Finance & Accounting
Finance & Accounting automation templates, page 36
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.
Carta Automated Option Grant Approval Routing
When a new option grant is ready in Carta, WebRun identifies the required approver, drafts a DocuSign approval request, and notifies the signatory in Slack so no grant sits pending for weeks.
Automated Tax Resolution Payment Reconciliation
WebRun compares payments recorded in QuickBooks against IRS balance data in Canopy, flags any discrepancies, and delivers a reconciliation digest to your team via Google Sheets.
Automated Subscription Rate Change Notice Drafts
When you apply a price change in Chargebee, WebRun identifies all affected subscribers, drafts a personalized rate-change notice in Gmail for each, and queues the drafts for your team to review before sending.
Automated TPA Fee Payment Reconciliation Digest
Every Friday, WebRun compares TPA invoices recorded in QuickBooks against payment records in PensionPro, flags any gaps or mismatches, and posts your billing team a concise reconciliation digest in Slack.
Automated Merchant Rate Change Notice Drafts
When a processor rate change is logged in IRIS CRM, WebRun identifies every affected merchant, drafts a compliant rate change notice for each, and posts a review list to Slack so your team can approve and send them on time.
Automated LP Capital Call Payment Chaser
Every Monday, WebRun checks Juniper Square for capital call payments that are past due, calculates how long each has been outstanding, and drafts a reminder email for your review before it is sent to the LP.
Automated Emission Factor Change Notices
When Persefoni updates its emission factor library, WebRun calculates how the changes affect your current footprint, and drafts a notice for your team and key stakeholders explaining the impact so everyone stays informed without surprises at year-end.
Carta Automated New Investor Onboarding
When a new investor is added to your cap table in Carta, WebRun creates a Google Calendar kickoff meeting, sends them a DocuSign welcome packet for signature, and posts an onboarding checklist to Slack for your team.
Automated Tax Resolution Invoice Payment Chaser
WebRun finds tax resolution clients with overdue firm invoices in QuickBooks, drafts polite payment reminders, and posts a chase list to Slack so your billing team stays on top of receivables.
Automated Chargebee Stripe Payment Reconciliation
Every Monday, WebRun cross-checks payments settled in Chargebee against Stripe transaction records, flags any discrepancies, and posts a reconciliation digest to Slack for your finance team.
Automated TPA Service Fee Payment Chaser
WebRun finds plan sponsors with outstanding TPA service invoices in QuickBooks each week, drafts a polite payment reminder for each, and posts your team a chase list so every overdue balance gets attention.
Automated Merchant PCI Compliance Deadline Tracking
Every week, WebRun checks IRIS CRM for merchants whose PCI compliance is expiring or overdue, and posts a deadline tracker to your compliance Slack channel with each merchant's status and days remaining.
Automated Juniper Square K-1 Delivery Tracking
Every morning during tax season, WebRun checks Juniper Square for K-1 delivery status, flags any LP who has not yet downloaded or acknowledged their document, and posts a chase list to Slack.
Automated Carbon Accounting Client Onboarding
When a new client signs a sustainability engagement, WebRun sets up their Persefoni workspace, creates a shared Google Sheets data collection template, and drafts a welcome email with next steps so your team can onboard clients in minutes instead of days.
Carta Automated Option Exercise Window Reminders
When an employee leaves, WebRun finds their unexercised options in Carta, calculates the exercise deadline, drafts a reminder email for your review, and logs the expiry in a tracking sheet.
Automated Offer-in-Compromise Status Tracking
WebRun checks all pending OIC cases in Canopy, records IRS processing milestones, and posts a status update to your team's Slack channel each week.
Automated Chargebee Overdue Payment Chaser
Every Monday, WebRun finds overdue invoices in Chargebee, checks how many days each has been outstanding, and drafts a tiered chase email in Gmail for each customer based on the number of days overdue.
Automated TPA New Plan Client Onboarding
When a new plan sponsor is added in PensionPro, WebRun sets up the plan record in ftwilliam.com, creates an onboarding task list, and sends the client a welcome email draft so your team can personalize and dispatch it.
Automated Merchant Overdue Fee Collection Chaser
Every week, WebRun opens IRIS CRM, finds merchants with overdue account fees or statement charges, drafts a polite collection email for each, and posts a chase list to your billing Slack channel.
Automated Juniper Square Investor Onboarding
When a new LP subscription closes in Juniper Square, WebRun creates their investor portal account, triggers the subscription document workflow in DocuSign, and sends the GP team a Slack notification with the investor's details.
Automated GHG Reporting Period Rollover Checklist
When your annual GHG reporting period closes, WebRun checks Persefoni for any open items from the prior period, drafts a period-close summary for your records, and posts a rollover checklist to Slack so your team can open the new period with confidence.
Carta Automated Cap Table Anomaly Detection
Every night, WebRun audits your Carta cap table for anomalies like duplicate stakeholders, missing vesting schedules, grants without board consent records, or ownership percentages that do not sum correctly, and posts a flagged report to your legal Slack channel.
Automated Tax Resolution Client Onboarding
When a new resolution case is opened in Canopy, WebRun creates the intake checklist, sends a welcome email draft to the client, and schedules the kickoff call in Google Calendar.
Automated Chargebee New Subscriber Onboarding
When a new subscription is activated in Chargebee, WebRun logs the customer in a Google Sheet, creates a kickoff task in your team calendar, and drafts a welcome email in Gmail ready for your team to personalize and send.
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