Free
Payment Reconciliation
Match Stripe, PayPal, and bank deposits to accounting entries daily.
IntermediatePartial30 min
★4.26.0k installs
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Category
Finance Automation
Automate finance back-office — invoice OCR, expense tracking, budget reports, cash flow analysis, tax reminders, and bank reconciliation.
15 templates available
⌕
Collections
Integrations (multi-select)
15 templates
Free
Tax Document Collection Reminder
Tax Document Collection Reminder — orchestrates Stripe, PayPal, Google Sheets, Gmail to automate this workflow with field mapping, notifications, and audit logging.
IntermediatePartial20 min
★4.24.5k installs
Free
Tax Reminder
Track filing deadlines, VAT submissions, and document collection for corporate tax.
BeginnerPartial20 min
★4.18.1k installs
Free
Cash Flow Reports
Project 13-week cash flow from AR, AP, and recurring items with scenario toggles.
IntermediatePartial1 hour
★3.93.3k installs
Free
Subscription Renewal Alert
Subscription Renewal Alert — orchestrates Stripe, PayPal, Google Sheets, Gmail to automate this workflow with field mapping, notifications, and audit logging.
IntermediatePartial15 min
★4.25.6k installs
AIFree
Failed Payment Follow Up
Failed Payment Follow Up — orchestrates Stripe, PayPal, Google Sheets, Gmail to automate this workflow with field mapping, notifications, and audit logging.
BeginnerPartial45 min
★3.87.1k installs
Premium
Receipt to Expense Tracker
Receipt to Expense Tracker — orchestrates Stripe, PayPal, Google Sheets, Gmail to automate this workflow with field mapping, notifications, and audit logging.
AdvancedPartial45 min
★4.0582 installs
Free
Monthly Revenue Report
Monthly Revenue Report — orchestrates Stripe, PayPal, Google Sheets, Gmail to automate this workflow with field mapping, notifications, and audit logging.
BeginnerPartial5 min
★3.84.1k installs
FeaturedFree
Monthly Financial Report
Generate P&L, balance sheet summary, and narrative for leadership by 5th business day.
IntermediatePartial10 min
★4.51.6k installs
Free
Bank CSV Categorization
Bank CSV Categorization — orchestrates Stripe, PayPal, Google Sheets, Gmail to automate this workflow with field mapping, notifications, and audit logging.
IntermediatePreview10 min
★3.92.2k installs
Free
Bank Sync
Import and categorize bank transactions into accounting with rule-based GL assignment.
BeginnerPartial30 min
★4.73.6k installs
Free
Stripe Payment Invoice Record
Stripe Payment Invoice Record — orchestrates Stripe, PayPal, Google Sheets, Gmail to automate this workflow with field mapping, notifications, and audit logging.
IntermediatePartial20 min
★3.91.4k installs
Premium
Expense Tracking
Capture employee expenses from receipt photos and sync approved reports to accounting.
IntermediatePartial15 min
★4.83.4k installs
Free
Budget Reports
Compare actuals vs. budget by department with variance alerts mid-month.
AdvancedPartial5 min
★4.67.1k installs
FeaturedFree
Invoice OCR
Extract vendor invoices from email attachments into accounting with line-item validation.
BeginnerPartial5 min
★4.14.9k installs
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