Finance & Accounting
Finance & Accounting automation templates, page 6
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 Visma Bank Reconciliation Review
Every morning, WebRun finds bank lines in Visma eAccounting with no matching invoice or receipt, logs them in Airtable, and posts the day's reconciliation queue to Microsoft Teams.
Automated Tipalti Payment Reconciliation
The morning after each payment run, WebRun checks Tipalti for failed and returned supplier payments, sends finance the exceptions on Telegram, and posts the run summary to Microsoft Teams.
Automated Spendesk Missing Receipt Tracking
Every morning, WebRun finds Spendesk payments still missing a receipt or a category, logs each one against its owner in Airtable, and books close time when the backlog gets big.
Automated Soldo Receipt Chasing
Every morning, WebRun finds Soldo card spend with no receipt attached, nudges each cardholder in Slack, and sends you a Telegram summary of what is still outstanding.
Automated Sage Supplier Payment Runs
Every Monday, WebRun lists the Sage bills falling due this week, blocks a payment run in Google Calendar, and posts the approval list to Microsoft Teams. It never pays anyone.
Automated Rydoo Receipt Chasing
Every week, WebRun opens Rydoo, finds expenses with no receipt attached or still unsubmitted, logs them in Airtable, and posts each person their own short chase list in Microsoft Teams.
Automated Quicken Transaction Cleanup Alerts
Every morning, WebRun opens Quicken, finds transactions still waiting to be categorized, sends you the list on WhatsApp, and posts the running backlog to your bookkeeping channel on Telegram.
Automated QuickBooks Transaction Review
Every Monday, WebRun finds transactions sitting uncategorized in QuickBooks, lists them in a Google Sheet, and emails you the ones it cannot classify on its own.
Automated Pleo Missing Receipt Chasing
Every morning, WebRun finds Pleo card spend with no receipt attached, drafts a polite nudge to each cardholder in Gmail, and posts the outstanding list to your finance WhatsApp group.
Automated Plaid Connection Health Checks
Every morning, WebRun checks your Plaid dashboard for items in an error state, files the report in Google Drive, and queues a Twilio re-link text for your approval.
Automated Pilot Bookkeeping Request Chase
Every Monday, WebRun opens Pilot, collects every open question and document request waiting on you, logs them in Notion, and creates a Trello card for whoever owns each answer.
Automated Pennylane Receivables Digest
Every Monday, WebRun opens Pennylane, lists every unpaid customer invoice by age, logs it in Airtable, and sends you a short Telegram digest of who to chase first.
Automated PayPal Dispute Deadline Alerts
Every morning, WebRun reads your open PayPal disputes and claims, posts the queue with response deadlines to Microsoft Teams, and opens a Trello card for each case.
Automated Payhawk Receipt Chasing
Every morning, WebRun finds Payhawk card transactions with no receipt, books a reminder in Google Calendar for each spender, and posts the chase list to Telegram.
Automated MYOB Overdue Invoice Chasing
Every Monday, WebRun pulls your overdue MYOB invoices, queues a polite SMS reminder in Twilio for you to approve, and posts the chase list to Slack.
Automated Melio Vendor Payment Recaps
Every Monday, WebRun reviews the payments that went out through Melio last week, sends you a WhatsApp recap by vendor, and Telegrams you about any payment that failed or is still in transit.
Automated Itau Daily Cash Position Brief
Every morning, WebRun reads your Itaú balances and the payments scheduled for today, posts the cash brief to Microsoft Teams, and pings you on Telegram when the balance sits under your buffer.
Automated Sage Intacct AP Approval Chasing
Every morning, WebRun opens Sage Intacct, finds bills sitting unapproved or falling due this week, creates a Trello card per approver, and texts the controller when a payment run is at risk.
Automated ING Unusual Payment Alerts
Every morning, WebRun reads yesterday's ING transactions, flags anything large, new or unrecognised, opens a Trello card to check it, and texts you about the big ones.
Automated ICICI Bank Transaction Logging
Every morning, WebRun reads yesterday's ICICI Bank account activity, logs each transaction into Airtable with a category, and posts the balance and any unusual debits to Telegram.
Automated HSBC Daily Cash Position
Every morning, WebRun signs in to HSBC, reads each account balance and the payments due in the next few days, posts the cash position to Slack, and texts you when a balance falls below your floor.
Automated Holded Payables Run Brief
Every Monday, WebRun lists the Holded bills due in the next seven days, builds the payment run brief in Notion, and posts the totals to Microsoft Teams.
Automated Bonsai Overdue Invoice Chasing
Every Monday, WebRun finds overdue Bonsai invoices, drafts a polite reminder for each client for you to approve, and posts the outstanding total to Slack with a Telegram ping on the worst ones.
Automated HDFC Bank Transaction Monitoring
Every morning, WebRun reads yesterday's HDFC Bank transactions, posts the account picture to Slack, and pings Telegram when a debit is larger than your limit or looks unfamiliar.
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