Finance & Accounting
Finance & Accounting automation templates, page 34
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 CFO Client Document Collection Chaser
Before month-end close, WebRun checks which clients have not yet provided bank statements, expense reports, or payroll files, drafts a polite chase email for each, and posts an outstanding-document tracker to Slack.
BizEquity Automated Document Collection Chaser
WebRun monitors which clients have not yet submitted their financial statements, tax returns, and supporting documents into BizEquity, then sends your team a daily chase list so nothing stalls a valuation engagement.
Avalara Automated Client Onboarding for Sales Tax
When a new client is added, WebRun pulls their nexus footprint from Avalara, sets up their compliance profile, and drafts a welcome checklist email for your review before anything goes out.
Neo.Tax Automated QRE Anomaly and Exception Flags
WebRun scans Neo.Tax for QRE calculations with unusual figures such as wage allocations above threshold percentages or expense categories with zero entries, and posts a flagged anomaly list to Slack for your team to review.
Aplos Automated Fund Budget Variance Worklist
Every week, WebRun opens Aplos, identifies funds with negative balances, overspent budgets, or significant variance from plan, and delivers a risk worklist to your finance team.
Automated Revenue Recognition Delinquency Worklist
Every Monday, WebRun reads Leapfin for customers with recognized revenue and aging balances, scores each for delinquency risk, and posts a prioritized worklist to your finance team in Slack.
Automated CFO Client Cash Risk Monitoring with Fathom
Every week, WebRun scans Fathom for clients whose cash runway, debtors aging, or cash flow metrics are trending into the danger zone, and builds a prioritised risk worklist in Google Sheets and Slack for your team to action.
BizEquity Automated Client Disengagement Risk Worklist
Every Monday, WebRun checks BizEquity for clients who have gone silent, missed document deadlines, or not responded to advisor outreach, then builds a prioritized worklist so the team can re-engage before the client walks away.
Avalara Tax Exception and Nexus Alert Monitoring
WebRun scans Avalara for tax calculation exceptions, nexus threshold alerts, and unresolved notices, then posts a prioritized exception report to Slack so your team can act fast.
Neo.Tax Automated R&D Document Collection Chaser
WebRun checks Neo.Tax for incomplete document submissions, identifies which clients are missing payroll exports or project records, and queues reminder messages for your review before sending.
Aplos Automated Donation Entry From Email
When a donation confirmation or grant award email arrives, WebRun reads the amount, donor, and fund designation, then creates the transaction record in Aplos so nothing is entered manually.
Automated Leapfin Revenue Schedule Entry From Email
When a new contract email arrives in Gmail, WebRun extracts the key terms and opens Leapfin to create a draft revenue schedule entry for your accountant to review.
Automated CFO Cash Flow Data Entry From Client Emails
When a client emails bank statements, payroll runs, or cash balance updates, WebRun reads the figures from the email or attachment summary, logs them into your Google Sheet cash flow tracker, and updates the corresponding Fathom forecast model.
BizEquity Automated Financial Data Entry From Email
When a client emails financial statements or data sheets, WebRun reads the key figures and enters them into the correct BizEquity engagement fields, saving advisors from manual copy-and-paste.
Avalara Automated Exemption Certificate Collection
WebRun checks Avalara for exempt customers with missing or expired certificates, then drafts a collection email to each for your review before anything is sent.
Neo.Tax Automated R&D Engagement Risk Worklist
WebRun scans Neo.Tax for engagements showing stall signals such as missing data, overdue document submissions, or long gaps since last activity, and builds a weekly risk worklist in Google Sheets for your team to action.
Aplos Automated Grant Covenant Compliance Tracker
Every week, WebRun opens Aplos, checks actual spending against each grant's allowable-use conditions, flags any potential covenant breach, and delivers a compliance status report to your finance team.
Automated Revenue Covenant Compliance Tracker
Every Monday, WebRun reads recognized revenue totals from Leapfin, checks them against your active financial covenant thresholds, and alerts your finance team in Slack if any condition is at risk.
Automated CFO Loan Covenant Monitoring with Fathom
WebRun checks each client's current financial ratios in Fathom against their loan covenant thresholds, flags any breach or near-breach, and posts a weekly covenant health digest to Slack so you can address issues before the lender does.
BizEquity Automated Loan Covenant Valuation Tracker
WebRun monitors clients whose loan covenants require a current business valuation and alerts advisors when a client is approaching the covenant deadline so a fresh BizEquity report can be prepared in time.
Avalara Tax Notice Logging From Email
WebRun reads incoming tax authority emails and nexus threshold notices, extracts the key details, and logs each as a new record in Avalara and a Google Sheet so nothing is lost in an inbox.
Neo.Tax Automated R&D Expense Data Entry From Email
When a client emails payroll breakdowns or expense summaries, WebRun extracts the figures, matches them to the open engagement in Neo.Tax, and logs them to Google Sheets for your team to verify before entry.
Aplos Automated Nonprofit Compliance Deadline Tracker
Every Monday, WebRun checks Aplos for upcoming grant reporting, audit, and regulatory filing deadlines, flags those due within 45 days, and posts a compliance calendar to your finance channel.
Automated ASC 606 Compliance Deadline Tracker
Every Monday, WebRun checks Leapfin for upcoming ASC 606 compliance tasks and close deadlines, and posts a prioritized to-do list to your accounting Slack channel.
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