Finance & Accounting
Finance & Accounting automation templates, page 42
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 Bitwave Crypto Month-End Close Checklist
On the last business day of each month, WebRun opens Bitwave, works through your standard month-end close checklist (reconciliation, unclassified count, cost basis review, gain-loss lock), and posts a status report to Slack with every item checked off or flagged.
Automated Bitwave Missing Price Data Alerts
Every morning, WebRun opens Bitwave, checks for assets and transaction dates where price feeds returned no data, and sends a Telegram alert listing each gap so your team can supply manual prices before the reporting run.
Automated Bitwave Crypto Impairment Review Flags
Every week, WebRun opens Bitwave, compares the current market price of each digital asset you hold against its carrying cost, flags assets whose value has fallen below cost, and posts a prioritized impairment review list to Slack so your accounting team can assess write-down requirements before the reporting period ends.
Automated Bitwave Crypto Gain and Loss Report
Every Monday, WebRun opens Bitwave, pulls the realized gain and loss figures for the prior week across all wallets and assets, and writes a structured summary to Google Sheets so your finance team always has an up-to-date P and L view.
Automated Bitwave Exchange API Sync Failure Alerts
Every morning, WebRun checks every exchange API connection in Bitwave for sync errors or stale data, and sends a Telegram alert naming the affected exchange and the last successful sync time so your team can reconnect the feed before it creates a data gap in your books.
Automated Bitwave DeFi Position Review Queue
Every week, WebRun opens Bitwave, reads your open DeFi positions including liquidity pool deposits, staking rewards, and yield farming balances, and posts a structured review queue to Airtable so your accounting team can classify new activity and flag positions that need impairment review.
Automated Bitwave Cost Basis Exception Flags
Every week, WebRun opens Bitwave, scans your cost basis calculations for missing lots, zero-cost entries, and method inconsistencies, and posts a prioritized exception list to Slack so your team can resolve issues before the reporting period closes.
Automated Bitwave Audit Trail Completeness Check
Every week, WebRun opens Bitwave, checks that every transaction in the audit window has a classification, a source, and an immutable transaction ID, and posts a completeness report to Slack so your team can fill any gaps before the auditors arrive.
Automated Suralink Sampling Request Follow-Up
WebRun checks your Suralink request list each morning for items tied to sampling selections that are still unfulfilled, compiles the outstanding list, and drafts a follow-up note for your review before any client contact is made.
Automated Suralink Audit Rollforward Preparation
When an audit engagement closes in Suralink, WebRun reviews the prior-year PBC request list, identifies carryforward items, and generates a pre-populated rollforward checklist for the next cycle, saved in Google Sheets for your team to refine.
Automated Caseware Review Note Clearing Queue
Every morning, WebRun opens Caseware and collects every uncleared review note across active engagements, groups them by preparer, and posts a prioritized clearing queue to your team in Slack.
Automated Suralink PBC Request Chaser
WebRun scans your Suralink PBC list each morning, finds requests that are overdue or still open, and drafts a courteous follow-up message to each client contact for your review before sending.
Automated Suralink Overdue Request Worklist
WebRun pulls every overdue request from Suralink each morning, organizes them by engagement and aging bucket, and delivers a prioritized worklist to your team in Google Sheets so you know exactly where to focus.
Automated Suralink New Engagement Onboarding Kickoff
When a new engagement is created in Suralink, WebRun sets up the standard PBC request list, creates onboarding tasks in Airtable, and drafts the client welcome email for your team to review before sending.
Automated Suralink Engagement Status Digest
Every Monday, WebRun opens Suralink and summarizes the completion percentage, open request count, and recent client activity for every active engagement, then posts the digest to your team Slack channel.
Automated Suralink Document Completeness Check
WebRun reviews your Suralink request list and checks that every fulfilled item has an accepted document, not just an upload, then flags any request where the file was returned or where the upload looks incomplete.
Automated Suralink Engagement Deadline Tracker
WebRun checks your Suralink engagement deadlines each morning and sends your team a Slack alert for any deadline arriving in the next 7 days, so no fieldwork or filing date is missed.
Automated Suralink Confirmation Follow-Up Tracker
Every Monday, WebRun reviews your outstanding confirmation requests in Suralink, identifies those with no response, logs the aging in Google Sheets, and drafts a follow-up for your team to review and send.
Automated Suralink Client Portal Inactivity Flags
WebRun checks each active Suralink client portal every morning and flags any client who has not logged in or uploaded a document in the past 5 days, then posts a prioritized inactivity report to Slack.
Automated Audit Engagement Budget vs. Actual Report
Every Monday, WebRun compiles budgeted hours vs. hours logged for each active engagement and posts a variance report to your team in Google Sheets and Slack so managers can spot overruns early.
Automated Versapay Short Payment Investigation Queue
WebRun scans Versapay for payments received below the invoiced amount, logs each short payment in a Google Sheet investigation queue, and alerts your AR team in Slack to follow up.
Automated Versapay Promise-to-Pay Follow-Up
WebRun checks Versapay each morning for customers who promised to pay by a specific date but have not, drafts a firm follow-up for each, and flags them for your AR team to review.
Automated Versapay Overdue Invoice Worklist
WebRun opens Versapay, pulls every overdue invoice, ranks them by balance and aging bucket, and delivers a ready-to-work prioritised list to your AR team in Google Sheets.
Automated Versapay Monthly AR Aging Report
At month-end, WebRun opens Versapay, builds the full AR aging report by customer and bucket, writes it to Google Sheets, and delivers a Slack summary to finance leadership so the close pack is ready.
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