Finance & Accounting
Finance & Accounting automation templates, page 8
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 Cash App Refund and Dispute Alerts
Every few hours, WebRun reads your Cash App for Business activity, picks out refunds and disputed payments, posts them to Slack, and texts you through Twilio when one is large.
Automated Capital One Due Date Reminders
Every week, WebRun checks the balance and due date on each Capital One account, puts the due dates on your Google Calendar, and posts a heads-up to Microsoft Teams.
Automated Business Central Reorder Alerts
Every morning, WebRun checks Business Central for items dropping below their reorder point, posts the reorder list to Microsoft Teams, and pings you on WhatsApp about anything critical.
Automated Brex Receipt Collection
Every morning, WebRun finds Brex card transactions still missing a receipt, queues a text to each cardholder in Twilio for your approval, and blocks close time in Google Calendar when the pile gets big.
Automated Bradesco Payment Due Reminders
Every morning, WebRun signs into Bradesco internet banking, lists the payments and boletos due in the next seven days, books each due date in Google Calendar, and sends you a WhatsApp summary.
Automated BNP Paribas Cash Position Report
Every Monday, WebRun reads your BNP Paribas account balances and the week's movements, builds a cash position sheet, and sends you the headline figures on Telegram.
Automated BMO Subscription Review
Once a month, WebRun reads your BMO account and card activity, picks out every repeating charge, and posts a review list to Slack and Microsoft Teams so someone decides to keep or cancel each one.
Automated Bluevine Transaction Alerts
WebRun checks your Bluevine account activity through the day, flags any transaction over your threshold or from an unfamiliar payee, and pings you on WhatsApp with the details.
Automated Billdu Overdue Invoice Chasing
Every Monday, WebRun finds overdue invoices in Billdu, opens a Trello card for each debtor, and queues a polite reminder text in Twilio for you to approve.
Automated Bench Monthly Financial Summaries
Every Monday, WebRun checks Bench for newly published monthly statements, posts the headline numbers to Slack, and files the same summary in your Microsoft Teams finance channel.
Automated Barclays Cash Position Reports
Every morning, WebRun reads your Barclays balances and the payments due in the next few days, posts the cash position to Microsoft Teams, and warns on Telegram when an account runs thin.
Automated Bank of America Reconciliation
Every morning, WebRun reads your Bank of America account activity, logs each transaction in Airtable against your expected payments, and pings Telegram about anything unrecognised.
Automated Axonaut Quote Follow-Up Lists
Every morning, WebRun finds Axonaut quotes sent but not accepted, builds a follow-up list in Airtable with a suggested message, and pings you on Telegram about the ones going cold.
Automated AutoEntry Credit Balance Alerts
Every morning, WebRun checks your AutoEntry credit balance and usage pace, posts the numbers to Slack, and texts the practice owner before the credits run dry.
Automated ANZ Daily Cash Position Reports
Every morning, WebRun reads your ANZ account balances and the payments scheduled this week, posts the cash position to Slack, and warns your leadership channel in Microsoft Teams if a buffer is at risk.
Automated Amex Recurring Charge Reviews
Every Monday, WebRun reviews recurring charges on your American Express account, sends you the list on WhatsApp, and drafts a Gmail query for any merchant whose price went up.
Automated Amazon Pay Payout Reconciliation
Every Monday, WebRun pulls last week's Amazon Pay transactions and payouts, reconciles them in a Google Sheet, and emails you anything that does not tie out.
Amazon Pay›
Automated Alipay Settlement Reconciliation
Every morning, WebRun reads your Alipay transaction and settlement totals for yesterday, posts the reconciliation to Slack, and messages you on Telegram when the numbers do not line up.
Automated Akaunting Bill Due Reports
Every Monday, WebRun reads the bills due in Akaunting, posts a payment run list to Slack, and sends a Telegram alert for anything due in the next two days or already late.
Automated Airwallex Payout Funding Checks
Every weekday morning, WebRun reads your Airwallex balances and upcoming payouts, posts a funding check to Microsoft Teams, and puts each payout run on your Google Calendar.
Automated Airbase Receipt Collection
Every Wednesday, WebRun finds Airbase transactions with no receipt attached, drafts a polite Gmail nudge per spender for you to approve, and posts the outstanding list to your finance WhatsApp group.
Automated Afterpay Refund and Dispute Alerts
Every morning, WebRun reviews new Afterpay refunds and disputes, posts them to Slack with the deadline for each, and queues a Twilio text when a response window is closing.
Automated Affirm Payout Reconciliation
Every morning, WebRun reads yesterday's Affirm settlements, refunds, and fees, posts the reconciliation to Microsoft Teams, and pings Telegram when a payout does not match.
Automated Adyen Chargeback Tracking
Every morning, WebRun checks Adyen for new disputes and chargebacks, logs each one in Airtable with its defence deadline, and puts that deadline on your Google Calendar.
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