Plateformes de paiement et fintech
Plateformes de paiement et fintech : modèles d'automatisation, page 4
320 workflows prêts à l'emploi dans la catégorie Plateformes de paiement et fintech. Chacun prend en charge un vrai travail que votre équipe fait chaque semaine, dans vos outils habituels. Les applications qui reviennent le plus ici : Telegram, Microsoft Teams et WhatsApp.
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 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.
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 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 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 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 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 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.
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.
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