- Financial Automation
- Financial Record Keeping
- Financial Data Capture
Capture and organize financial verification data from submissions
Automating the capture and organization of financial verification data streamlines the collection, parsing, and storage of sensitive financial inputs across forms and documents without manual intervention. Users benefit from reduced data entry errors, real-time updates, and secure centralized records. This allows finance teams to focus on analysis instead of processing paperwork.
Filter by common apps:
Ignition
Filter by Zapier
Google Sheets
Pipefy
Formatter by Zapier
Gmail
Dropbox
Chatwork
Typeform
Ortto
Lawmatics
Jotform
Airtable
Gravity Forms
MySQL
SQL Server
DonorDock
QuickBooks Online
CraftMyPDF.com
- Add new entry to financial tracking document in Google Sheets when proposal is accepted in Ignition
- Capture and organize financial data from Pipefy to Google Sheets
Capture and organize financial data from Pipefy to Google Sheets
- Save financial statement emails, upload attachments to Dropbox, and notify team with Chatwork task
Save financial statement emails, upload attachments to Dropbox, and notify team with Chatwork task
- Capture form submissions from Typeform, process data with Formatter, and update records in Ortto
Capture form submissions from Typeform, process data with Formatter, and update records in Ortto
- Extract and update financial values in Lawmatics from form submissions
Extract and update financial values in Lawmatics from form submissions
- Capture financial verification data from Jotform submissions, and create records in Airtable
Capture financial verification data from Jotform submissions, and create records in Airtable
- Capture cash count data from Gravity Forms and add rows to MySQL, and SQL Server
Capture cash count data from Gravity Forms and add rows to MySQL, and SQL Server
- Create deposit in QuickBooks when new gift is created in DonorDock
Create deposit in QuickBooks when new gift is created in DonorDock
- Generate and send personalized financial statements with Airtable, CraftMyPDF.com, and Gmail
Generate and send personalized financial statements with Airtable, CraftMyPDF.com, and Gmail