Expense Management Automation Workflows | Neura Market

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Expense Management Workflows

Business expense tracking

Import Stripe invoices to QuickBooks
When a Stripe invoice is paid, this Make workflow triggers and automatically creates a corresponding invoice in QuickBooks. It eliminates manual data entry and keeps your accounting records in sync. Ideal for freelancers and businesses that process payments through Stripe and manage books with QuickBooks.
Make$4.99
Create Harvest accounts for new G Suite users
Every time a new user is added to your G Suite organization, Make will automatically create a new user in Harvest.
MakeFree
Watch Revolut Business draft payments and add them to Google Sheets
This Make workflow monitors your Revolut Business account for new draft payments. When a draft is detected, it automatically adds the payment details as a new row in a Google Sheets spreadsheet. This eliminates manual data entry and keeps your financial records updated in real time. Ideal for businesses managing multiple pending payments.

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Make$3.99

Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets

A ready-to-use Make workflow that connects Harvest, Payment-rails, Google-sheets. Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets. Customize and deploy in minutes.

Add Revolut Business draft payments to Microsoft 365 Excel

Every time a new Revolut Business draft payment is created, Make will automatically add it to Microsoft 365 Excel as a new worksheet row. Your Microsoft 365 Excel worksheet has to contain headers (at least 5 to see the template's default settings).

Transfer Lexware invoice status changes to update KlickTipp segments

This automation connects Lexware Office with KlickTipp to synchronize invoice payment status changes and keep contact tags up to date. When the payment status of an invoice changes in Lexware Office, the scenario retrieves the full invoice details and identifies the related customer contact. It checks whether a business email address is available and then updates the corresponding contact in KlickTipp. If the invoice status is marked as paid, the contact is tagged with “Lexware | Paid Invoice”. If the invoice remains open, the contact is tagged with “Lexware | Open Invoice”. This ensures that your marketing automation always reflects the current financial status of the customer. By automatically updating tags based on real payment events, you can stop reminder campaigns immediately after payment is received and trigger follow up sequences such as thank you emails or onboarding workflows. This template requires the tags “Lexware | Paid Invoice” and “Lexware | Open Invoice” to exist in your KlickTipp account. It is ideal for businesses that want to align accounting processes with automated email communication and eliminate manual tag management errors.

Record Wave transactions for new Google Sheets rows

This template shows how to export your bank or credit card statements to Wave. Every time a new row of expense (or income) is added to your Google Sheets spreadsheet, Make will automatically create an accounting transaction in Wave. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1Lkltj7IHbQY5afWRBKPelup80jfgPV7pRLGMUpL4K6k/edit#gid=2109159956).

Watch Revolut Business draft payments and add them to Airtable

This Make workflow watches for new draft payments in your Revolut Business account and automatically adds each one as a new record in Airtable. It eliminates manual data entry, helping finance teams maintain accurate, up-to-date logs of pending transactions without switching between apps.

Save new Splitwise expenses to Google Sheets

A ready-to-use Make workflow that connects Splitwise, Google-sheets. Save new Splitwise expenses to Google Sheets. Customize and deploy in minutes.

Create YNAB transactions from Shopify orders

A ready-to-use Make workflow that connects Shopify, Ynab. Create YNAB transactions from Shopify orders. Customize and deploy in minutes.

Lexware Invoice Reminder Automation for KlickTipp

This automation connects Lexware Office with KlickTipp to synchronize invoice data and saves them to Google Drive with a fitting share link to trigger automated reminder campaigns. When a new invoice is created in Lexware Office, the scenario retrieves the full invoice details and checks whether the invoice status is open. It then fetches the related customer contact and uploads the invoice to Google to create a share link for the invoice recipient. Then it searches for the contact in KlickTipp using the business email address. If the contact already exists, the record is updated. If the contact does not exist, it is automatically created and subscribed via the selected opt-in process. The automation stores the invoice voucher URL and the payment due date in dedicated custom fields inside KlickTipp. After that, the tag “Lexware | Open Invoice” is assigned to the contact. This setup allows you to trigger automated email campaigns in KlickTipp based on financial events. For example, you can start a friendly payment reminder sequence when the Open Invoice tag is added and stop it once the invoice is paid. The template uses the custom fields “Lexware | Beleg URL” and “Lexware | Zahlungsziel” and requires the tag “Lexware | Open Invoice” to be available in your KlickTipp account. This solution is ideal for businesses that want to connect accounting processes with automated marketing workflows and eliminate manual tag management.

Create a Revolut Business draft payment and send an Email notification from a new Shopify order

A ready-to-use Make workflow that connects Shopify, Builtin, Airtable. Create a Revolut Business draft payment and send an Email notification from a new Shopify order. Customize and deploy in minutes.

Add new QuickBooks customers to ActiveTrail as contacts

Every time a new customer is created in QuickBooks, Make will automatically add that customer to ActiveTrail as a new contact.

Save new Etsy transactions in Wave by customer

Every time a new Etsy receipt is created, Make will automatically record a new accounting transaction in Wave. If the customer does not exist, Make will automatically create it. Then, an income transaction with the customer's information will be saved in Wave.

Create a Revolut draft payment from a new Asana task

A ready-to-use Make workflow that connects Asana, Airtable, Revolut. Create a Revolut draft payment from a new Asana task. Customize and deploy in minutes.

Import new Bank Statement lines in FreeFinance from payments in Stripe

A ready-to-use Make workflow that connects Stripe, Util, Free-finance. Import new Bank Statement lines in FreeFinance from payments in Stripe. Customize and deploy in minutes.

Save each item of your new Wave invoices in a Google Sheets spreadsheet

Each time a new Wave invoice is created, Make automatically stores each item's information (unit price, quantity, date) in a new Google Sheets row.

Creating invoice in Fakturoid from time entries in Harvest - sorted by project

After a month finishes, all the time entries from the month are aggregated into a new invoice in Fakturoid. The invoice items are sorted by project. Intended for type of Harvest account "Regular User". The scenario is designed to run every first day in a month.

Add new Invoice Ninja clients to ActiveTrail

Every time a new client is created in Invoice Ninja, Make will automatically create a new contact in ActiveTrail.

Katana Customer Ref # sync to QBO Invoice

Use this template to watch for Invoice creation in QBO then check Katana to see if there is information like Customer Reference Number to send to the Invoice.

Create Wave Income/Expense from Loyverse receipts

This template periodically checks for new receipts in Loyverse and uses the retrieved information to check the receipt type. If the type is "Sales" it will create an income in Wave. If the type is "Refund" it will create an expense in Wave. It will also add a new row to a Google Sheet. This example uses [this sheet](https://docs.google.com/spreadsheets/d/1HKxZNi0mUpEF3tR9_dUXMNKQRlnrN6PVl-ldmg0MvLo/edit#gid=0). The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Create a Revolut draft payment from a new Trello card

A ready-to-use Make workflow that connects Trello, Airtable, Revolut. Create a Revolut draft payment from a new Trello card. Customize and deploy in minutes.

Record Wave transactions from new Shopify orders

A ready-to-use Make workflow that connects Shopify, Wave. Record Wave transactions from new Shopify orders. Customize and deploy in minutes.

Create draft payments for refund requests received by customers and notify your team for review

A ready-to-use Make workflow that connects Typeform, Google-sheets, Revolut. Create draft payments for refund requests received by customers and notify your team for review. Customize and deploy in minutes.

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Communication (2,463)AI (1,930)Business Operations & ERPs (1,540)Other (1,425)Productivity (1,202)Marketing (1,145)Data & Analytics (995)File & Document Management (802)CRM - Sales (604)Notifications (580)

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