- Financial Automation
- Expense Tracking
- Real-time expense syncing
Update financial tracking spreadsheets with new expense submissions
Automatically updating financial tracking spreadsheets streamlines expense management by transferring new submissions into a centralized system in real time. This ensures that records are always current, reducing manual entry errors and saving time on reconciliation. By keeping data in sync, teams gain up-to-date visibility into spending patterns and can make faster, more informed budgeting decisions.
Filter by common apps:
Follow Up Boss
Google Sheets
bunq
Clio
PaintScout
Zoho Invoice
Zapier Tables
Formatter by Zapier
Trello
Filter by Zapier
Zendesk
Runrun.it
- Update budget tracking spreadsheet when a tag is added in Follow Up Boss
- Update client matter information in Clio and Google Sheets when data changes
Update client matter information in Clio and Google Sheets when data changes
- Update job cost in Google Sheets when quote status changes in PaintScout
Update job cost in Google Sheets when quote status changes in PaintScout
- Update Google Sheets with new expenses from Zoho Invoice
Update Google Sheets with new expenses from Zoho Invoice
- Update cost reports in Zapier Tables based on record changes, and format text and numbers
Update cost reports in Zapier Tables based on record changes, and format text and numbers
- Update financial tracking spreadsheet when a Trello card is archived
Update financial tracking spreadsheet when a Trello card is archived
- Delete budget entries in Google Sheets when Zendesk ticket is updated to closed
Delete budget entries in Google Sheets when Zendesk ticket is updated to closed
- Create task in Runrun.it for new or updated entry in Google Sheets
Create task in Runrun.it for new or updated entry in Google Sheets