Finanzas y contabilidad
Finanzas y contabilidad: plantillas de automatización, página 37
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 Form 5500 Deadline Tracking
WebRun scans your ftwilliam.com 5500 filings each morning, spots plans with deadlines inside 30 days, and posts your team a prioritized Slack alert with each plan name, sponsor, and exact due date.
IRIS CRM Automated Merchant Onboarding Kickoff
When a new merchant lead is approved in IRIS CRM, WebRun drafts the welcome email, creates a DocuSign envelope for the MPA, and posts a kickoff checklist to Slack for your onboarding team.
Automated Juniper Square Exception and Anomaly Flags
Every morning, WebRun scans Juniper Square for anomalies such as unusually large transactions, duplicate entries, missing required fields, and ownership percentage errors, and posts a flagged exception list to the IR team.
Automated Persefoni Supplier Data Chaser
WebRun checks Persefoni for every supplier missing activity data, drafts a polite chaser email for each, and posts you a tracker in Google Sheets so nothing falls through the cracks.
Carta Automated Unsigned Equity Agreement Chaser
WebRun checks Carta for unsigned option or stock agreements, identifies which employees have not signed, and sends Slack reminders plus drafts a Twilio SMS for your approval so every agreement gets returned quickly.
Automated IRS Notice Deadline Tracking
WebRun reads every new IRS notice in Canopy, extracts the response deadline, and posts a prioritized worklist to Slack so no case slips through the cracks.
Automated Chargebee MRR Movement Digest
Every Monday, WebRun pulls MRR data from Chargebee, breaks down new, expansion, contraction, and churn movements, and posts a clean digest to Slack so your team starts the week with the full revenue picture.
Automated Retirement Plan Data Anomaly Flags
WebRun scans your plan portfolio in ftwilliam.com each night for data anomalies: contribution limits exceeded, participant counts out of range, or eligibility dates that look wrong, and posts a flagged exceptions report to Slack before your team starts the day.
Automated Merchant Attrition Alerts and Retention
Every week, WebRun scans IRIS CRM for merchants showing attrition signals like declining volume, dormancy, or support escalations, and posts a save-the-merchant worklist to Slack for your relationship team.
Automated LP KYC Document Collection Chaser
Every Monday, WebRun checks Juniper Square for LPs with incomplete KYC or AML document collections, identifies what is missing, and queues a personalized chase email for each LP for GP review before sending.
Automated Persefoni Emissions Anomaly Detection
Every night, WebRun checks Persefoni for emissions values that are unusually high or outside expected ranges, and sends your team a Telegram alert listing each anomaly with its category, magnitude, and likely data source so you can investigate before it reaches your auditor.
Carta Automated Equity Delinquency Risk Worklist
Every week, WebRun checks Carta for holders with overdue early-exercise payments or outstanding promissory note balances, scores each by risk level, and posts a prioritised worklist to your finance Slack channel.
Automated Installment Agreement Status Digest
WebRun reviews all active installment agreement cases in Canopy, checks payment status and upcoming due dates, and sends your team a weekly status digest via Telegram.
Automated Chargebee Involuntary Churn Alerts
Every morning, WebRun finds subscriptions cancelled due to payment failure in Chargebee, segments them by value, and alerts your retention team in Slack so they can act before customers forget they subscribed.
Automated Retirement Plan Distribution Request Tracking
WebRun checks open distribution and withdrawal requests in ftwilliam.com each morning, flags stalled ones, and posts your team a status digest in Slack so every participant request gets resolved on time.
Automated Merchant Document Collection Chaser
Every morning, WebRun checks IRIS CRM for merchant applications missing required documents, drafts a chaser email for each, and logs every outstanding item in a Google Sheet for your onboarding team.
Automated Juniper Square Distribution Notices
WebRun reads your distribution run in Juniper Square, calculates each LP's share, drafts a personalized distribution notice with payment details, and saves every email for your review before funds move.
Automated GHG Audit Evidence Document Chaser
Every week, WebRun checks Persefoni for activity data entries that still lack supporting evidence documents, drafts a polite request to the relevant internal owner via Gmail, and posts an outstanding document list to your audit prep channel in Slack.
Carta Automated Equity Data Entry From Email
When equity action emails arrive in Gmail (term sheets, grant notices, conversion confirmations), WebRun reads the key details and drafts a structured Carta data-entry task so your equity manager can post entries in minutes instead of hours.
Automated Tax Resolution Document Collection Chaser
WebRun checks Canopy for outstanding document requests, identifies clients who are overdue, and drafts polite follow-up messages for your review before sending.
Automated Chargebee Invoice Delivery Drafts
Every month, WebRun finds finalized invoices in Chargebee, pairs each with a short personalized cover note, and drafts the delivery email in Gmail so your team can review and send with one click.
Automated Delinquent Contribution Risk Worklist
WebRun reviews your plan portfolio in PensionPro each week, flags plans where employer contributions appear late or unconfirmed, and builds your team a prioritized worklist to investigate before a DOL issue arises.
IRIS CRM Automated Delinquency Risk Worklist
Every week, WebRun checks IRIS CRM for merchants with elevated chargeback ratios, overdue fees, or risk flags, and posts a ranked delinquency worklist to Slack for your risk team to action.
Automated LP Delinquency Risk Worklist
Every Monday, WebRun reviews LP payment histories and outstanding capital call commitments in Juniper Square, scores each LP's delinquency risk, and delivers a prioritized worklist so your IR team acts early.
¿No encuentras tu flujo de trabajo?
Muéstrale a WebRun cualquier proceso una vez y lo convertimos en un agente que lo ejecuta en el horario que elijas.