Finance & Accounting
Finance & Accounting automation templates, page 22
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 Bookkeeper360 Weekly KPI Scorecard
Every Monday, WebRun pulls last week's key Bookkeeper360 KPIs, revenue, expenses, and cash position, adds a calendar reminder for the next review call, and drafts a WhatsApp summary for the client.
Automated Billy Monthly Export
On the last day of the month, WebRun exports Billy's invoices and expenses as a report saved to Google Drive for the accountant, and posts a Slack note to the owner confirming the totals.
Automated Billomat Overdue Invoice Reminders
Every Monday, WebRun finds Billomat invoices past due, logs the chase list to Airtable, and adds a Notion note queuing Billomat's own reminder email on each one for a human to review and send.
Automated Billdu Weekly Invoice Export
Every Friday, WebRun pulls the week's Billdu invoices and their paid or unpaid status into a Google Sheet for the bookkeeper, and adds a summary page in Notion for the owner's monthly record.
Automated Bench Uncategorized Transaction Tracker
Every morning, WebRun checks which Bench bank feed transactions are still uncategorized, writes them to a Google Sheet, and logs a running Notion note for the bookkeeping team on anything unusual.
Automated Axonaut Weekly Sales Reporting
Every Friday, WebRun pulls the week's new quotes, signed deals, and invoices from Axonaut, saves a summary report to Google Drive, and drafts a Twilio text digest for the sales lead.
Automated AutoEntry Capture Queue Digest
Every morning, WebRun checks how many receipts and invoices AutoEntry captured and published overnight versus how many are stuck needing review, adds a calendar reminder if the queue backs up, and posts to Microsoft Teams.
Automated Akaunting Record Setup Checklist
When a new customer or vendor is added in Akaunting, WebRun checks their record for missing details, creates a Trello card to track setup, and posts a Microsoft Teams note so the bookkeeper knows.
Automated Airbase Budget Exception Alerts
Every morning, WebRun checks new Airbase purchase requests and card transactions against budget limits, saves a flagged spend report to Google Drive, and drafts a Twilio text when a category would go over budget.
Automated 17hats Lead Onboarding Checklist
When a new lead fills out a 17hats questionnaire, WebRun checks what is still missing before the project can be booked, posts a Telegram update, and drafts a Twilio text nudge if the contract stalls for 3 days.
Automated Valuation Request Follow Ups
WebRun checks Rouse Services for valuation requests stuck waiting on client information, checks DocuSign for engagement letters still unsigned, drafts a follow up email in Gmail for each, and posts the tracker to Telegram.
Automated Site Visit Photo Upload Reminders
WebRun checks Rouse Services for inspections completed yesterday, checks Dropbox for the matching photo folder, texts the field appraiser through Twilio if photos are still missing, and posts any gaps to Slack.
Automated Seller Financial Document Reminders
WebRun checks your Google Sheets checklist against what's actually been received for each listing, and drafts a friendly Gmail reminder to the seller for whatever financial document is still missing.
Automated CaseWare IDEA Anomaly Alerts
Every night, WebRun runs CaseWare IDEA's exception tests against the day's transaction data, logs every flagged item to a Google Sheet with the test that caught it, and pings you on Telegram the moment a high-risk anomaly needs a closer look.
Automated Bukku Vendor Bill Due Alerts
Every morning, WebRun opens Bukku, finds vendor bills due in the next week, pings you on Telegram the moment anything is due within two days, and emails you an end of day summary of everything coming up.
Automated CONTPAQi SAT Compliance Reports
Every month, WebRun checks CONTPAQi for missing CFDI stamps, unfiled provisional payments, and open DIOT items, logs every gap to a sheet, and emails your accountant a compliance report before the filing deadline.
Automated Alegra Weekly Sales Summary
Every Monday, WebRun opens Alegra, totals last week's sales by product and customer, builds a summary in Google Sheets, and emails you the highlights so you start the week already knowing how it went.
Automated Tally Voucher Entry Summary
Every evening, WebRun counts the vouchers entered in TallyPrime by type and by staff member, logs the breakdown to Google Sheets, and emails your office manager a quick entry summary.
Automated Qoyod ZATCA Compliance Checks
Every morning, WebRun opens Qoyod, checks yesterday's invoices for ZATCA phase 2 compliance, logs any invoice with a missing QR code, hash, or clearance status to Google Sheets, and messages you on WhatsApp the moment something needs fixing.
Automated Wafeq ZATCA E-Invoice Rejection Alerts
Every hour, WebRun checks Wafeq for e-invoices ZATCA has rejected or left pending, logs each one to a sheet, and alerts your finance team on WhatsApp so nothing stays unresolved.
Automated Khatabook Credit vs Cash Report
Every Monday, WebRun totals last week's Khatabook entries into credit and cash, builds a comparison sheet, and stages the split as a draft voucher in Tally for your accountant.
Automated Deskera Vendor Bill Due Alerts
Every morning, WebRun checks Deskera for vendor bills coming due, saves a payables list to Google Drive, and posts a Slack alert so you never miss an early payment discount or a due date.
Automated iKhokha Multi-Store Takings Reports
Every Monday, WebRun pulls last week's takings for each of your iKhokha branches, logs them side by side in Google Sheets, posts a ranked Slack summary, and sends each store manager their own WhatsApp number.
Automated Vyapar Top Debtors Report
Every Monday, WebRun opens Vyapar, ranks your biggest outstanding balances by amount and age, cross-checks them against Xero, and posts your finance team a ranked debtors report in Slack.
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