Finance & Reporting AutomationPurpose
1.2. Streamline approval routing for expense requests based on amount, category, or project allocation.
1.3. Consolidate expense records for monthly, quarterly, and yearly finance reporting.
1.4. Reduce manual data entry, eliminate categorization inconsistencies, and enable faster finance insights.
Trigger Conditions
2.2. Uploaded receipt or invoice via email, app, or scanner.
2.3. Existing expense reaches pending review status.
2.4. Budget threshold hit for any category (e.g., raw materials above $5,000 in month).
2.5. Scheduled reporting trigger (e.g., export on the last day of each month).
Platform Variants
• Function: Webhooks for new bills; Expense Approval API
• Configure to send data on creation and update approval status via API.
3.2. QuickBooks Online
• Feature: Expense API; App Triggers
• Configure triggers for new expense creation and update expense 'status' field.
3.3. SAP Concur
• Function: Expense Extract API
• Setup polling for newly submitted expenses and push categorization updates.
3.4. Zoho Books
• Feature: Expenses API
• Webhook triggers for new expense added; use API to assign category and update approval status.
3.5. FreshBooks
• Feature: Expense Input API
• Monitor for posted receipts and set automation to tag categories by vendor.
3.6. Expensify
• Feature: Reports API
• Push new report notification to workflow for approval and categorization.
3.7. Hubdoc
• Feature: Document Upload Trigger
• Auto-classify scanned receipts and forward records to finance system.
3.8. Stripe
• Feature: PaymentIntents API
• Pull vendor payouts for categorization on daily schedule.
3.9. PayPal
• Feature: Transaction Search API
• Schedule batch search for new payments and automate assignment to supply categories.
3.10. Microsoft Excel (Microsoft 365)
• Function: On Row Added trigger in cloud workbook
• Mark new entries in “Expenses” sheet and send for approval if flagged.
3.11. Google Sheets
• Feature: On-Form-Submit trigger
• Run automation when staff submit forms for reimbursement.
3.12. Airtable
• Feature: Record Created Automation
• Configure base for receipt uploads, trigger categorization and approval.
3.13. Oracle Netsuite
• Feature: Expense Report API
• Poll for new expense reports, update category/approval fields.
3.14. Workday
• Feature: Expenses Cloud Integration
• Incoming webhook on expense report submission, push updates to managers.
3.15. Slack
• Feature: Incoming Webhooks; Actions
• Notify finance and collect approvals in channels via interactive messages.
3.16. Gmail
• Feature: Label/Filter to Forward Receipts
• Tag expense emails for parser, forward to processing workflow.
3.17. Docparser
• Feature: Document Processing Endpoint
• Extract values from vendor invoices, auto-fil populate relevant finance database.
3.18. Dext (Receipt Bank)
• Feature: API to export new items
• Retrieve scanned expenses, push categorization and approval steps.
3.19. Salesforce
• Feature: Expense Objects; Flow Builder
• Automate notifications and updates as expense records move through approval stages.
3.20. Trello
• Feature: New Card Trigger
• Each card = expense; on move to specific list trigger approval/categorization.
3.21. Monday.com
• Feature: Item Creation Automation
• Create item per expense, auto-assign status based on amount.
3.22. Asana
• Feature: Task Created trigger
• Process new expense tasks, apply category labels, request approval.
Benefits
4.2. Automated approval reduces delays and bottlenecks.
4.3. Enhanced compliance with documented audit trails per transaction.
4.4. Consistent financial reporting by consolidating categorized entries.
4.5. Supports real-time budget monitoring to avoid overspending.