Finance & Accounting
Finance & Accounting automation templates, page 9
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 17hats Overdue Invoice Chasing
Every Monday, WebRun opens 17hats, finds invoices past their due date, drafts a polite reminder for each, books your follow-up time in Google Calendar, and posts the chase list to Microsoft Teams.
Automated Unit Daily Ledger Digests
Every morning, WebRun checks your Unit dashboard for account balances and yesterday's transactions across your program, logs a daily close event on Google Calendar, and messages your ops team on WhatsApp.
Automated TransferGo Pending Transfer Chasing
Every morning, WebRun finds TransferGo transfers still pending past the normal processing time, logs each in Airtable, and emails your ops team a digest to follow up.
Automated TorFX Weekly Transfer Scorecards
Every Monday, WebRun pulls last week's TorFX transfers and the exchange rate achieved on each, archives the report to Google Drive, and posts a scorecard to Slack.
Automated Tink Connection Health Scorecards
Every Monday, WebRun checks your Tink dashboard for connected bank account status, posts a health scorecard to Slack, and pings Telegram if a connection has failed.
Automated Tide Employee Card Onboarding
Every morning, WebRun checks Tide for new team member card requests, tracks the remaining setup steps on a Trello checklist, and messages the requester on WhatsApp once it's ready.
Automated Thunes Failed Payout Handoffs
Every hour, WebRun checks your Thunes payout dashboard for failed or delayed cross border payouts, schedules a follow-up on Google Calendar, and messages your ops team on WhatsApp.
Automated Teampay Approval Chasing
Every morning, WebRun finds Teampay purchase requests still waiting on approval, logs the aging ones in Airtable, and creates a follow-up task for the approver in Notion.
Automated TD Bank Transaction Reconciliation
Every morning, WebRun matches your TD Bank business transactions against your bookkeeping records, archives the statement to Google Drive, and posts any mismatch to Slack.
Automated Tamara Refund and Dispute Alerts
Every few hours, WebRun checks your Tamara merchant portal for new refund and dispute requests, logs each in Airtable, and creates a review task in Notion.
Automated Tabby Merchant Settlement Exports
Every morning, WebRun pulls your latest Tabby merchant settlement report, exports it to Google Sheets, and logs any flagged order as a note in Notion.
Automated Synchrony Bank Dispute Handoffs
WebRun flags unusual or disputed looking charges on your Synchrony Bank account, archives the statement to Google Drive, and texts the teammate who should review it.
Automated Sunbit Location Onboarding Tracking
Every morning, WebRun checks a new Sunbit partner location's activation status, logs the remaining setup steps in Google Sheets, and creates a setup task in Notion.
Automated SumUp Payout Schedule Reminders
Every morning, WebRun checks your SumUp account for upcoming payout dates, adds each one to Google Calendar, and posts a reminder to Microsoft Teams before it lands.
Automated Stone Merchant Onboarding Tracking
Every morning, WebRun checks a new Stone merchant account for outstanding onboarding steps, tracks them on a Trello checklist, and posts a status update to Microsoft Teams.
Automated Standard Chartered Weekly Scorecards
Every Monday, WebRun pulls your Standard Chartered balances and spend by category, posts a scorecard to Telegram, and texts you through Twilio if any balance looks critical.
Automated Splitwise Balance Chasing
Every Monday, WebRun finds Splitwise balances that have gone unsettled for over two weeks, exports the list to Google Sheets, and drafts a friendly nudge in Gmail for you to send.
Automated Splitit Failed Installment Alerts
Every morning, WebRun checks your Splitit merchant dashboard for failed installment charges, archives the report to Google Drive, and texts your billing team through Twilio.
Automated Routable Vendor Payment Reminders
Every morning, WebRun checks Routable for vendor payments awaiting approval, adds the due date to Google Calendar, and reminds the approver in Microsoft Teams before it's late.
Automated Relay Team Spend Reconciliation
Every Monday, WebRun pulls last week's Relay card spend by team member, checks it against each budget on a Trello board, and posts a reconciliation summary to Microsoft Teams.
Automated PenFed Account Balance Digests
Every morning, WebRun checks your PenFed Credit Union balances and yesterday's transactions, posts a digest to Telegram, and texts you through Twilio if a balance runs low.
Automated PayTabs Settlement Exports
Every morning, WebRun pulls yesterday's PayTabs settlement report, exports it to Google Sheets, and emails you a confirmation once the ledger is updated.
Automated Interswitch Failed Transaction Alerts
Every hour, WebRun checks your Interswitch merchant dashboard for failed and declined transactions, logs each one in Airtable, and emails your ops team a summary.
Automated Huntington Bank Balance Digests
Every morning, WebRun checks your Huntington Bank balances and yesterday's transactions, posts a digest to Slack, and pings Telegram if a balance drops below your threshold.
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