Finance & Accounting
Finance & Accounting automation templates, page 35
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 Compliance Deadline Tracking
WebRun monitors upcoming tax lodgement dates, board reporting deadlines, and statutory filing due dates across your client portfolio, and posts a weekly compliance calendar to Slack so nothing is missed.
BizEquity Automated Compliance Deadline Tracker
WebRun monitors key compliance deadlines tied to valuation engagements, such as estate-planning update windows, buy-sell agreement review dates, and lender reporting due dates, and alerts advisors in Slack before any deadline passes.
Avalara Automated Sales Tax Deadline Tracking
WebRun checks Avalara for upcoming filing deadlines across all your registered states, cross-references your filing calendar, and posts a prioritized alert to Slack so nothing is late.
Neo.Tax Automated R&D Filing Deadline Tracker
WebRun checks Neo.Tax for upcoming filing and amendment deadlines, maps them against Google Calendar, and posts a weekly digest to Slack so your team never misses a due date.
Aplos Automated Disbursement Approval Routing
When a disbursement request above your threshold is entered in Aplos, WebRun drafts an approval request message for the designated board member and posts it to your approval Slack channel for review.
Automated Leapfin Journal Entry Approval Routing
When Leapfin flags journal entries ready for posting, WebRun drafts an approval request and routes it to the correct reviewer in Slack based on entry type and amount.
Automated CFO Board Pack Internal Approval Routing
Before delivering a board pack, WebRun checks that Fathom reports are finalised, drafts an approval-request email to the internal reviewer, and posts the pack summary to Slack for sign-off, so nothing goes to the board without a final human check.
BizEquity Automated Valuation Approval Routing
When a BizEquity valuation is ready for internal review, WebRun identifies the correct approver based on client type and deal size, drafts the review request, and notifies the reviewer in Slack so nothing waits in the wrong inbox.
Avalara Sales Tax Return Approval Routing
WebRun reads prepared return drafts in Avalara, compiles a review packet per state, and routes each to the right approver via Slack with a checklist, so nothing is filed without sign-off.
Neo.Tax Automated R&D Credit Approval Routing
When Neo.Tax completes a credit calculation, WebRun reviews the credit amount, routes a draft approval notice to the correct partner or manager tier, and queues the client notification for review before anything is sent.
Aplos Automated Grant Pipeline Status Digest
Every Monday, WebRun opens Aplos, reads the status of every active grant application and in-progress funding request, and posts a pipeline digest to your grants team Slack channel.
Automated Leapfin Data Ingestion Status Digest
Every morning, WebRun checks Leapfin for new transaction data ingested from each source, flags any failed or incomplete feeds, and posts a status digest to your accounting Slack channel.
Automated CFO Month-End Close Status Tracker
WebRun checks the close progress for each client entity at month-end, pulls the current data sync status from Fathom, logs the state in your tracker, and posts a clear close-status digest to Slack so your team knows what is done and what is blocked.
BizEquity Automated Engagement Status Digest
Every morning, WebRun reads the status of every open valuation engagement in BizEquity and delivers a concise summary to the advisory team so everyone knows which engagements are on track, stalled, or ready to deliver.
Avalara Sales Tax Registration Status Tracking
WebRun checks Avalara for the status of every open sales tax registration application, updates a tracking sheet, and posts a weekly progress digest to Slack so no registration falls through the cracks.
Neo.Tax Automated R&D Study Status Digest
Every Monday, WebRun opens Neo.Tax, reads the progress stage of every active engagement, and posts a structured status digest to Slack and Google Sheets so partners know exactly where each study stands.
Automated Quarterly Emissions Statement Delivery
At the end of each quarter, WebRun pulls your latest Scope 1, 2, and 3 figures from Persefoni, drafts a personalized emissions performance statement for each key stakeholder via Gmail, and posts a delivery checklist to Slack so nothing is sent before you have reviewed and approved each statement.
Carta Stripe Automated Exercise Payment Reconciliation
Every morning, WebRun matches incoming Stripe payments for option exercises against the corresponding Carta records, flags unmatched items, and posts a reconciliation digest to your finance Slack channel so discrepancies are caught the same day.
Automated IRS Penalty Abatement Status Tracking
WebRun monitors all pending penalty abatement cases in Canopy, tracks IRS processing milestones, flags stalled requests, and delivers a weekly status digest via Telegram.
Automated Chargebee Renewal Reminder Drafts
Every morning, WebRun finds subscriptions renewing in the next 7 days in Chargebee, checks the renewal amount, and drafts a heads-up email in Gmail for each customer for your team to review.
Automated Retirement Plan Restatement Deadline Reminders
WebRun scans your ftwilliam.com plan document records each week, identifies plans approaching a restatement or required amendment deadline, and drafts a notice for each plan sponsor so your team can review and send at the right time.
Automated Merchant Contract Renewal Tracking
Every week, WebRun checks IRIS CRM for merchant contracts and service agreements expiring in the next 60 days, posts a renewal tracker to Slack, and drafts renewal outreach emails in Gmail for your agents to send.
Automated Capital Call Payment Reconciliation
Every morning, WebRun compares capital call payments received in QuickBooks against the amounts expected in Juniper Square and flags any discrepancies for the fund accountant to resolve.
Automated Carbon Reduction Target Progress Digest
Every week, WebRun reads your reduction targets and current emissions in Persefoni, calculates progress against each milestone, and posts a digest to Slack so your team knows exactly how far ahead or behind you are without logging into the platform.
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