Finance & Accounting
Finance & Accounting automation templates, page 40
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.
FinQuery Automated Missing Lease Document Chaser
WebRun reviews your FinQuery portfolio for leases with incomplete document attachments, drafts a polite follow-up to the responsible contact for each gap, and queues every draft for your review before sending.
Automated FinQuery Lease Renewal Tracking
WebRun scans your FinQuery portfolio each week, flags leases whose renewal windows are approaching, and posts a prioritized deadline list to Slack so your team never misses a critical notice date.
FinQuery Automated ROU Asset Impairment Review Flags
WebRun scans your FinQuery portfolio each quarter for ROU assets that have experienced triggering events such as early termination notices, unused space, or significant lease modifications, and posts a prioritized impairment review flag list to Slack.
FinQuery Automated Lease Expense Variance Digest
WebRun pulls the current period lease expense totals from FinQuery, compares them to the prior period and budget, flags any significant variance, and sends your finance team a weekly digest in Slack.
Automated Embedded Lease Identification for ASC 842
WebRun scans newly uploaded vendor agreements and service contracts for embedded lease language, flags any that appear to contain a right-of-use element, and routes them to your lease accounting team in FinQuery for formal assessment.
FinQuery Automated ASC 842 Disclosure Prep Report
WebRun pulls the required quantitative and qualitative disclosure data from FinQuery each quarter, assembles a structured disclosure prep report in Google Sheets, and notifies your team so the external reporting package is ready ahead of the filing deadline.
FinQuery Automated Lease Critical Date Reminders
WebRun scans FinQuery each morning for upcoming lease critical dates including options, terminations, rent steps, and notice deadlines, and sends timely reminders to the right owner via Slack so no date slips through.
FinQuery Automated Lease Audit Evidence Packets
WebRun pulls the journal entries, amortization schedules, and disclosure reports from FinQuery for each selected lease, organizes them into a structured Google Sheet evidence packet, and queues a delivery email to your audit team for review before sending.
Automated Carta Quarterly Reporting Deadline Tracker
WebRun tracks your Carta fund's quarterly reporting deadlines, posts a countdown digest to Slack each Monday, and logs open deliverables to a Google Sheet so the fund admin team always knows what is due and when.
Automated Carta New Fund Setup Checklist
When you start a new fund, WebRun walks through every Carta setup task, logs completion status to a checklist in Notion, and posts a daily progress digest to Slack so the fund is fully configured before the first LP is onboarded.
Automated Carta NAV Package Prep Digest
WebRun checks Carta before every quarter-end, lists every item the fund admin team needs to finalize the NAV package, and posts a structured checklist to Slack so nothing is missed.
Automated Carta Subscription Document Chaser
WebRun checks Carta daily for LPs whose subscription documents are incomplete, logs each gap, and queues reminder drafts for your review so no close is held up by missing paperwork.
Automated Carta LP Onboarding KYC Tracker
WebRun checks Carta for new LPs whose KYC and onboarding steps are incomplete, logs each gap to Airtable, and posts a daily status digest to Slack so your compliance team always knows who is stuck and why.
Automated Carta K-1 Tax Document Delivery Tracker
WebRun checks Carta around tax season for which LPs have received their K-1 documents, logs the delivery status, and posts a daily digest to Slack so your fund admin team can confirm every LP has access before the filing deadline.
Automated Carta Quarterly Investor Statement Drafts
WebRun reads Carta's fund performance and LP account data each quarter, drafts a personalized investor statement for each LP, and queues every draft for your review before any LP receives communication.
Automated Carta Fund Expense Allocation Review
WebRun checks Carta for pending expense entries, compares each allocation against the fund's LPA-defined expense policy, flags any item that appears misallocated or out of policy, and posts a review queue to Slack before entries are finalized.
Automated Carta Drawdown Funding Follow-Up
WebRun checks Carta daily for any capital drawdown that has been called but not yet fully funded, logs each shortfall, and posts a follow-up digest to Slack so your team can resolve funding gaps before an investment is at risk.
Automated Carta LP Distribution Notice Drafts
When a distribution event is set up in Carta, WebRun drafts formal distribution notices for each LP, calculates their pro-rata proceeds, and queues the notices for your review before any LP receives communication.
Automated Carta Capital Call Reminders
WebRun monitors your Carta capital call notices, tracks which LPs have not yet funded, and drafts reminder messages for your review before any LP is contacted.
Automated Carta Cap Table Change Review Queue
WebRun monitors Carta for recent cap table changes such as new share issuances, transfers, or conversions, logs each change to a review queue, and alerts your team in Slack so nothing is approved without a second look.
Jirav Automated Revenue Pacing Report
Every Monday, WebRun reads actuals vs plan from Jirav and logs each business unit's pacing status to Airtable so your FP and A team has a live view of where revenue stands.
Jirav Automated Month-End Variance Report to Sheets
At month-end close, WebRun reads actuals and budget figures from Jirav, calculates the variance for each account or cost centre, and writes a clean tabulated report to Google Sheets so your FP and A team can review the close without manual exports.
Jirav Automated Model Refresh Reminders
WebRun checks Jirav financial models for stale last-updated timestamps, creates Google Calendar reminders for the finance team, and logs the refresh queue in Airtable so nothing falls through the cracks.
Jirav Automated KPI Dashboard Logging
WebRun pulls your key KPIs from Jirav on a set schedule, logs each metric into a Google Sheets dashboard, and keeps a running history so your finance team always has an up-to-date performance snapshot without manual data entry.
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