Automate Accounting

Automatically create invoices in accounting software (like QuickBooks or Xero) from form submissions (like Google Forms or Typeform).

Automatically sync expenses from Expensify into your accounting software when receipts are uploaded.

Record payments in accounting software when a transaction occurs in a payment processor (like Stripe or PayPal).

Send payment reminders or confirmations to clients via email or messaging apps (like Gmail or Slack).

Automatically sync new customer data between various applications like your CRM (like Salesforce or HubSpot) and your accounting software.

Automatically update spreadsheets (like Google Sheets) with new financial data from various sources.

Automatically create, schedule, and send financial reports to stakeholders via email or cloud storage.

Sync your accounting software with visual accounting tools like Tableu to enhance your financial reporting impact.

Import bank transactions into your accounting software from your bank.

Automate matching of transactions between bank statements and accounting records through AI tools like Botkeeper.

Sync time-tracking data from apps (like Toggl or Harvest) with payroll systems.

Automatically update and payout payroll records when time entries are marked “approved”.

Set up alerts for specific accounting events, such as when an invoice is overdue or when a payment is received.

Notify team members of important accounting updates via communication tools (like Slack or Microsoft Teams).

Automate follow-ups with clients for overdue payments.

Send thank you emails or payment receipts automatically after receiving payments.