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
Every Stripe billing event gets logged to a Supabase table powering a customer-facing billing history page. Customers view and download past invoices self-serve.
Customers self-serve their billing history, reducing billing-related support requests by up to 70%.
Saves ~20 min/week
When a Stripe payment fails, Chargebee takes over with smart dunning — analyzing failure reasons, retrying at optimal times, and sending customized reminders.
Recover 10-25% of failed payments through smarter retry timing, reducing involuntary churn.
Saves ~30 min/week
When Stripe sends a payout, the payout is recorded in QuickBooks and processing fees go to the correct expense account. Accurate profit numbers without manual calculation.
Processing fees are automatically categorized, giving you accurate profit margins.
Saves ~45 min/week
Every Stripe payment creates a matching QuickBooks sales receipt with correct customer, amount, and method. Handles refunds as credit memos too.
QuickBooks matches Stripe in real time, cutting monthly reconciliation from hours to minutes.
Saves ~1 hr/week
When a HubSpot deal closes, a matching invoice is created in QuickBooks with the correct customer, line items, and amounts. No double data entry.
Your books reflect every closed deal automatically, saving hours of manual entry each week.
Saves ~1 hr/week
When a deal moves to Closed Won in HubSpot, a Stripe invoice is created and sent to the customer automatically. You get paid faster and eliminate billing mistakes.
Invoices go out within minutes of closing a deal, cutting time-to-payment by 3-5 days.
Saves ~45 min/week
After each Gusto payroll run, wages, taxes, and benefits are posted to the correct QuickBooks accounts automatically.
Payroll transactions flow into your books accurately, making tax preparation straightforward.
Saves ~45 min/week
When a contractor payment is processed in Gusto, a matching expense entry is created in QuickBooks Online. Your books stay accurate automatically.
Contractor payments appear in your books automatically, saving hours of manual data entry each pay period.
Saves ~1 hr/week
Uses n8n to check QuickBooks daily for overdue invoices and posts a summary to your collections channel. Includes customer name, amount owed, and days past due.
You collect payments faster because overdue accounts get flagged every day, prompting timely follow-ups.
Saves ~40 min/week
Notifies your finance channel in Slack whenever a new invoice is created in QuickBooks Online. Includes customer name, amount, and due date.
Your team has full visibility into invoicing activity, catching errors early and keeping cash flow top of mind.
Saves ~25 min/week
Posts to Slack when a customer cancels their Stripe subscription with customer name and plan details. React quickly to save the customer or learn why they left.
You catch cancellations the same day, giving your team a chance to retain customers before they are gone.
Saves ~25 min/week
Sends a Slack notification every time a customer payment goes through in Stripe. Includes customer name, amount, and product for instant revenue visibility.
Your team sees revenue in real time, boosting morale and helping spot payment issues immediately.
Saves ~30 min/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
