Finance & Accounting
Finance & Accounting automation templates, page 31
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 Prevention Alert Triage
When a Verifi or Ethoca prevention alert lands in Chargeflow, WebRun checks whether the Shopify order shipped, recommends refund or accept, and drafts any refund for your approval before the chargeback files.
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Automated Outstanding Check Reconciliation
Every month, WebRun compares your outstanding checks in QuickBooks against the bank statement, confirms which are truly uncashed, and updates Simple Escheat so only real unclaimed property stays on the list.
Automated TP Legislation Change Alerts
Every morning, WebRun checks Exactera for transfer pricing legislation changes, matches each to the countries you file in, and posts the affected files to Slack.
Automated Fixed Asset Reconciliation
WebRun compares the asset classes in a finished KBKG study against the fixed asset ledger in QuickBooks, flags every mismatch in recovery period or amount, and hands you a variance report.
EXEMPTAX Automated Back Collection Chasing
Each week, WebRun cross-checks Shopify exempt orders against EXEMPTAX, finds customers who bought tax-free with no certificate on file, and drafts a back-collection email to each, left unsent for review.
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Automated Commission Payout Statements
At period close, WebRun builds each rep's commission statement in QuotaPath, drafts the payout email to send, and posts finance a summary to approve before anything goes out.
Automated Landlord Rent Payment Prep
Each month, WebRun reads the cash rent and crop share owed in Traction Ag, drafts the matching bills and a payment run in QuickBooks, leaves them unpaid for approval, and posts you a Slack summary of who is due and how much.
Automated Restaurant Vendor Payment Runs
Every week, WebRun reviews approved AP bills due in Restaurant365, builds a proposed payment run staged in Ramp, leaves it queued but unsent, and posts you a Slack summary of who would be paid, how much, and from which account.
Automated Joint Interest Billing Drafts
After the monthly close, WebRun pulls each working interest owner's share of well costs from Petrofly, builds a joint interest billing statement per owner in Excel, and drafts the cover email to each partner, leaving every statement and email unsent for your review.
Automated Chargeback Rebuttal Drafts
For each dispute worth fighting, WebRun drafts a rebuttal letter and evidence package from your Shopify order data in Chargeflow, then leaves it unsent for a human to review and submit.
Shopify›Automated Due Diligence Letter Drafts
Ahead of each filing cycle, WebRun opens Simple Escheat, finds the owners who need a due diligence letter, drafts each one from your template, leaves them unsent for review, and posts the team a Slack list of who is being contacted.
Automated Master File Narrative Drafting
Each quarter, WebRun assembles the master file narrative in Exactera, saves the working draft to SharePoint, and drafts a review email that stays unsent until you approve it.
Automated Bonus Depreciation Deadlines
WebRun reviews open KBKG studies against the bonus depreciation phase-down schedule, works out which placed-in-service years are at risk, and alerts you before a lower rate locks in.
Automated Certificate Expiration Tracking
Every morning, WebRun reads certificate expiration dates from EXEMPTAX, updates a per-customer tracker in Google Sheets, and posts the team a short Slack list of what expires this month and next.
Automated Commission Close Deadline Tracking
Each morning, WebRun reads your commission close calendar, checks what is done in QuotaPath, and posts the team the open tasks and days left before close.
Automated Farm Estimated Tax Reminders
WebRun reads your Schedule F position in Traction Ag, works out each estimated tax due date and rough amount, and sends you a Telegram reminder well ahead of every deadline so a payment is never late.
Automated Restaurant Period Close Tracking
Every morning, WebRun checks each location's close tasks in Restaurant365 against your period-close calendar in Google Calendar and posts the team a Slack status of what is done, what is due today, and which units are behind.
Automated Distribution Run Deadline Tracking
Every morning, WebRun checks Petrofly and your calendar for the month's revenue distribution run steps, works out which close, purchaser, and payment deadlines are coming up, and posts the accounting team a Slack countdown of what is due next.
Automated Chargeback Deadline Tracking
Every morning, WebRun reads each open dispute's response-by date in Chargeflow, adds it to your calendar, and warns you in Slack about any deadline coming up in the next two days.
Automated Escheat Deadline Tracking
Every morning, WebRun opens Simple Escheat, reads the filing deadline for each state you report to, puts the ones coming due onto a shared calendar, and pings you on Telegram about anything close.
Automated Local File Deadline Tracking
Every morning, WebRun reads each country's local file due dates from Exactera, updates a deadline tracker in Google Sheets, and posts what is due soon to Slack.
Automated Cost Seg Engagement Letters
WebRun pulls the study scope and fee from KBKG, builds a matching engagement letter as a DocuSign envelope, and leaves it queued for a partner to review and send for signature.
EXEMPTAX Automated Certificate Collection
Each week, WebRun pulls the NetSuite customers with no valid resale certificate, opens EXEMPTAX to queue a guided collection request for each, drafts a Mailchimp campaign to invite them, and leaves the campaign unscheduled for review.
Automated Comp Plan Signature Reminders
WebRun checks which reps still owe a signed comp plan in DocuSign, drafts a polite reminder to each, and posts finance a list of who has signed and who has not.
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