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 your team marks a production milestone as complete in your project tracker, this workflow automatically creates a progress invoice in QuickBooks Online and sends it to your customer. You stop chasing down billing paperwork and get paid faster at each stage of a long manufacturing job.
Cut billing delays by 3 days per milestone and save 4 hours/week on manual invoice creation.
Saves ~4 hrs/week
Every morning, Make checks QuickBooks Online for invoices past their due date and creates a follow-up task in Todoist (a task manager) with the client name, amount owed, and days overdue. Your team sees exactly who to call without digging through QuickBooks.
Reduce average days outstanding on invoices by 8 days and save 2 hours/week on collections tracking.
Saves ~2 hrs/week
When QuickBooks Online marks an international invoice as due, Make triggers a payment initiation in Wise (a low-fee international transfer tool) and logs the transaction back to QuickBooks Online. You stop paying high bank wire fees and cut the manual steps to zero.
Cut international transfer fees by up to 6x and save 90 minutes/week on manual payment logging.
Saves ~2 hrs/week
Use Cognito Forms (an online form builder) to create a client intake form that collects payment before you start their return. Make routes the completed form and payment confirmation into QuickBooks Online as a new invoice, so your books stay clean automatically.
Eliminate unpaid returns and save 2 hours/week on manual invoice creation for new tax clients.
Saves ~2 hrs/week
Pull payment data from QuickBooks Online into Metabase (a reporting tool that turns data into charts) to show real-time revenue, outstanding balances, and collected fees by service type. You see exactly where your money stands without building a single spreadsheet.
Cut financial reporting time by 4 hours/week and spot unpaid invoices 2x faster during tax season.
Saves ~4 hrs/week
When a client's prepaid retainer balance drops below a set threshold in QuickBooks Online, this workflow automatically sends them a replenishment request and logs the alert in Notion. You stop chasing clients manually and get paid before work stalls.
Recover retainer payments 7 days faster and save 3 hours/week on manual balance checks.
Saves ~3 hrs/week
When you mark a deal or project as complete in Notion, Make creates the invoice in QuickBooks Online without you touching a single field. This keeps your books current and cuts the lag between finishing work and billing for it. You get paid faster because invoices go out the same day.
Cut invoice creation time by 45 minutes/week and send invoices 3 days faster on average.
Saves ~45 min/week
Describe your ideal invoicing workflow to CatDoes and it builds a custom app with your branding, fields, and logic. Then connect it to QuickBooks Online so every invoice your app creates automatically appears in your accounting software. You stop paying for invoice tools that don't fit your process.
Cut invoice processing time by 4 hours/week and eliminate double data entry errors.
Saves ~4 hrs/week
When you close a Help Scout conversation that's tagged as billable work, this workflow logs the time and customer details in QuickBooks Online (accounting software for small businesses) so you can invoice right away. You stop losing billable hours because someone forgot to log them. Every closed ticket becomes a billing record automatically.
Recover an average of $500/month in previously unbilled support time.
Saves ~2 hrs/week
When you finish a Google Meet call with a client, Make can create or update that client's contact record in QuickBooks Online (your accounting software). It logs the call date and any notes so your billing history stays current. You spend less time doing data entry and more time doing the actual work.
Save 1 hour/week on data entry and avoid missing billable client interactions.
Saves ~1 hr/week
When someone fills out a Facebook Lead Ad form in Meta Business Suite, Make automatically creates a new customer record in QuickBooks Online. You get the lead's contact info in your accounting tool right away — no manual data entry needed.
Save 2 hours/week on data entry and follow up with new leads same day.
Saves ~2 hrs/week
Every night, your Toast sales data automatically flows into QuickBooks Online (your accounting software). You get accurate revenue, tax, and tip records without typing a single number by hand. This keeps your books clean and your accountant happy.
Save 4 hours/week on manual data entry and close your books 3 days faster each month.
Saves ~4 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
