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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,…
Finance & Accounting Workflows
Browse 466 Finance & Accounting automation workflows
n8n
Stripe + Google Sheets: churn reasons you can act on
Send a quick exit survey when Stripe cancellations hit, then log and sort responses in…
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Square to Microsoft Outlook, weekly sales CSV sent
Square sales summaries arrive by Microsoft Outlook as a clean CSV for all locations. No…
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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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Square to Gmail, weekly sales CSVs sent for you
Square sales totals are compiled into a clean CSV and emailed via Gmail. No exporting…
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Excel + OpenAI, catch missed rent payments fast
Bank statements and your Excel rent ledger get reconciled with OpenAI. Flag late, missed, or…
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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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