Finance & Accounting
Finance & Accounting automation templates, page 7
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 Google Pay Subscription Alerts
Every Monday, WebRun reviews your Google Pay activity and recurring payments, posts the week's spending to Slack, and alerts you on Telegram about renewals and odd charges.
Automated GoCardless Mandate Checks
Every Monday, WebRun reviews your GoCardless mandates for cancelled and pending ones, marks the affected billing dates in Google Calendar, and briefs finance in Microsoft Teams.
Automated Harvest Timesheet Chasing
Every Friday afternoon, WebRun checks Harvest for team members with missing hours this week, sends you the chase list on WhatsApp, and posts the totals to your team Telegram group.
Automated FreshBooks Unbilled Time Reports
Every Friday, WebRun sweeps FreshBooks for billable time and expenses that were never invoiced, posts the totals per client to Microsoft Teams, and pings you on Telegram with the money at risk.
Automated FreeAgent Bank Reconciliation Chasing
Every Friday, WebRun lists the bank transactions still unexplained in FreeAgent, books a bookkeeping slot on Google Calendar, and sends the chase list to WhatsApp.
Automated Fortnox Overdue Invoice Reporting
Every Monday, WebRun pulls your overdue Fortnox customer invoices into a Google Sheets aging report and sends you the top debtors on Telegram.
Automated Flutterwave Dispute Deadline Tracking
Every morning, WebRun lists your open Flutterwave chargebacks and refund requests, works out how long is left to respond, tracks each in Airtable, and posts the deadline list to Microsoft Teams.
Automated Expensify Approval Chasing
Every morning, WebRun finds Expensify reports stuck waiting on an approver, posts the queue to Microsoft Teams, and nudges each approver in Slack with what they are holding.
Automated Equifax Credit File Change Alerts
Every morning, WebRun checks your Equifax file for new inquiries, accounts or alerts, messages you on Telegram the moment one appears, and logs it in Teams.
Automated e-conomic Voucher Backlog Alerts
Every morning, WebRun checks e-conomic for vouchers still waiting to be booked or approved, posts the clear-down list to Slack, and escalates anything ageing to Teams.
Automated Discover Payment Due Reminders
Every week, WebRun signs in to your Discover portal, reads the statement balance, minimum payment and due date, logs them in Airtable, and puts a reminder on your calendar before the deadline.
Automated Dext Unpublished Item Chase
Every Monday, WebRun finds Dext items still sitting unpublished or missing a supplier or category, and sends the blocked list to WhatsApp and Telegram so the bookkeeper can clear it.
Automated DBS Transaction Review Alerts
Every morning, WebRun reads yesterday's DBS Bank account activity, flags transactions above your threshold or from an unfamiliar counterparty, opens a Trello card to verify each, and queues a Twilio alert to the finance lead.
Automated Deutsche Bank Balance Monitoring
Every morning, WebRun reads your Deutsche Bank account balances and yesterday's cleared items, posts the position to Microsoft Teams, and alerts you on Telegram if a balance or a debit crosses your limit.
Automated Credit Karma Report Change Alerts
Every morning, WebRun opens Credit Karma, compares your report against yesterday, texts you through Twilio when something new appears, and drafts a full summary email in Gmail for your records.
Automated Coupa Approval Backlog Reports
Every morning, WebRun lists the Coupa requisitions and invoices waiting too long for approval, books you a clearing slot in Google Calendar, and queues an SMS to slow approvers.
Automated Concur Expense Policy Review
Every morning, WebRun reviews the SAP Concur reports waiting for your approval, lists the ones carrying policy exceptions or missing receipts, drafts a Gmail query to each submitter, and WhatsApps you the summary.
Automated Concur Approval Queue Digest
Every morning, WebRun reads the SAP Concur approval queue, posts an aged list of waiting reports to Slack, and pings Telegram when something has sat too long.
Automated CommBank Low Balance Alerts
Every morning, WebRun reads your Commonwealth Bank balances and upcoming scheduled payments, posts a Telegram alert when an account is heading for a shortfall, and queues a text to your bookkeeper.
Automated Citi Unusual Charge Alerts
Every morning, WebRun reads yesterday's Citi transactions, logs them in Airtable, and alerts you on Telegram about anything unusually large or from a new merchant.
Automated CIBC Daily Cash Position
Every morning, WebRun reads your CIBC account balances and yesterday's cleared transactions, posts a short cash position to Slack, and drops the same digest into Microsoft Teams for your finance channel.
Automated Chime Subscription Audits
Every month, WebRun reads your Chime transactions, picks out the recurring charges, flags the ones that went up, drafts a cancellation email for the ones you pick, and messages you the list.
Automated Checkout.com Payout Reconciliation
Every morning, WebRun reads yesterday's Checkout.com settlements, writes the breakdown into Google Sheets, and posts a short reconciliation summary to Telegram.
Automated Chase Transaction Logging
Every morning, WebRun reads yesterday's Chase transactions, writes each one into your Airtable ledger with a suggested category, and posts anything large or unrecognised to Microsoft Teams for review.
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