Finance & Accounting Automation Workflows — Page 5 | Neura Market

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Finance & Accounting Workflows

Financial management and accounting

Automate Invoice Creation in Fakturoid with Raynet CRM Data
This workflow automates the creation of invoices in Fakturoid using data from Raynet CRM. It checks if a client exists in Fakturoid and creates or updates the client before generating the invoice.
Make$4.99
Automate Revolut Draft Payments from Toggl Reports with Slack Notifications
Streamline your payroll process by automatically creating Revolut draft payments from Toggl time-tracking reports and notifying your team via Slack. This workflow runs monthly, ensuring timely and accurate payments.
Make$4.99
Sync Paid Invoices from Xero to Ninox
Automatically synchronize paid invoices from Xero to Ninox, ensuring your records are always up-to-date.
Make$3.99

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Automate Revolut Draft Payments from New Xero Purchase Orders

Automatically create a Revolut Business draft payment whenever a new purchase order is added in Xero, using supplier data from Airtable.

Automate Multi-Item PayPal Invoice Creation and Delivery

Streamline your invoicing process by automatically creating and sending detailed PayPal invoices with multiple line items. This workflow supports dynamic item addition and ensures seamless delivery via PayPal's API.

AI Personal Assistant: Email, Calendar & Slack Manager

Proactively monitors email, calendar, and Slack for priorities, generating daily briefings with actionable tasks to boost executive productivity.

Create new invoices in Xero from new deals in Pipedrive

his template regularly checks for new deals entering a specific stage in Pipedrive and uses the retrieved information to create a new invoices in Xero. Your Pipedrive deal needs to have products associated with it. he template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

Automate Outgoing Invoices in FreeFinance from New Shopify Orders

This workflow automates the creation of outgoing invoices in FreeFinance for every new order placed in Shopify. It streamlines financial operations by ensuring invoices are generated promptly and accurately.

Harvest + Google Sheet + Xero

his template allows you to automatically calculate the total number of hours you spent working for a client during the current month. he calculated data is stored in a Google Sheet but at the same time an invoice is created for the client. Note: In order for this template to work you need to make sure you have an existing record for each of your clients inside your Xero account. he name of each client needs to be the as the one in your Harvest account.

Create a QuickBooks invoice from a completed PandaDoc document

Create a new QuickBooks invoice (and a customer if it doesnt already exist) from a completed PandaDoc document. PandaDoc document has to include a Pricing table. You can schedule the scenario to run as you need but adjust the first filter (only the most recent) accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.

Save new Etsy transactions in Wave

Every time a new Etsy shop receipt is created, Make will automatically record a new accounting transaction in Wave.

Create an Invoice in Google Sheets Based on Typeform Submission

This n8n workflow triggers when a new Typeform submission is received. It extracts the data, creates a formatted invoice row in Google Sheets, and optionally sends a notification via Slack or an email. Conditional logic ensures only complete submissions are processed. Ideal for freelancers or small businesses needing to automate order-to-invoice steps without manual entry.

Automate QuickBooks Invoice Creation from New PayPal Invoices

Automatically generate a QuickBooks invoice whenever a new invoice is created in PayPal, streamlining your accounting processes.

Automated Social Media Content Publishing Factory

AI-powered workflow that generates, optimizes, and publishes content across Twitter, Instagram, Facebook, LinkedIn, Threads, and YouTube Shorts with image creation and approval.

Automatically Log New Zoho Books Invoices to Google Sheets

Effortlessly track your financial data by automatically adding new Zoho Books invoices to a Google Sheets spreadsheet. This workflow ensures your records are always up-to-date.

Create Zoho Invoices from Shopify orders and uploading them to Google Drive

Every time a new order is created on Shopify, Make will automatically create a new invoice on Zoho Invoice and upload it as a pdf to Google Drive.

Multi-Platform Content Generator from YouTube using AI & RSS

Automates YouTube channel monitoring via RSS, AI transcript extraction, and generates optimized content for LinkedIn, X/Twitter, Threads, and Instagram with Telegram previews.

Create a QuickFile invoice for new WooComerce order

Every time a new WooCommerce order is created, Make will automatically create an invoice in QuickFile.

Automate Rent Payment Reconciliation with Excel and OpenAI

This n8n workflow automates the reconciliation of rent payments by comparing bank statements with tenant records stored in a local Excel spreadsheet. It uses OpenAI to identify discrepancies such as missed or incorrect payments and generates a report for further action.

Batch Retrieve Malaysian Tax ID Numbers Using Business Registration or NRIC

Automate the retrieval of Malaysian Tax ID Numbers (TIN) for multiple entities using their Business Registration Numbers (SSM) or NRICs. This workflow is ideal for preparing databases for e-invoicing by leveraging the LHDN API.

Automate QuickBooks Sales Receipts for Completed WooCommerce Orders

Automatically generate QuickBooks sales receipts for every completed WooCommerce order, ensuring seamless financial record-keeping.

Fetch Company Logo, Icon & Data to Airtable

Automates fetching a company's logo, icon, and details via Brandfetch API, then stores them in Airtable for quick access.

Automate YNAB Transactions from New Invoice Ninja Invoices

Automatically create transactions in YNAB whenever a new invoice is generated in Invoice Ninja, streamlining your financial tracking.

Automated Amazon Stock Tracker with Bright Data & OpenAI

Automates real-time Amazon stock level monitoring using Bright Data scraping and OpenAI analysis, storing data in Google Sheets with low-stock alerts.

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Communication (2,463)AI (1,930)Business Operations & ERPs (1,540)Other (1,425)Productivity (1,202)Marketing (1,146)Data & Analytics (995)File & Document Management (802)CRM - Sales (605)Notifications (580)

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