161 templates
Finance automation templates
Common finance automations
- Log every Stripe payment to a Google Sheet
- Email a weekly revenue, new customer and cancellation summary
- Alert finance when a payment fails or a refund is issued
- Reconcile payments against invoices at the end of each day
Why automate it
- Numbers are up to date without anyone exporting a CSV
- Fewer copy-paste mistakes in reports and reconciliations
- Founders and finance leads see trends every week, not every quarter
Stripe automations
Everything you can automate in Stripe →Weekly revenue summary from Stripe
Every Friday at 17:00 you get an email with the week's revenue, new customers and cancellations.
Log Stripe payments to Google Sheets
Every successful Stripe payment is added as a new row in a Google Sheet within seconds.
Get alerted when a payment fails
Each failed charge or invoice payment shows up in Slack with the customer, amount and reason.
Get yesterday's revenue every morning
Each morning you see yesterday's charges, refunds and new subscriptions in one message.
Hear when a customer cancels
When a subscription is cancelled, you get the customer and plan straight away.
Get a message for every new sale
Each successful payment reaches you with the customer, amount and what they bought.
Never miss a dispute deadline
You hear about each new dispute with its evidence due date, and get a reminder 3 days before it's due.
Get a monthly revenue report
On the 1st you get last month's gross, refunds, net and new vs cancelled subscriptions, compared with the month before.
See overdue invoices every week
Each Monday you get open invoices past their due date, oldest first.
Track failed payments until they're recovered
Every failed payment is followed until it's paid, and each Friday you see what's recovered and what's still unpaid.
Get warned when payments look unusual
You're told when today's payments drop sharply or refunds spike compared with a normal day.
Find out why customers cancel
Cancellation feedback is sorted into reasons, and each month you get a breakdown.
Find duplicate customers in Stripe
Each month you get a list of customers who share an email address, ready to clean up.
Get last month's tax collected by country
On the 1st you get the tax collected last month, grouped by country and tax rate.
Get links to last month's invoice PDFs
Each month you get every paid invoice's PDF link and total, ready for bookkeeping.
Get warned before Stripe free trials end
Each morning, an email lists every Stripe subscription whose trial ends in the next 3 days, with the customer, plan and whether a card is on file.
Get alerted when a Stripe refund is issued
Every refund issued in Stripe is posted to Slack with the amount, customer, reason and who the original charge was for, as soon as Stripe sends the event.
Email me Stripe subscriptions renewing next week
Every Monday, an email lists the Stripe subscriptions that renew in the next 7 days, with the amount each will be charged and the customer's email.
Email me customers whose cards expire this month
On the 1st of each month, an email lists Stripe customers with an active subscription whose saved card expires this month, so they can be asked to update it before a payment fails.
QuickBooks automations
Everything you can automate in QuickBooks →Invoice new customers straight from your order form
Each order or job request becomes a QuickBooks customer and an invoice, sent by QuickBooks, with a confirmation to you.
Turn quote requests into QuickBooks estimates
Every quote request or recorded sale becomes an estimate or sales receipt, and you get its number by email.
Chase overdue invoices every Monday
Customers with unpaid invoices past their due date get them resent from QuickBooks, and you get a table of who owes what.
Hear when daily sales look unusual
You get an email on mornings when yesterday's sales were far above or below normal.
Get last month's ledger as CSV
On the 1st, the general ledger and invoice list for the previous month arrive in your inbox ready for your accountant.
Post to Slack when a customer pays
The moment a payment is recorded, Slack shows who paid and how much.
Catch overdue invoices nobody emailed
A daily list of overdue invoices that were never sent to the customer, so they don't sit forgotten.
See every new invoice in Slack
Each invoice created in QuickBooks shows up in Slack with customer, amount and due date.
Get a Friday sales and cash summary
Every Friday you see what was invoiced, what was collected and what is still outstanding, compared with last week.
Receive last month's profit and loss
On the 1st, income, expenses and net profit for the previous month land in your inbox.
Flag expenses over $1,000
Any big purchase recorded in QuickBooks is posted to Slack with the vendor, amount and account.
List the bills to pay this week
Each Monday you get the unpaid supplier bills falling due in the next seven days.
Get an evening list of payments received
Each evening you see the payments recorded that day, with customer, invoice and a total.
Post every new QuickBooks invoice to Slack
Whenever an invoice is created in QuickBooks, your finance channel sees the customer, amount and due date within seconds.
Approve supplier invoices in Slack before they become bills
Supplier invoices from your inbox are read and posted to Slack with Approve and Reject buttons, and approved ones become QuickBooks bills.
Post a weekday overdue invoice report to Slack
Every weekday morning, Slack shows your overdue QuickBooks invoices and total receivables by how late they are.
Xero automations
Everything you can automate in Xero →Get overdue invoices in Slack by age
Each morning Slack lists invoices overdue by 7, 14 and 30 days, without repeating ones already flagged at that stage.
See the week's payments every Friday
A Friday email lists the payments Xero recorded this week and their total.
Get a Monday list of bills falling due
You start the week knowing which supplier bills need paying in the next seven days.
Post each new Xero invoice to Slack
Whenever a sales invoice is created, Slack shows the contact, total and due date.
Know when a Xero invoice is paid
A Slack message as soon as an invoice turns to paid, sent once per invoice.
Get a weekly snapshot of who owes whom
Monday's email totals receivables and payables and adds a short written read on how they're moving.
Compare last month's P&L with the month before
On the 1st you get profit and loss for the previous two months side by side.
Send overdue invoice reminders from Xero
Customers more than 14 days overdue get their invoice again from Xero, and you get the list of who was reminded.
Count last month's invoices, bills and credit notes
A monthly tally of documents raised in Xero, leaving out voided and deleted ones.
Hear when a contact is added to Xero
A Slack message whenever a new customer or supplier appears in Xero.
Raise a draft Xero invoice when a deal closes
A won deal elsewhere creates a draft invoice for the right contact, and Slack gets a link to review it.
Get a Friday count of unreconciled transactions
A weekly email shows how many bank transactions are still unreconciled in each account.
Remind customers before Xero invoices fall due
Each weekday at 9am, unpaid Xero sales invoices due in 3 days are re-sent to the customer through Xero, with a history note on each invoice and a summary emailed to you.
Get a weekly overdue call list from Xero by email
Every Monday an email lists customers with overdue Xero invoices, largest balance first, with contact name, phone number, invoice count and oldest days late.
Google Sheets automations
Everything you can automate in Google Sheets →Log Stripe sales in a sheet and send buyers their product
Every payment becomes a row in your sales sheet, and the buyer gets the download link you keep in that sheet.
Log daily Stripe revenue in a sheet with a running forecast
Each morning yesterday's gross, fees, refunds and net per currency are added to your sheet, and you get a 30-day forecast by email.
Log every Stripe cancellation and its reason in a sheet
Each cancelled subscription is added to your churn sheet with the customer, plan, revenue lost and the reason they gave.
Monthly Stripe tax summary by country in a sheet
On the 1st of each month, last month's paid Stripe invoices are totalled by country and tax rate in a new tab, and you're told in Slack.
Turn order rows in a sheet into Stripe invoices
Each new B2B order in your sheet becomes a finalised Stripe invoice, with the invoice link written back to the row.
Copy new Stripe payouts to Google Sheets
Each new Stripe payout is added to a Payouts tab with arrival date, amount, fees and how many charges it covers.
Log failed Stripe payments to Google Sheets
Every failed Stripe payment is added to a Failed payments tab with the customer's email, amount, decline reason and a link to the payment.
Sync active Stripe subscriptions to Google Sheets
A Subscriptions tab is rewritten every night with each live Stripe subscription: customer, plan, monthly amount, status and next renewal.
Keep a Google Sheet of every QuickBooks invoice
Your sheet always lists every QuickBooks invoice with its customer, amount, due date and balance, updated every hour.
Turn rows in a billing sheet into QuickBooks invoices
Each new row in your billing sheet becomes a QuickBooks invoice, and the invoice number is written back into the row.
Log emailed supplier invoices in a sheet and create bills once approved
Supplier invoices from your inbox are logged as rows in your payables sheet, and each one becomes a QuickBooks bill when you mark it Approved.
Remind customers about overdue invoices and log each chase
Every weekday, customers with overdue QuickBooks invoices get a reminder, each chase is logged in your sheet, and you get a summary email.
Add expenses from a sheet into QuickBooks
Expenses your team lists in a Google Sheet are added to QuickBooks within the hour and marked as uploaded.
Welcome every new QuickBooks customer by email
Each customer you add to QuickBooks gets a welcome email from your Gmail, and is logged in a sheet so nobody is welcomed twice.
PayPal automations
Everything you can automate in PayPal →Post each PayPal payment to Slack
Every completed payment shows up in Slack with who paid and how much.
Hear about denied PayPal payments
When a payment is denied, you know straight away and can contact the buyer.
Get dispute details before the deadline
A new dispute lands in your inbox with its reason, amount and the date you must reply by.
Know when a PayPal subscriber cancels
Each cancellation is posted so you can follow up while the customer still remembers you.
Track PayPal refunds in Slack
Every refund is reported with the buyer, amount and the payment it reverses.
Get today's PayPal sales at 7pm
One evening email gives the number of payments and the totals for the day, by currency.
Celebrate new PayPal subscribers
Each new subscription is posted with the plan and subscriber email.
Catch failed subscription renewals
When a subscriber's renewal fails, you get their details so you can reach out before they lapse.
See unpaid PayPal invoices every Monday
A Monday email lists invoices sent but not fully paid, oldest due date first.
Remind customers about overdue PayPal invoices
Overdue customers get PayPal's reminder at most once a week, and you see who was nudged.
Send a PayPal invoice from your own form or tool
When your tool sends a customer and line items to a link, a PayPal invoice goes out and you get a confirmation.
Know when a PayPal invoice is paid
You get a message with the invoice number and amount as soon as it is paid.
Gmail automations
Everything you can automate in Gmail →Email buyers their product and receipt after a Stripe payment
As soon as someone pays, they get their download link and a receipt from your own Gmail address.
Get yesterday's Stripe revenue in your inbox each morning
Every morning you get one email with yesterday's sales, refunds and new subscriptions, plus a two-line summary.
Check VAT numbers on Stripe invoices and email the right person
When Stripe drafts an invoice, an invalid VAT number is flagged to finance; when it's finalised, the customer gets an email from you.
Win back failed payments with a friendly email
When a card fails, the customer gets a short note from you with a link to pay, and a reminder three days later if it's still unpaid.
Ask cancelling customers why, and get a weekly churn summary
Customers who cancel get one personal question by email, their replies are sorted by reason, and you get a weekly summary.
Prioritise support emails from paying customers
New support emails are labelled paying, trial or unknown from Stripe, with a reply draft waiting in Gmail.
Turn emailed supplier invoices into QuickBooks bills
When a supplier emails a PDF invoice, a bill is created in QuickBooks with the PDF attached, and you get an email listing what was added.
Send polite Gmail reminders for overdue QuickBooks invoices
Every weekday, customers with overdue QuickBooks invoices get a reminder from your Gmail address, firmer as the invoice ages, and you get a summary.
Create QuickBooks invoices from emails you label
Label an email thread Invoice Needed and a QuickBooks invoice for the client and items it mentions is created and sent.
Send Xero payment reminders that get firmer over time
Customers with overdue Xero invoices get a reminder from your Gmail at 7, 14 and 30 days late, each a little firmer, and you get a daily summary.
Turn emailed supplier invoices into Xero draft bills
Supplier invoices that arrive in Gmail become draft bills in Xero with the PDF attached, ready for you to approve.
Create a Xero invoice for each order and email it to the customer
When an order comes in, a Xero invoice is created and emailed to the customer from your Gmail with the PDF and a short personal note.
Chargebee automations
Everything you can automate in Chargebee →
Announce new Chargebee subscriptions in Slack
Each new subscription is posted with the customer, plan and amount as soon as it's created.
Get a Slack alert with the MRR lost when a customer cancels
Every cancellation is flagged with how much monthly revenue it removes, so account owners can step in.
Email a list of cards expiring this month
On the first of each month you get the customers whose saved cards run out before their next renewal.
Report failed Chargebee payments in Slack
One message per failed invoice with the customer, amount and reason, even while dunning keeps retrying.
Get a Slack list of Chargebee trials ending soon
Every weekday at 9am, Chargebee trials ending in the next 3 days are posted to Slack with the customer, plan, end date and whether a payment method is on file.
Post a daily Chargebee revenue summary to Slack
Every morning at 8am Slack gets yesterday's Chargebee figures: money collected, failed payments, refunds, new subscriptions and cancellations.
Post Chargebee plan upgrades and downgrades to Slack
When a Chargebee subscription changes plan, Slack gets a message saying whether it was an upgrade or a downgrade, with the old and new plan and the MRR change.
Slack automations
Everything you can automate in Slack →Post Stripe revenue reports in Slack
Each morning Slack shows yesterday's sales, refunds and net revenue from Stripe, compared with the day before.
Get a monthly Stripe tax summary in Slack
On the first of each month you see the tax collected on last month's Stripe invoices, broken down by tax rate and region.
Find duplicate customers in Stripe
Each day Slack lists any new groups of Stripe customers that share an email address, so you can merge them.
Triage billing emails with the customer's Stripe status
New billing emails arrive in Slack already sorted by topic, with the sender's plan and payment status from Stripe beside them.
Post overdue Xero invoices to Slack every weekday
Every weekday morning, your finance channel sees unpaid Xero invoices grouped by how late they are, with totals for each group.
Approve supplier invoices in Slack before they go into Xero
New supplier invoices are read and posted to Slack with Approve and Reject buttons, and approved ones become bills in Xero.
Draft a Xero invoice for each won deal and approve it in Slack
When a deal is won or an order arrives, a draft Xero invoice is created and posted to Slack, where one click approves it.
Square automations
Everything you can automate in Square →Get each location's Square sales after closing
A nightly email breaks down the day's Square sales per location with tips, fees and card versus cash.
See your top Square items and how today compares
A daily email names the three best-selling items and compares the day's total with the same weekday last week.
Get a Slack alert when Square stock runs low
When an item's count falls below 5, a Slack message names the item, location and count left.
Get emailed about every Square refund
Each refund triggers an email with the amount, location and reason as soon as Square reports it.
List last week's new Square customers every Monday
Every Monday you get a count of the customers added last week with their names and emails.
Paddle automations
Everything you can automate in Paddle →Announce new Paddle subscribers in Slack
Each new subscriber shows up in your channel with their plan and price the moment they sign up.
Hear about Paddle cancellations before they take effect
You learn when a customer schedules a cancellation, not just when access ends, so there's time to reach out.
Get an email before your Paddle API key expires
A week's warning before your key stops working, so you can replace it without any automation going quiet.
Flag declined Paddle payments in Slack
When a card is declined, you see who it was, how much and why, once per transaction even while Paddle retries.
Email yourself yesterday's Paddle revenue
Every morning you get yesterday's completed transactions with totals and counts split by currency.
Lemon Squeezy automations
Everything you can automate in Lemon Squeezy →Post every Lemon Squeezy order to Slack
Each sale lands in your channel with the product, buyer and total as soon as it's paid.
Get a Slack ping for new Lemon Squeezy subscribers
You know right away when someone starts a subscription, and on which plan.
Get emailed when a renewal fails or a subscriber cancels
An email for each failed renewal payment or cancellation, so you can follow up before the customer is gone.
Get an email for each Lemon Squeezy refund
Every refunded order reaches your inbox with the product, customer and amount returned.
Post yesterday's Lemon Squeezy sales each morning
A morning Slack post with yesterday's order count, revenue and best-selling product.
Plaid automations
Everything you can automate in Plaid →
Get a morning email of balances and new transactions
Each day starts with every linked account's balance and the transactions that posted since the last email.
Get warned when an account balance runs low
If a linked account drops under your floor, you get one Slack message, not a repeat every check.
Get alerted about transactions over $1,000
Large charges and deposits show up in Slack as soon as Plaid has them.
Know when a bank link needs you to log in again
You hear about an expiring or broken bank connection before your balances and transactions stop updating.
Get last month's spending by category
On the 1st you get totals per spending category and your top merchants, with transfers and card payments left out.
Braintree automations
Everything you can automate in Braintree →Get emailed when a Braintree dispute opens
Each new chargeback triggers an email with the amount, reason and reply-by date.
Hear in Slack when a Braintree payout fails
A failed disbursement is posted to Slack with Braintree's exception message and the follow-up it asks for.
Get yesterday's settled Braintree volume each morning
A morning email lists the transactions that settled the previous day and their total.
Post failed Braintree renewals to Slack
When a subscription renewal charge fails, Slack shows the subscription ID, plan and amount.
Recurly automations
Everything you can automate in Recurly →
Track failed Recurly renewals and dunning in Slack
Each failed renewal or dunning step appears in your channel with the account, amount and plan.
Get a Slack message when a Recurly subscription is cancelled
You hear about cancellations as they happen, so key accounts get a call before they leave.
Email a weekly count of new and cancelled subscriptions
Each Monday you see how many subscriptions you gained and lost the week before.
Post new Recurly subscriptions to Slack
Every new subscription shows up with the account, plan and price as soon as it starts.
Gumroad automations
Everything you can automate in Gumroad →Post each Gumroad sale to Slack
Every sale appears in your channel with the product and price the moment it's made.
Get one evening email with the day's Gumroad sales
Instead of an email per sale, you get a single roundup each evening with totals for each product.
Get emailed about Gumroad refunds and membership cancellations
You hear straight away when a buyer is refunded or a member cancels.
Get an instant email when a Gumroad payment is disputed
As soon as a buyer opens a chargeback you have the product, buyer and amount in your inbox.
FreshBooks automations
Everything you can automate in FreshBooks →
Get a weekly list of overdue FreshBooks invoices
Every Monday you see which clients are late and the total still owed, without running a report.
Hear in Slack when a client pays
As soon as a FreshBooks payment is recorded, your team sees the client, invoice and amount in Slack.
Get emailed about large new expenses
Any expense over your limit reaches your inbox the moment it is logged, so nothing big slips by.
Announce new FreshBooks clients in Slack
Each time someone adds a client, the team gets the name and company in a channel so onboarding can start.
Wave automations
Everything you can automate in Wave →
Get a Slack ping when a Wave invoice is paid
Within a quarter of an hour of an invoice turning paid, you see the customer and amount in Slack.
Email yourself overdue Wave invoices every Monday
The week starts with one email listing each late invoice and how much is still due.
Get a Friday summary of invoices you sent
At the end of each week you have a record of every invoice created in Wave and the total billed.
Post new Wave customers to Slack
When a customer is added in Wave, their details appear in Slack within the hour.
Zoho Books automations
Everything you can automate in Zoho Books →Post overdue Zoho Books invoices to Slack each morning
Your team starts the day with a list of late invoices, their customers and amounts, ready to chase.
Flag Zoho Books expenses above a limit
Any expense over your threshold shows up in Slack within the hour it was recorded.
Get a weekly receivables and payments email
Each Monday you see the total still owed to you next to what customers paid last week.
Announce paid Zoho Books invoices in Slack
When an invoice is marked paid, the customer and amount land in Slack straight away.
Wise automations
Everything you can automate in Wise →Follow Wise transfers in Slack
Every status change on a transfer is posted, with cancelled and bounced-back transfers called out so you can act.
Get warned when your USD balance gets low
You get one email when your Wise USD balance dips under your floor, in time to top it up.
Get a Slack message when money arrives in Wise
Each deposit shows up in Slack with its amount and currency as soon as Wise credits it.
Email last month's Wise statement per currency
On the 1st you receive last month's statement for each currency you hold, with totals and the transactions as CSV.
Mercury automations
Everything you can automate in Mercury →
Post every Mercury transaction to Slack
Deposits and payments appear in your channel within about 15 minutes, each one posted once.
Get warned when your balance drops below $20,000
You get one email when checking falls under your floor, and another only after it has recovered and dropped again.
Get an email when a payment fails or is cancelled
A failed or cancelled Mercury transaction reaches you within about 15 minutes, with the amount and counterparty.
Get your cash position every Monday
Each Monday you see your account balances and how much came in and went out the week before.
Brex automations
Everything you can automate in Brex →Get an email the moment a transfer fails
You learn about a failed Brex payment straight away, with the amount and who it was going to.
Get yesterday's card spend in Slack each morning
Your finance channel starts the day with every Brex card charge from yesterday and a total, with anything over $500 marked.
Get a weekly log of completed transfers
Every Monday you get last week's settled Brex transfers in one list, money in and money out.
Google Drive automations
Everything you can automate in Google Drive →Deliver a Drive file when someone buys on Stripe
Each buyer gets access to the right Google Drive file seconds after paying, with an email from Drive containing the link.
Save every Stripe invoice PDF to Drive
Each paid Stripe invoice is saved as a PDF in your Drive receipts folder, named by date and customer.
Save a monthly Stripe revenue report to Drive
On the first of each month, last month's Stripe transactions are saved to Drive as a spreadsheet file, with a short written summary emailed to you.
Ramp automations
Everything you can automate in Ramp →
Get a Slack alert for card spend over $1,000
Any Ramp card purchase above your limit is posted the moment it clears, with the cardholder and merchant.
Get a weekly list of missing receipts
Each Friday you see which transactions still need a receipt, grouped by employee, so you know who to chase.
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