Finance & Accounting
Finance & Accounting automation templates, page 24
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 iKhokha Slow Sales Day Alerts
Through the trading day, WebRun compares your running iKhokha takings against your recent average for the same day of the week, and posts a Slack alert the moment today is falling notably behind, while you can still do something about it.
Automated Vyapar Payment Confirmations
Through the day, WebRun watches Vyapar for newly recorded payments, drafts a warm WhatsApp thank-you and receipt confirmation for each customer, and logs every payment to a Google Sheet.
Automatic Equipment Inspection Scheduling
WebRun checks Rouse Services for engagements needing an on site inspection, finds open slots on your Google Calendar, and drafts a confirmation text for each equipment owner in Twilio for your review before it sends.
Automated Buyer NDA Signature Reminders
WebRun checks BizBuySell inquiries against DocuSign to find buyers who still haven't signed their NDA, then drafts a polite reminder in Gmail so you can nudge them without lifting a finger.
Automatic Fraud Red Flag Escalation
Every hour, WebRun checks CaseWare IDEA for red flags that cross a high-severity threshold, pings you on Telegram right away, and drafts an escalation memo in Gmail, left unsent, so a partner reviews it before anyone outside the firm hears a word.
Automated Bukku WhatsApp Invoice Reminders
Every morning, WebRun opens Bukku, finds invoices past their due date, drafts a polite WhatsApp reminder for each customer, leaves every message unsent for you to review, and posts your team a Slack list of who still owes.
Automated CONTPAQi Payroll Run Summaries
After each CONTPAQi Nominas payroll run, WebRun compiles headcount, gross pay, IMSS and ISR withholdings, and net pay, emails the summary to your finance lead in Outlook, and logs the totals to a sheet for your records.
Automated Alegra WhatsApp Payment Reminders
Every Monday, WebRun opens Alegra, finds invoices past their due date, drafts a friendly WhatsApp nudge for each customer, and posts your team a Slack list of who still owes and how much.
Automated Tally Accounts Payable Alerts
Every Monday, WebRun checks TallyPrime for bills payable that are overdue or coming due, logs the full list to Google Sheets, and sends you a WhatsApp summary so you can prioritize payments.
Automated Qoyod Supplier Invoice Due Alerts
Every morning, WebRun opens Qoyod, finds supplier bills due in the next few days, adds each due date to Google Calendar, and logs the full payable list in Google Sheets so nothing slips past its due date.
Automated Wafeq Payroll Run Summary
Before each pay run, WebRun pulls the payroll totals from Wafeq, logs them to a sheet, and sends your finance lead a WhatsApp summary of headcount, gross pay, and deductions.
Automated Khatabook Repeat Customer Credit Check
The moment a repeat customer asks for more udhaar, WebRun checks their payment history in Khatabook, pings your own WhatsApp with a quick risk read, and emails you the full history.
Automated Deskera Purchase Order Approval Alerts
Every hour, WebRun checks Deskera for purchase orders waiting on approval above your threshold, pings the right approver in Slack, and drafts the vendor confirmation email in Gmail until they say go.
Automated iKhokha Refund Request Tracking
WebRun checks iKhokha for new refund requests, logs each one in Google Sheets with the reason and amount, and flags any that have missed the same-day refund window so you know it needs your attention.
Automated Vyapar Outstanding Statements
Each month, WebRun opens Vyapar, builds an account statement for every party with a balance, drafts a covering email to each in Gmail, and posts your team a Slack index, all left unsent for review.
Automated Equipment Serial Number Verification
WebRun checks every serial number in your Airtable equipment register against Rouse Services data, flags mismatches or units with no record on file, and posts the discrepancy list to Telegram before the report is finalized.
Automated Seller Listing Status Updates
Every week, WebRun pulls each listing's views, inquiries, and showings from BizBuySell and drafts a friendly status update in Gmail for the seller, so you never have to write one from scratch.
Automatic Expert Witness Report Draft Reminders
Each morning, WebRun checks the expert report draft in Drive against the CaseWare IDEA project's completed tests, and pings the report writer on Telegram with which sections and exhibits are still outstanding before the filing deadline.
Automated Bukku Multi Currency Invoice Summary
Every Friday, WebRun opens Bukku, totals your outstanding invoices by currency, adds any foreign currency invoices raised in Xero, converts everything to Ringgit at the week's rate, and logs one combined multi currency exposure summary to a sheet.
Automated CONTPAQi Financial Statement Summary
After each month closes in CONTPAQi, WebRun pulls the balance sheet and income statement, summarizes revenue, expenses, and margin against last month, emails the owner in Outlook, and logs every month's numbers to a sheet.
Automated Alegra Multi Country Revenue Report
On the 1st of every month, WebRun opens each country's Alegra account, converts last month's revenue to one currency, builds a consolidated report in Google Drive, and pings leadership on Telegram when it's ready.
Automated Tally Receivables Aging Report
Every Monday, WebRun pulls your aged receivables from TallyPrime, logs the full breakdown to Google Sheets, and sends you a WhatsApp summary of who owes you the most and for how long.
Automated Qoyod Staff Commission Tally
On the first of every month, WebRun opens Qoyod, totals last month's sales by staff member, applies your commission rate, builds the tally in Google Sheets, and emails payroll a summary ready for processing.
Automated Wafeq Overdue Invoice Reminders
Every Monday, WebRun finds invoices past due in Wafeq, sends a polite reminder to each customer, and tells your AR team who still hasn't paid.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.