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Square to Gmail, month end sales CSV sent for you
Get a monthly Square Sales Summary CSV sent via Gmail for all locations. No exporting,…
Bookkeeping Sync Workflows
Browse 142 Bookkeeping Sync automation workflows
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Google Drive + Google Sheets: invoices logged clean
Invoice PDFs from Google Drive get captured and logged in Google Sheets. Fewer copy paste…
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Smartbill to Google Drive, invoices filed by month
Smartbill invoice PDFs land in Google Drive with clean filenames and monthly folders. No hunting,…
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Gmail to Google Sheets, purchase orders logged clean
Purchase order emails in Gmail get captured and logged to Google Sheets. Cut copy paste…
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Postgres to Google Sheets, tax reports you can trust
Postgres transactions and Google Sheets data roll into clean tax reports. Catch VAT risks early,…
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QuickBooks + Outlook: invoices sent with clean details
Collect billing details via Outlook, then create and email invoices in QuickBooks Online. Fewer follow…
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Gmail + Google Sheets, tax forecasts delivered monthly
Consolidate revenue, generate a tax projection, email it via Gmail, and log it in Google…
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OpenAI + Gmail, catch revenue anomalies before month end
OpenAI reviews revenue lines and flags anomalies, then Gmail sends a compliance brief. Fewer manual…
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Google Sheets + Gmail for stress free quarterly taxes
Pull revenue and expenses into Google Sheets, then send Gmail alerts for anomalies, deadlines, and…
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YNAB + Discord: cleaner transaction categories fast
YNAB transactions get categorized consistently and flagged for review, with a clear Discord recap. Less…
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