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QuickBooks + Slack, invoicing updates without chasing
QuickBooks Online tasks run from an AI agent and key updates post to Slack. Fewer…
Financial Reporting & Dashboards Workflows
Browse 308 Financial Reporting & Dashboards automation workflows
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Google Drive + Slack for month end P&L reports
Generate board-ready P&L PDFs, archive them in Google Drive, and alert your team in Slack.…
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Google Drive to Google Sheets, clean OCR tables
Pull PDFs and images from Google Drive, run Mistral OCR, and send clean tables into…
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SEC EDGAR to Google Sheets, Form D filings logged
Track SEC Form D filings without daily EDGAR checks. New EDGAR entries land in Google…
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Slack to Google Sheets, effortless expense tracking
Log expenses in Slack and keep Google Sheets updated with approvals. Track cash, cards, and…
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SerpAPI + OpenAI: instant market answers in Slack
Answer live market questions using SerpAPI and OpenAI, then share responses in Slack. Fewer interruptions,…
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Gmail to Google Sheets, invoices verified and flagged
Invoice PDFs from Gmail are filed in Google Drive and checked in Google Sheets. Catch…
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Notion + Telegram: finance summaries sent for you
Get Notion finance summaries delivered to Telegram automatically. Skip daily database checking and missed invoices.…
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Pipedrive to Google Sheets, clean pipeline reports
Send Pipedrive deals into Google Sheets with clean stage names and dated snapshots. No copy…
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Gmail to Slack, invoice alerts you can act on
Invoice emails in Gmail get spotted and summarized, then sent to Slack with amount and…
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