Finanzas y contabilidad
Finanzas y contabilidad: plantillas de automatización, página 11
1 070 flujos de trabajo listos para usar en Finanzas y contabilidad. Cada uno se encarga de un trabajo real que tu equipo hace cada semana, directamente en las herramientas que ya usas. Las apps que más aparecen aquí: Slack, Google Sheets y Gmail.
Automated UOB Weekly Cash Summary
Every Monday, WebRun exports your UOB business transactions to Google Sheets and posts a short cash summary to Notion for your leadership team.
Automated UBS Portfolio Value Export
Every Monday, WebRun checks your UBS portfolio value and holdings, exports a summary row to Google Sheets, and emails you the week's snapshot.
Automated Ualá Daily Transaction Export
Every night, WebRun lists the day's Ualá Bis merchant transactions, saves them as a spreadsheet in Google Drive, and texts you when one is unusually large.
Automated Trustly Payment Reconciliation
Every morning, WebRun matches yesterday's Trustly payments to your orders, schedules a recheck for anything still pending, and posts the reconciliation summary to Microsoft Teams.
Automated Truist Daily Balance Digest
Every morning, WebRun checks your Truist business account, summarizes the balance and new transactions, flags anything unusual onto a Trello card, and posts the digest to Microsoft Teams.
Automated TrueLayer Failed Payment Alerts
Every hour, WebRun checks TrueLayer for bank payments that failed, expired, or got stuck, posts the list to Telegram, and texts your team when a high-value payment needs attention.
Automated TransUnion Credit Report Change Alerts
Every morning, WebRun checks your TransUnion credit report for score changes, new accounts, and new inquiries, logs each change to Airtable, and emails you an alert.
Automated Toss Weekly Spending Scorecard
Every Monday, WebRun checks your Toss spending and budget for the past week, posts a scorecard to Slack, and sends you a copy on Telegram.
Automated Silicon Valley Bank Covenant Alerts
WebRun checks your Silicon Valley Bank account for balance movements against your loan covenant thresholds, posts an alert to Slack, and pings the CFO on Telegram for a breach.
Automated Starling Bank Spending Alerts
Every night, WebRun checks your Starling Bank spending by category against the monthly limits you set, adds a review reminder to Google Calendar, and messages you on WhatsApp when one runs over.
Automated SoFi Account Balance Digest
Every morning, WebRun checks your SoFi checking, savings, and investment balances, archives a snapshot to Google Drive, and posts a short digest to Slack.
Automated Société Générale Wire Approval Handoff
WebRun checks Société Générale for wires needing a second approval, logs the queue to Google Sheets, and emails the treasury teammate a handoff summary.
Automated Skrill Card Expiry Reminders
WebRun checks Skrill for prepaid card and verification document expiry dates, logs upcoming expirations to Airtable, and emails you a reminder.
Automated Shop Pay Order and Installment Scorecard
Every Monday, WebRun checks the Shop app for open orders and upcoming Shop Pay Installments payments, logs a scorecard card to Trello, and texts you the summary on WhatsApp.
Automated Sezzle Overdue Installment Tracking
WebRun checks Sezzle for installment plans with a missed or overdue payment, messages you on WhatsApp, and schedules a review on Google Calendar.
Automated Sendwave Recipient Setup Tracking
WebRun checks Sendwave for a new recipient's verification status, saves the verification documents to Google Drive, and posts setup progress to Slack.
Automated Scalapay Settlement Reconciliation
Every morning, WebRun checks Scalapay for the latest settlement report, matches it against your order records in Airtable, and logs any mismatch to Notion.
Automated SBI Fixed Deposit Maturity Reminders
Every morning, WebRun checks your State Bank of India fixed deposits for upcoming maturity dates, creates a Trello card to decide renew or withdraw, and messages you on WhatsApp.
Automated Ria Money Transfer Delay Alerts
WebRun checks Ria Money Transfer for transfers not yet confirmed as delivered, logs the delay to Google Sheets, and posts an alert page to Notion.
Automated Regions Bank Balance Digest
Every night, WebRun checks your Regions Bank business account, saves a statement export to Google Drive, and texts you the balance and day's totals.
Automated Recurly Dunning Handoff
WebRun checks Recurly for subscriptions stuck in dunning after a failed renewal, schedules a follow up on Google Calendar, and hands off the list to your billing Teams channel.
Automated Rapyd Compliance Expiry Reminders
WebRun checks Rapyd for compliance and KYC documents nearing expiry, creates a Trello renewal card for each one, and posts a reminder to Microsoft Teams.
Automated Qonto Transaction Alerts
WebRun watches your Qonto business account for transactions over a threshold, posts them to Telegram, and texts you on Twilio for the largest ones.
Automated Prosper Loan Scorecard
Every Monday, WebRun checks your Prosper loan balance, rate, and payment status, logs the figures to Google Sheets, and emails you the weekly scorecard.
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