Financial & Administrative AutomationsPurpose
1.2. Reduce manual entry, improve expense tracking accuracy, streamline audits, and accelerate client billing cycles.
1.3. Ensure compliance with tax regulations, enhance financial transparency, and support remote team operations.
Trigger Conditions
2.2. New card charge detected in company account.
2.3. Submission of an expense form by contractors or employees.
2.4. Receipt attached to a calendar event or project management task.
Platform Variants
• Feature: “New Attachment Received” trigger
• Configure: Filter on subject/body keywords (e.g., “receipt”, “expense”), auto-forward to cloud storage/API.
3.2. Microsoft Outlook
• Feature: “When a new email arrives (attachment)” trigger in Power Automate
• Configure: Rule with financial vendor domains or expense tags, upload attachments to SharePoint/OneDrive.
3.3. Dropbox
• Feature: “File Upload” webhook
• Configure: Monitor “/Receipts” folder, auto-tag new uploads, push metadata to finance system.
3.4. Google Drive
• Feature: “New File in Folder” trigger
• Configure: Set up in “Aerial Imaging Receipts” folder, auto-extract OCR text via Google Vision API.
3.5. Expensify
• Feature: “Receipt Scan” API endpoint
• Configure: API captures, OCR processes, and categorizes incoming images; sends structured JSON to accounting system.
3.6. QuickBooks Online
• Function: “UploadReceipt” API method
• Configure: Create rule for real-time receipt import, associate with transactions and projects.
3.7. Xero
• Endpoint: “Receipts” endpoint in Files API
• Configure: Auto-sync organized images, map fields (date, vendor, amount) for records.
3.8. SAP Concur
• Feature: “Image Capture” via mobile or API
• Configure: Mobile app auto-uploads, API ingests receipts, matches to expense policy.
3.9. Wave
• Feature: “Upload Receipt” mobile workflow
• Configure: Mobile scan triggers auto-categorization, cloud backup.
3.10. FreshBooks
• Feature: “Expense Receipt” API endpoint
• Configure: Auto-push uploads from email/cloud to client projects, alert admin for review.
3.11. Slack
• Feature: “Upload File” bot action
• Configure: Employees DM receipts to bot; integrate with Google Vision API for data extraction.
3.12. OneDrive
• Feature: “File Created” webhook
• Configure: Monitor “Finance/Receipts” folder, send files to Microsoft Forms for classification.
3.13. Zoho Expense
• Feature: “Auto-Scan” OCR
• Configure: Email receipts to user-specific address for auto-logging and policy check.
3.14. Airtable
• Feature: Attachments field in Forms
• Configure: Public form for contractors to upload receipts, automation moves data to expense table.
3.15. Notion
• Feature: “New File Uploaded” in database
• Configure: Custom integration with Zapier to parse image metadata, populate finance dashboard.
3.16. Monday.com
• Feature: “Files Column” with automations
• Configure: Rule for new files attached to expense pulses, trigger notification for review.
3.17. Trello
• Feature: “Attachment Added to Card” webhook
• Configure: Incoming receipts create card with due date for processing by finance team.
3.18. Receipt Bank (now Dext)
• Feature: “Auto-Publish” OCR
• Configure: Scan and auto-forward to connected ledger for review.
3.19. Zapier
• Feature: “New Receipt Upload” trigger
• Configure: Multi-step logic: cloud upload → OCR → accounting entry.
3.20. IFTTT
• Feature: “Camera Upload triggers Google Sheets row”
• Configure: Mobile snapshot of receipt logs metadata in real-time.
3.21. HubSpot
• Feature: “File Attach” in ticket workflow
• Configure: Store receipts against client records; update deal stages post-verification.
3.22. Docparser
• Feature: Document Parsing Workflow
• Configure: Forward receipts for parsing; extract amount/date/vendor for export.
Benefits
4.2. Improves accuracy in accounting and client billing.
4.3. Provides audit-ready digital records for compliance.
4.4. Enables real-time expense tracking for remote field teams.
4.5. Integrates seamlessly with other financial, tax, and CRM systems.