Discover workflows that save your business time and money. See which tools work together and how to set them up.
116 automations found in Get Paid & Manage Money
When CartGhost recovers an abandoned cart and the customer completes their purchase, this workflow automatically creates a sales receipt in QuickBooks Online. You stop manually entering recovered orders and your books stay up to date without extra work.
Save 3 hours/week on manual data entry and keep your books accurate in real time.
Saves ~3 hrs/week
Pull tip data from your POS system into a Coda doc (a flexible spreadsheet and database tool) that automatically calculates each employee's tip totals for the pay period. Then use Make to send each staff member a personal summary so there are no disputes on payday.
Cut tip reconciliation time from 2 hours to 15 minutes per pay period and reduce staff pay disputes.
Saves ~2 hrs/week
When a customer fills out your catering inquiry form in Cognito Forms, Make automatically creates a draft invoice in QuickBooks Online with the event date, guest count, and menu selections already filled in. You review and send it in under 2 minutes instead of building it from scratch.
Save 3 hours/week on catering invoices and collect deposits 2 days faster per event.
Saves ~3 hrs/week
Connect your supplier invoices and QuickBooks Online data to Metabase to build a live dashboard showing your food cost percentage by menu category. You see exactly where your margins are shrinking before it hits your bottom line.
Spot food cost overruns 3 weeks earlier and reduce food cost percentage by up to 3 points.
Saves ~2 hrs/week
When your POS system closes out each day, this workflow pulls your sales totals into QuickBooks Online and flags any gaps between expected and actual cash. You stop spending 45 minutes every morning manually entering numbers and chasing down discrepancies.
Save 4 hours/week on daily reconciliation and catch cash discrepancies the same day they happen.
Saves ~4 hrs/week
Use Make to check your QuickBooks Online accounts receivable (money owed to your practice) daily and automatically create a task in Todoist for any patient balance over a set dollar amount. Your billing team always knows exactly who to call — without digging through reports.
Recover 15% more on overdue patient balances by making sure your team contacts high-balance accounts within 24 hours.
Saves ~2 hrs/week
Connect QuickBooks Online to Equals (a spreadsheet tool that pulls live financial data) so your monthly revenue report updates automatically. You open the report and the numbers are already there — no copy-pasting from QuickBooks.
Save 2 hours every month on financial reporting and always have an up-to-date revenue view ready for your next business review.
Saves ~30 min/week
Right after a patient visit form is submitted, this workflow sends the patient a text or email with a direct payment link for their copay or balance. You collect payment faster without your front desk making follow-up calls.
Collect patient payments 4 days faster on average and save your front desk 4 hours/week on payment follow-up calls.
Saves ~4 hrs/week
Pull your outstanding insurance claims data from QuickBooks Online into Metabase (a data dashboard tool) so you can see which claims are paid, pending, or overdue — all in one place. You stop chasing down payment status across spreadsheets and email threads.
Spot unpaid claims 2x faster and recover an average of 10% more reimbursements by catching overdue claims before they expire.
Saves ~3 hrs/week
When a patient visit is marked complete in your practice management form, this workflow pulls the visit details and creates a billing summary in QuickBooks Online. You get a ready-to-send statement without manually re-entering any data.
Cut billing prep time by 3 hours/week and reduce data entry errors by sending accurate statements within minutes of each visit.
Saves ~3 hrs/week
Every time a new deal or payment is recorded in your CRM or spreadsheet tool, Make automatically creates the matching entry in QuickBooks Online. You stop re-entering invoice amounts, client names, and payment dates by hand. Your books stay current without extra work.
Save 4 hours/week on manual bookkeeping and reduce billing errors by 90%.
Saves ~4 hrs/week
You paste your raw work notes into a Coda doc (Coda is an all-in-one doc and database tool), and ChatGPT reads them to pull out billable tasks and amounts automatically. Those line items then flow into QuickBooks Online as a ready-to-send invoice.
Save 6 hours/week and capture up to 20% more billable time by letting AI pull every task from your notes.
Saves ~6 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
