Finance & Accounting
Finance & Accounting automation templates, page 26
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 Qoyod Overdue Invoice Reminders
Every Monday, WebRun opens Qoyod, finds invoices past their due date, drafts a polite WhatsApp reminder for each customer for you to approve, and adds a follow up reminder to Google Calendar for the largest balances.
Automated Wafeq Monthly Financial Statements
On the first of each month, WebRun pulls your profit and loss, balance sheet, and cash flow statement from Wafeq, logs the key figures to a trend sheet, and emails the full statement to leadership.
Automated Khatabook Month End Outstanding Report
On the last day of the month, WebRun totals every customer's outstanding udhaar in Khatabook, emails you the full list, and stages a closing entry in Tally.
Automated Deskera Lead Follow-Up Alerts
The moment a new lead lands in Deskera CRM, WebRun drafts a personal follow-up email in Gmail and alerts the right rep in Slack so no lead waits overnight for a reply.
Automated iKhokha Overdue Invoice Follow-Ups
WebRun checks which invoices tied to your iKhokha account are past due, drafts a polite WhatsApp reminder for each customer, and posts your team a Slack list of who still owes you.
Automated Vyapar GST Return Prep
Each month, WebRun pulls your GST figures from Vyapar, builds a filing-ready GSTR-1 and GSTR-3B workbook in Google Sheets, and drafts a handoff email to your accountant, left unsent for your review.
Automated Weekly Deal Pipeline Summary
Every Friday, WebRun pulls every active listing's stage from BizBuySell, rolls it up against your Google Sheets deal tracker, and posts a full pipeline summary to Slack so your team starts the next week knowing exactly where every deal stands.
Automated Evidence Chain of Custody Logging
Every time evidence changes hands, WebRun logs the transfer to a Google Sheet, records which files moved in or out of Drive, and notes any file newly imported into the matter's CaseWare IDEA project, so the custody trail stays complete without anyone filling in a form.
Automated Bukku WhatsApp Receipt Capture
The moment a staff member WhatsApps a receipt photo, WebRun reads the vendor, amount, and date, creates a draft expense entry in Bukku for review, and pings your bookkeeper on Telegram that a new receipt is waiting to be approved.
Automated CONTPAQi Customer Statement Reports
On the first of each month, WebRun compiles every client's open invoices and payments from CONTPAQi into a statement of account, drafts it in Outlook for review, and logs which statements are ready to send.
Automated Alegra Rejected Invoice Alerts
Every morning, WebRun opens Alegra, checks the electronic invoicing status of every invoice issued, flags any that the tax authority rejected or observed, drafts a heads-up email to the customer, and posts your finance team a Slack list of what needs fixing.
Automated Tally GST Filing Reminders
WebRun checks TallyPrime each morning for GST returns due soon, emails your accounts team a due date checklist, and sends an urgent WhatsApp ping before the deadline hits.
Automated Qoyod Inventory Reorder Alerts
Every morning, WebRun opens Qoyod, finds items below their reorder point, logs them to Google Sheets, and adds a same day reminder to Google Calendar so restocking never slips.
Automated Wafeq Expense Receipt Capture
When an employee sends a receipt photo on WhatsApp or forwards one by email, WebRun reads the amount, vendor, and date, and drafts the expense entry in Wafeq for approval.
Automated Khatabook Low Stock Alerts
Every hour, WebRun checks your Khatabook inventory for items running low and pings your own WhatsApp with a reorder list before you run out.
Automated Deskera Profit and Loss Digest
On the first business day of each month, WebRun pulls last month's Profit and Loss report from Deskera, saves it to Google Drive, and posts a Slack summary of revenue, expenses, and margin.
Automated iKhokha Customer Receipt Confirmations
The moment a new customer pays through iKhokha, WebRun drafts a friendly WhatsApp thank you with their receipt details for you to send, so every first-time customer gets a warm, on-brand confirmation.
Automated Vyapar Expense vs Income Reconciliation
Each month, WebRun opens Vyapar, totals income and expenses for the period, compares them line by line against Xero, and drafts your accountant a reconciliation summary in Gmail for review.
Automated Auction Comparable Price Alerts
Every night, WebRun checks Rouse Services for new auction results in categories tied to open engagements, logs any result that swings the estimate by more than 10 percent in Google Sheets, and posts an alert to Telegram.
Automated Closing Date Countdown Tracking
WebRun checks DocuSign for closing document signature progress, cross-references BizBuySell for each deal's status, and keeps a Google Calendar countdown current so you always know exactly how many days remain until close.
Automatic Forensic Deposition Prep Checklist
Each morning, WebRun checks Google Calendar for depositions in the next seven days, pulls the exhibit-ready findings for that matter from CaseWare IDEA, and posts your case team a Slack checklist of exhibits, exceptions, and open questions before you walk in.
Automated Bukku Customer Statement Drafts
On the last day of the month, WebRun opens Bukku, compiles each customer's statement of outstanding invoices and payments, drafts it as a WhatsApp message or an email depending on their usual channel, and leaves every draft unsent for you to review.
Automated CONTPAQi CFDI Invoice Alerts
Every morning, WebRun opens CONTPAQi, checks each CFDI invoice stamped the day before for a valid RFC, folio fiscal, and SAT status, logs the results to a sheet, and messages your accountant on WhatsApp if any invoice needs a fix.
Automated Alegra Expense Receipt Logging
Throughout the day, WebRun watches your expenses inbox, reads any receipt a team member forwards, logs it as an expense in Alegra, and files the original image in Google Drive.
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