Finance & Accounting
Finance & Accounting automation templates, page 33
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 Month-End Reconciliation Digest for CFOs
At month-end, WebRun opens Fathom for each client entity, checks that all payments are reconciled in Xero, flags any unreconciled items, and posts a clean reconciliation status digest to Slack.
BizEquity Automated Fee Reconciliation Digest
Every Monday, WebRun matches payments received in QuickBooks against open valuation engagements in BizEquity, flags any engagement that has been delivered but remains unpaid, and delivers a reconciliation summary to the billing team.
Avalara Exemption Certificate Expiry Tracking
WebRun scans Avalara CertCapture for certificates expiring in the next 60 days, logs each one in Google Sheets, and drafts a renewal request for your review so nothing lapses unnoticed.
Neo.Tax Automated R&D Study Renewal Tracker
WebRun monitors Neo.Tax for engagements approaching their annual renewal window, updates the renewal calendar in Google Calendar, and alerts the responsible manager in Slack before the window closes.
Aplos Automated Pledge Payment Chaser
Every Monday, WebRun opens Aplos, finds pledges and invoices past due, and drafts a polite reminder for each donor or vendor so your finance team can approve and send.
Automated Revenue Recognition AR Chase
Every morning, WebRun opens Leapfin, finds recognized revenue lines with overdue balances, and drafts a polite collection reminder for each customer for your review.
Automated Advisory Invoice Chasing for Fractional CFOs
WebRun finds unpaid advisory fee invoices in QuickBooks, checks the outstanding balance in Fathom, and drafts a polite follow-up for each overdue client for your review before sending.
BizEquity Automated Overdue Fee Chaser
Every Monday, WebRun checks QuickBooks for overdue invoices on valuation engagements, cross-checks against the BizEquity client list, drafts polite payment reminders for advisor review, and posts the outstanding fee list to Slack.
Avalara Sales Tax Rate Change Client Notices
WebRun checks Avalara for published rate changes effective in the next 60 days, maps each change to affected clients, and drafts a rate-change advisory email per client for your review before anything is sent.
Neo.Tax Automated Payroll Offset Reconciliation
Every month, WebRun cross-checks the payroll-tax-offset amounts calculated in Neo.Tax against credits applied in QuickBooks, flags mismatches, and posts a reconciliation digest to Slack for your team to review.
Aplos Automated Nonprofit Client Onboarding Setup
When a new nonprofit client is signed, WebRun opens Aplos, sets up the initial chart of accounts and fund structure, creates the first budget period, and sends your team a setup checklist via Slack.
Automated Leapfin Revenue Schedule Onboarding
When a new customer contract is signed, WebRun opens Leapfin to create the revenue schedule, posts a kickoff checklist to Slack, and adds a calendar milestone for the first recognition date.
Automated Fractional CFO Client Onboarding Kickoff
When a new fractional CFO engagement is confirmed, WebRun creates the client entity in Fathom, sets up a Google Sheet tracker, drafts the welcome and document-request email for your review, and posts the kickoff checklist to Slack.
BizEquity Automated Client Onboarding Kickoff
When a new client engagement is created in BizEquity, WebRun sets up the document checklist, creates a shared tracking sheet, and prepares the welcome email for advisor review so onboarding starts within minutes of signing.
Avalara Sales Tax Reconciliation Automation
WebRun pulls collected tax totals from Avalara and compares them to remitted amounts in QuickBooks, then posts a reconciliation digest to Slack so variances surface before they become audit risks.
Neo.Tax Automated R&D Engagement Invoice Chaser
WebRun checks QuickBooks for unpaid invoices on R&D tax credit engagements, cross-references them with Neo.Tax study status, and drafts polite payment reminders for manager review before anything is sent to clients.
Aplos Automated GL Exception and Anomaly Flags
Every morning, WebRun scans your Aplos general ledger for unusual transaction patterns such as duplicate entries, misposted fund charges, and outlier amounts, and posts a flagged exception list to your finance team.
Automated Leapfin Revenue Anomaly and Exception Flags
Every morning, WebRun scans Leapfin for revenue anomalies, unmatched transactions, and reconciliation exceptions, and posts a prioritized exception list to your accounting team in Slack.
Automated Fathom KPI Anomaly Alerts for CFOs
WebRun monitors Fathom daily for KPI breaches and variance anomalies across your client portfolio, and posts an alert to Slack the moment any client's metric crosses your threshold, so you can act before the client notices.
BizEquity Automated Valuation Exception and Anomaly Flags
Before any BizEquity valuation report is delivered, WebRun checks the key financial figures for anomalies, such as revenue inconsistent with prior years, unusually high or low multiples for the industry, and missing data fields, then flags any issues for the advisor to review.
Avalara Overdue Sales Tax Remittance Tracker
WebRun scans Avalara and QuickBooks for overdue or unpaid tax remittances, logs the shortfall per state, and drafts a payment initiation memo for your finance team to action.
Neo.Tax Automated R&D Client Onboarding Kickoff
When a new client engagement opens in Neo.Tax, WebRun creates the onboarding checklist in Google Sheets, drafts the welcome email with data-connection instructions, and posts the engagement kickoff to your internal Slack channel.
Aplos Automated Grant Document Collection Chaser
Every week, WebRun checks Aplos for grants and donations that are missing required supporting documents such as grant agreements, W-9s, or acknowledgment letters, and drafts a collection request for each.
Automated Revenue Documentation Collection Chaser
Before month-end, WebRun checks Leapfin for recognized revenue lines missing supporting contracts or order forms, and drafts a request to the right team member for each gap.
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