- Financial Automation
- Expense Tracking
- Auto-track expenses
Track and manage new expenses in project management boards
This automation streamlines the process of capturing and organizing new expense records by automatically adding them to project management boards, ensuring all project costs are tracked in real time. It reduces manual data entry by syncing expense data from financial or receipt apps directly into task boards, preserving all relevant details and attachments. Teams gain instant visibility into budget impacts, improving financial oversight and project planning efficiency.
Filter by common apps:
monday.com
QuickBooks Online
Formatter by Zapier
Filter by Zapier
Asana
Notion
Splitwise
Microsoft SharePoint
Dext
Xero
- Create an expense in QuickBooks Online when a status changes in monday.com
- Process and upload employee expense reports in monday.com when column value changes
Process and upload employee expense reports in monday.com when column value changes
- Create task in Asana for new QuickBooks Online expense with formatted details
Create task in Asana for new QuickBooks Online expense with formatted details
- Create an expense in Splitwise when a new item is added in Notion
Create an expense in Splitwise when a new item is added in Notion
- Create new list item in SharePoint when a new expense is recorded in QuickBooks Online
Create new list item in SharePoint when a new expense is recorded in QuickBooks Online
- Export receipt data from Dext, and create items in monday.com
Export receipt data from Dext, and create items in monday.com
- Stay on Top of Your Budget: Automatically Create Project Items in monday.com for New QuickBooks Online Expenses
Stay on Top of Your Budget: Automatically Create Project Items in monday.com for New QuickBooks Online Expenses
- Create an expense in QuickBooks Online when a value changes in monday.com
Create an expense in QuickBooks Online when a value changes in monday.com
- Create draft bill in Xero from updated expense details in monday.com
Create draft bill in Xero from updated expense details in monday.com