Finance & Accounting
Finance & Accounting automation templates, page 38
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 Climate Disclosure Deadline Tracking
WebRun monitors your CSRD, CDP, and SEC disclosure deadlines in Google Calendar, checks your Persefoni submission status, and sends your team a Slack alert when a deadline is approaching and data is still incomplete.
Carta Automated Equity Compliance Deadline Tracking
WebRun scans your Carta equity plan for upcoming compliance deadlines (option expiries, ROFR windows, information rights milestones) and posts a weekly digest to your legal Slack channel so nothing slips through.
Automated Tax Resolution Delinquency Risk Worklist
WebRun reviews all active resolution cases in Canopy each week, scores each client's risk of IRS collection escalation, and delivers a ranked worklist to your team via Slack.
Automated Chargebee Failed Payment Dunning Drafts
When a payment fails in Chargebee, WebRun finds the customer, checks the subscription status, and drafts a personalized recovery email in Gmail for your team to review before sending.
Automated Retirement Plan Data Entry From Sponsor Emails
When a plan sponsor emails census data, contribution rates, or plan change requests, WebRun reads the email, extracts the key figures, and stages them as a draft update in ftwilliam.com for a staff member to confirm before posting.
Automated Data Entry from Processor Emails to IRIS CRM
When a processor sends a transaction report, chargeback notice, or approval email, WebRun reads the key data from Gmail and creates or updates the matching merchant record in IRIS CRM, eliminating manual copy-paste.
Automated LP Email Logging to Juniper Square
WebRun reads incoming LP emails in Gmail, extracts the request type, LP name, and fund, and creates a tracked inquiry record in Juniper Square so nothing falls through the cracks.
Automated Supplier Emissions Data Risk Worklist
Every week, WebRun scans Persefoni for suppliers who have not submitted activity data and are within two weeks of the collection deadline, scores each by risk level, and posts a prioritized worklist to Slack so your team knows exactly who to chase first.
Carta Automated Board Consent Chaser
WebRun checks Carta for equity actions that require but lack a signed board consent, identifies the outstanding signatories, and sends Slack reminders until every consent is collected.
Automated IRS Correspondence Data Entry to Canopy
WebRun reads incoming IRS correspondence forwarded to a shared Gmail inbox, extracts the key case details, and updates the matching Canopy case record so your team never loses track of an IRS communication.
Automated Chargebee Delinquency Risk Worklist
Every Monday, WebRun reviews all past-due accounts in Chargebee, scores each by days overdue and MRR value, and delivers a prioritized worklist to your billing team in Google Sheets.
Automated 401k Compliance Testing Deadline Tracker
WebRun reads your ftwilliam.com compliance queue each morning, spots plans where ADP, ACP, or top-heavy testing is due within 45 days, and sends your team a Telegram message with a ranked list of what needs attention.
IRIS CRM Automated Chargeback Alert Worklist
Every morning, WebRun checks IRIS CRM for new chargebacks and retrievals, scores each by risk and days remaining to respond, and posts a prioritized worklist to Slack so your disputes team never misses a deadline.
Automated Fund Compliance Deadline Tracker
Every Monday, WebRun reviews upcoming compliance deadlines for your funds in Juniper Square, flags any due within 30 days, and posts a prioritized action list to the IR team in Slack.
Automated ESG Covenant Condition Tracking
Every week, WebRun checks your current emissions and ESG metrics in Persefoni against the covenant conditions in your green loan or sustainability-linked bond agreements, and posts a status report to Slack so your finance team knows at a glance if you are on track for each condition.
Carta Automated Equity Plan Amendment Approval Routing
When a proposed equity plan amendment is prepared in Carta, WebRun identifies the required reviewers, drafts approval request emails, and sends a Slack coordination message to the legal lead so the amendment cycle completes on time.
Automated Tax Resolution Compliance Deadline Tracking
WebRun scans all active cases in Canopy for upcoming compliance deadlines, cross-references them with your Google Calendar, and posts a weekly countdown to Slack so nothing catches you off guard.
Automated Vendor Invoice Data Entry from Email
When a vendor invoice arrives by email, WebRun reads the key details, cross-checks them against your Chargebee subscriptions, and creates a draft QuickBooks bill entry for your accountant to review.
Automated Retirement Plan Census Data Collection Chaser
WebRun finds plans in ftwilliam.com whose census submission is overdue, drafts a polite follow-up email for each sponsor, and queues every message for your review before anything is sent.
IRIS CRM Automated Application Approval Routing
When a merchant application in IRIS CRM moves to Pending Approval, WebRun reads the risk tier and deal size, identifies the right approver, and sends them a Slack or email summary with all the details they need to decide.
Automated Juniper Square Capital Call Notices
WebRun reads your upcoming capital call in Juniper Square, drafts a personalized notice for every LP with the correct amount and wire instructions, and queues each one for your review before sending.
Automated Emissions Report Approval Routing
When a new emissions report is ready in Persefoni, WebRun checks the report type, drafts a sign-off request email to the right approver via Gmail, and posts a Slack reminder so nothing sits waiting for a signature past your disclosure deadline.
Carta Automated 83(b) Election Deadline Tracking
When a new restricted stock grant is issued in Carta, WebRun calculates the 30-day 83(b) election deadline, creates a Google Calendar event, and drafts an alert email for your legal team to review and forward to the new stockholder.
Automated Tax Resolution Approval Routing
When a case manager completes a resolution proposal in Canopy, WebRun drafts the approval request, attaches the case summary, and routes it to the correct reviewing partner via Slack.
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