Every morning, WebRun checks ERPNext for purchase orders and stock requests waiting on approval, logs each to Airtable with the requester and amount, and adds a Notion page listing what is waiting.
Automated e-conomic Invoice Due Reminders
Every morning, WebRun finds e-conomic invoices due in the next 3 days, adds a Google Calendar reminder for each, and drafts a WhatsApp message to the customer as a friendly heads up.
Automated Business Central AR and AP Scorecard
Every Friday, WebRun pulls the week's sales orders, purchase orders, and outstanding AR and AP balances from Business Central, posts a scorecard to Telegram, and drafts a Twilio text nudge for anything materially overdue.
Automated Digits Daily Cash Digest
Every morning, WebRun reads the latest Digits cash balance, burn rate, and any flagged anomalies, writes the day's numbers to a Google Sheet, and adds a short Notion update for the founders.
Automated Dext Receipt Capture Digest
Every morning, WebRun checks how many receipts and invoices Dext captured and published overnight, saves the day's batch summary to Google Drive, and posts the digest to Slack for the bookkeeper.
Automated Crunch Overdue Invoice Tracking
Every Monday, WebRun finds Crunch client invoices past due, saves the chase list to a Google Drive tracker shared with your accountant, and drafts a Twilio text reminder to each client for your review.
Automated Contasimple Client Setup Tracking
When a new client is added in Contasimple, WebRun checks their profile for missing tax ID or fiscal details, schedules a calendar follow up if incomplete after 2 days, and posts a Microsoft Teams note.
Automated Concur Expense Policy Exceptions
Every morning, WebRun scans new SAP Concur expense reports for policy violations, creates a Trello card on the exceptions board for each, and posts a Microsoft Teams summary to the approver.
Automated ClearTax GST Filing Reminders
Every week, WebRun checks ClearTax for upcoming GST return and e-invoice filing deadlines, creates a Trello card for each one due in the next 10 days, and posts a Microsoft Teams reminder.
Automated Clear Books Invoice Chase List
Every Monday, WebRun finds Clear Books invoices past due, queues Clear Books' own reminder for each, posts the chase list to Telegram, and drafts a Twilio text for anything more than 30 days overdue.
Automated Circula Weekly Expense Scorecard
Every Friday, WebRun totals the week's Circula expenses and per diems by employee, writes the breakdown to a Google Sheet, and drafts a Gmail summary for the finance lead on the top spending categories.
Automated Chrome River Expense Exceptions
Every morning, WebRun scans new Chrome River expense reports for policy exceptions or missing receipts, logs each one to Airtable, and drafts a Gmail note to the submitter listing what needs fixing.
Automated Chaser Invoice Chase Digest
Every morning, WebRun opens Chaser, pulls yesterday's chase activity, stage moves, replies, promises to pay, into a Slack digest, and flags in Telegram any invoice whose chase sequence ran out unpaid.
Automated Certify Expense Approval Handoff
Every morning, WebRun checks Certify for expense reports waiting on approval, creates a Trello card for each with the employee and amount, and drafts a WhatsApp nudge to the approver for anything waiting over 2 days.
Automated Brex Spend Policy Alerts
Every morning, WebRun checks new Brex card transactions for policy breaks and missing receipts, posts a digest to Slack, and pings Telegram for anything over your large transaction threshold.
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