Finance & Accounting
Finance & Accounting automation templates, page 5
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 BNP Paribas Direct Debit Alerts
Every morning, WebRun reads your BNP Paribas balances and the debits due in the next few days, logs them in Airtable, and warns you in Slack while there is still time to move money.
Automated BMO Transaction Export
Every Monday, WebRun opens BMO, reads last week's transactions on every account, appends them to Airtable, and posts a short reconciliation note in Notion.
Automated Bluevine Payment Cover Check
Every Monday, WebRun totals the payments already scheduled to leave your Bluevine account, compares them to the available balance, and tells you if the week is short.
Automated Billdu Estimate to Invoice Conversion
Every Monday, WebRun finds Billdu estimates a client accepted with no invoice raised, drafts each invoice for your review, logs the value in Airtable, and posts the list to Microsoft Teams.
Automated Bench Bookkeeper Question Chasing
Every morning, WebRun reads your Bench messages, pulls out the bookkeeper questions nobody answered, and cards each one in Trello with the transaction.
Automated Barclays Recurring Payment Review
Every Monday, WebRun reads the direct debits and standing orders on your Barclays accounts and lists each one with its payee, amount, and last date taken.
Automated Bank Statement Archiving
Every Monday, WebRun checks your Bank of America accounts for newly published statements, files each one under your naming convention, sends the archive log to WhatsApp, and texts you when a statement is overdue.
Automated Axonaut Missing Receipt Chasing
Every Monday, WebRun finds the Axonaut expenses with no receipt attached, posts the list by person to Microsoft Teams, and drafts a Gmail chaser for each one who owes documents.
Automated Supplier Statement Reconciliation
Every Monday, WebRun compares supplier statements against the bills captured in AutoEntry, drafts a query email per supplier in Gmail, and raises a Trello card for each gap.
Automated ANZ Scheduled Payment Checks
Every Monday, WebRun lists the scheduled payments and direct debits leaving your ANZ account this week, records the plan in Notion, and messages you the cover position on Telegram.
Automated Amex Offer and Credit Tracking
Every Monday, WebRun reviews your American Express account for offers not yet added and statement credits still unused, raises a Trello card per deadline, and posts the list to Slack.
Automated Amazon Pay Dispute Deadlines
Every morning, WebRun reads your open Amazon Pay disputes, works out how long is left to respond to each, and gets the evidence ready before the window closes.
Amazon Pay›
Automated Alipay Auto Debit Review
Every Monday, WebRun lists every Alipay auto debit agreement with the merchant behind it and what it charged last month, in Google Sheets and Notion.
Automated Akaunting Receivables Aging
Every Monday, WebRun ages your unpaid Akaunting invoices by days late, files the aged receivables sheet in Google Drive, and sends the biggest balances to WhatsApp.
Automated Airwallex Missing Receipt Chasing
Every Monday, WebRun finds the Airwallex card transactions posted with no receipt, groups them by cardholder in Notion, and drafts a Gmail reminder for each employee.
Automated Airbase Subscription Renewal Watch
Every Monday, WebRun reads your Airbase subscriptions, lists the ones renewing in the next 60 days with the amount and the owner, tracks each decision in Airtable, and posts the week's renewals to Notion.
Automated Afterpay Weekly Order Scorecard
Every Monday, WebRun reads last week's Afterpay orders, value, and refunds, compares them to the weeks before, pings Telegram, and puts the actions on a Trello board.
Automated Affirm Dispute Deadline Tracking
Every morning, WebRun checks your open Affirm disputes, works out how many days are left to respond to each, and lists the order documents to attach.
Automated Adyen Payment Refusal Monitoring
Every hour, WebRun reads the payments Adyen refused, groups them by reason and payment method, and posts Teams the moment the refusal rate leaves its normal band.
Automated 17hats Unsigned Contract Chasing
Every morning, WebRun finds the 17hats quotes and contracts still unsigned, tracks each one in Notion, and drafts a polite Gmail nudge for you to approve and send.
Automated Zoho Invoice Overdue Reminders
Every Monday, WebRun lists overdue Zoho Invoice bills, files each PDF in Google Drive, and queues a short Twilio text per customer for you to approve before it sends.
Automated Zoho Expense Approval Chasing
Every Monday, WebRun finds Zoho Expense reports stuck waiting on approval or never submitted, posts the chase list to Microsoft Teams, and opens a Trello card for each one.
Automated Zoho Books Bank Reconciliation
Every morning, WebRun reviews unreconciled transactions in Zoho Books, checks each against open invoices and bills, and tells you which ones still need a decision.
Automated Wave Transaction Cleanup
Every Friday, WebRun finds the Wave transactions still uncategorized or missing a receipt, writes the tidy-up list into Notion, and opens a Trello card for each one you need to sort.
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