Finance & Accounting
Finance & Accounting automation templates, page 32
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 Landlord W-9 and Lease Chasing
Each week, WebRun opens Traction Ag, finds the landlords missing a signed land agreement or a W-9, drafts a friendly request to each, leaves it unsent for review, and posts the team a Slack list of who is still outstanding.
Automated Restaurant365 Vendor Onboarding
When you open a new restaurant, WebRun reads the vendor list from a Google Sheet, drafts each supplier as a vendor record in Restaurant365 with terms and GL defaults, and posts you a Slack checklist of what still needs a number or a W-9.
Automated Lease Document Collection
Each week, WebRun checks Petrofly for properties missing a lease, deed, or ownership document, drafts a request to the operator or landman for each gap, leaves it unsent for review, and posts the team a Slack list of what is still outstanding.
Automated Chargeback Evidence Collection
For each open chargeback, WebRun pulls the matching Shopify order, tracking, and delivery proof into an evidence sheet so your rebuttals are ready to build.
Shopify›
Automated Dormant Property Detection
Every week, WebRun opens Simple Escheat, checks each open property against its state dormancy period, lists everything now past the threshold, and gives you a clean workbook of what is ready to escheat.
Automated Benchmarking Financials Collection
Every month, WebRun pulls each tested entity's financials from NetSuite, files them in Exactera against the right benchmarking study, and saves a copy to SharePoint.
Automated Cost Seg Document Collection
WebRun checks each open KBKG study for missing basis and appraisal documents, drafts a polite request to the client for what is outstanding, and logs the gaps in a tracker.
EXEMPTAX Automated Onboarding Cert Requests
When a new tax-exempt customer is created in Shopify, WebRun opens EXEMPTAX, starts a guided certificate request for the right state, drafts a welcome email pointing them to it, and leaves the email unsent for review.
Shopify›
Automated Closed-Won Deal Intake to QuotaPath
Every morning, WebRun finds new closed-won deals in Salesforce, adds them to QuotaPath with the owner and amount, and posts a short recap in Slack.
Automated Farm Input Purchase Entry
When a supplier invoice lands in Gmail, WebRun reads the seed, chemical, and fertilizer lines, records the purchase in Traction Ag against the right field and crop, and posts the team a Slack note of what was logged.
Automated Restaurant365 Invoice Capture
Every morning, WebRun reads new vendor invoice PDFs in Gmail, enters each one into Restaurant365 AP with the vendor, GL account, and location filled in, and posts you a Slack summary of what was captured.
Automated Division Order Owner Intake
When a new well comes online, WebRun reads the signed division order, sets up each working and royalty interest owner in Petrofly, logs the decimal interests to a Google Sheet, and drafts a welcome note to each owner for your review.
Automated Chargeback Intake Alerts
Every few hours, WebRun checks Chargeflow and Stripe for new chargebacks, opens a case for each with the amount and reason code, and posts your team a short Slack list of what just came in.
Automated Uncashed Check Escheat Import
Every week, WebRun opens QuickBooks, finds the AP checks that are still uncashed past your stale-date window, and imports each one into Simple Escheat as unclaimed property so nothing is missed at filing time.
Automated Intercompany Transaction Intake
Every week, WebRun exports intercompany transactions from NetSuite, loads them into Exactera as tested transactions, and posts a short intake summary to Slack.
Automated KBKG Study Intake From Closings
When a property closing packet lands in Drive, WebRun reads the settlement statement, opens a new KBKG study with the basis and address filled in, and tells your team it is ready.
Aplos Automated Budget Revision Notice Drafts
When a budget revision or allocation change is recorded in Aplos, WebRun drafts a formal notice to the relevant program staff and board contact, and queues it for finance-team review before sending.
Automated Revenue Schedule Rate Change Notices
When a pricing update changes a revenue schedule in Leapfin, WebRun drafts a rate-change notice for each affected customer for your finance and legal teams to review before sending.
Automated CFO Advisory Fee Rate-Change Notice Drafts
When you trigger an annual fee review, WebRun checks each client's billing history in QuickBooks, confirms current engagement scope using Fathom usage data, and drafts a personalised rate-change notice email for each client for your approval before sending.
BizEquity Automated Fee Change Notice Drafts
When your valuation service fees change, WebRun identifies every client on an affected pricing tier in BizEquity, drafts a fee change notice for each, and queues the drafts for advisor review before any client is notified.
Avalara Automated Client Compliance Statement Drafts
At month end, WebRun pulls each client's compliance activity from Avalara, builds a summary of returns filed, tax remitted, and open items, and drafts a delivery email for your review before anything is sent.
Neo.Tax Automated R&D Credit Statement Drafts
When a Neo.Tax study reaches final review, WebRun compiles the credit summary details and drafts a client-facing statement email for the engagement manager to review and send.
Aplos Automated Fund Reconciliation Digest
At month-end, WebRun opens Aplos, compares each fund's general ledger balance against bank transactions, flags unreconciled items, and posts a clean digest to your finance Slack channel.
Automated Leapfin Revenue Reconciliation Digest
Every morning, WebRun pulls reconciliation results from Leapfin, compares them against Stripe settlements, and posts a clean digest to your accounting Slack channel.
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