- Financial Automation
- Financial Monitoring
- Automate financial report storage
Process and store financial reports and statements for monitoring
Automate the collection, parsing, and centralized storage of financial reports and statements to ensure timely visibility and reliable record-keeping. By integrating email, document parsing, and database or cloud-storage workflows, you eliminate manual data entry, reduce errors, and maintain up-to-date financial records. This approach empowers finance teams to monitor performance, generate insights, and respond to compliance or audit requirements with minimal effort.
Filter by common apps:
Schedule by Zapier
Webhooks by Zapier
Google Sheets
Code by Zapier
SQL Server
Filter by Zapier
Formatter by Zapier
Slack
Google Forms
ClickUp
Société.com
Google Docs
Google BigQuery
Docparser
Jotform
Microsoft Teams
Microsoft Outlook
Microsoft Excel
Transax
- Retrieve financial data, create a spreadsheet in Google Sheets, and schedule with Schedule by Zapier
- Collect financial data, process it, and store results in Google Sheets
Collect financial data, process it, and store results in Google Sheets
- Monitor financial data changes, apply calculations, and notify Slack channel
Monitor financial data changes, apply calculations, and notify Slack channel
- Collect cash flow data, update Google Sheets, notify Slack channel, and create ClickUp subtask
Collect cash flow data, update Google Sheets, notify Slack channel, and create ClickUp subtask
- Gather financial information from Socit.com, and append to Google Docs every hour
Gather financial information from Socit.com, and append to Google Docs every hour
- Extract data from Slack messages, filter results, and create rows in Google BigQuery
Extract data from Slack messages, filter results, and create rows in Google BigQuery
- Notify team members via Microsoft Teams and Outlook about the daily financial report after processing documents with Docparser and Jotform
Notify team members via Microsoft Teams and Outlook about the daily financial report after processing documents with Docparser and Jotform
- Gather weekly customer data, send custom request, format date, and add row in Excel
Gather weekly customer data, send custom request, format date, and add row in Excel
- Retrieve financial application information from Transax, and run Javascript code
Retrieve financial application information from Transax, and run Javascript code