- Financial Automation
- Expense Tracking
- Automate email expense reports
Create expense reports from labeled emails with receipts
Automatically extract receipt details from labeled emails and compile them into organized expense reports without manual data entry, ensuring all expenditures are captured accurately and promptly. This workflow minimizes time spent sorting, transcribing, and formatting expense data, reducing errors and streamlining reimbursement processes. The solution offers real-time visibility into spending patterns and centralizes report generation for finance teams.
Filter by common apps:
Email by Zapier
Slack
Airtable
Notion
Formatter by Zapier
Gmail
Code by Zapier
Google Sheets
Hnry
Dext
Asana
QuickBooks Online
ClickUp
Filter by Zapier
Microsoft Outlook
- Notify team in Slack and create expense record in Airtable from email
- Notify relevant parties about new expense claims in Notion, format data, and send email updates
Notify relevant parties about new expense claims in Notion, format data, and send email updates
- Extract data from Gmail, run Javascript, format with Formatter, and add rows to Google Sheets
Extract data from Gmail, run Javascript, format with Formatter, and add rows to Google Sheets
- Create expense reports in Hnry from labeled Gmail emails with receipts
Create expense reports in Hnry from labeled Gmail emails with receipts
- Export new processed receipt data from Dext, and raise expense in Hnry
Export new processed receipt data from Dext, and raise expense in Hnry
- Create task in Asana for credit card payments from Gmail receipts, extract amount, and set due date
Create task in Asana for credit card payments from Gmail receipts, extract amount, and set due date
- Create an expense in QuickBooks Online from specific Gmail emails
Create an expense in QuickBooks Online from specific Gmail emails
- Notify accounting via email when expense task is marked as done
Notify accounting via email when expense task is marked as done
- Extract expense details from Outlook emails, format data, and create a new record in Airtable
Extract expense details from Outlook emails, format data, and create a new record in Airtable