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
If you sell some tickets through Eventbrite and collect other payments through PayPal Business, this workflow pulls both into one Notion database so you see your total event revenue in one place. You stop jumping between two platforms to understand how your event is selling.
See your complete event revenue in one place and save 1.5 hours per event in manual reconciliation.
Saves ~2 hrs/week
When a customer fills out a Cognito Forms order form (an online form builder), this workflow grabs their details and sends them a PayPal Business invoice automatically. You get paid faster without writing a single invoice by hand.
Send invoices within 2 minutes of every order and cut your invoicing time by 4 hours/week.
Saves ~4 hrs/week
Every time a customer pays you through PayPal Business, this workflow creates a matching transaction in QuickBooks Online. You stop copying payment details by hand and your books stay accurate without extra work.
Save 3 hours/week on manual data entry and close your books 2 days faster each month.
Saves ~3 hrs/week
After Justworks processes payroll, this automation pushes the payroll totals into QuickBooks Online as journal entries (records that track money in and out). You stop manually entering payroll numbers into your accounting software every two weeks. Your books stay accurate without extra data entry.
Save 3 hours/month on payroll bookkeeping and reduce data entry errors by keeping QuickBooks always up to date.
Saves ~45 min/week
When you close a project in your project tool, this workflow drafts and sends an invoice from QuickBooks Online to your client's email via Gmail. You stop remembering to invoice manually. You get paid faster because the invoice goes out the same day the work is done.
Get paid 4 days faster and save 2 hours/week by automating invoice delivery at project close.
Saves ~2 hrs/week
When a customer fills out your product or service order form in Google Forms, the details automatically create a draft invoice in QuickBooks Online. You review it, click send, and you're done. No more retyping order details into your accounting software.
Save 4 hours/week on invoice creation and get invoices out the same day orders come in.
Saves ~4 hrs/week
When you close out your Square register each day, this automation sends your sales totals, taxes, and fees straight to QuickBooks Online. You skip manual data entry and always have clean books ready for tax time. It takes about 10 minutes to set up and runs on its own after that.
Save 4 hours/week on bookkeeping and close your books 3 days faster each month.
Saves ~4 hrs/week
Clockify sends billable hours directly to QuickBooks, where they become line items on client invoices. Bill for every minute without manual time entry on invoices.
Recover 10-15% more billable revenue and cut invoicing time by 75%.
Saves ~3 hrs/week
Approved Expensify reports auto-post to the correct Sage Intacct general ledger accounts. Skip manual journal entries and focus on analysis.
Speed up month-end close by 2-3 days by eliminating manual expense entries.
Saves ~4 hrs/week
When a manager approves an expense report in Expensify, it automatically creates a bill in QuickBooks. Finance reviews and pays instead of re-entering every line item.
Reimburse employees 3x faster and eliminate duplicate data entry for expense reports.
Saves ~3 hrs/week
Ramp captures receipt photos and matches them to the right QuickBooks transaction. Books stay clean and audit-ready without chasing missing receipts.
Cut month-end reconciliation time in half and stay audit-ready year-round.
Saves ~2 hrs/week
When your team spends on a Ramp card, the transaction shows up in QuickBooks with the right category. No more downloading CSVs or typing in expenses by hand.
Eliminate 3-5 hours per week of manual expense entry and reduce errors by 90%.
Saves ~4 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
