- 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:
PaintScout
Google Sheets
Zoho Invoice
Clio
Zapier Tables
Formatter by Zapier
Trello
Filter by Zapier
Zendesk
Runrun.it
Follow Up Boss
BrokerEngine
- 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 client matter information in Clio and Google Sheets when data changes
Update client matter information in Clio and Google Sheets when data changes
- 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
- Update budget tracking spreadsheet when a tag is added in Follow Up Boss
Update budget tracking spreadsheet when a tag is added in Follow Up Boss
- Update tracking sheet with application details from BrokerEngine, format date, and find or create row in Google Sheets
Update tracking sheet with application details from BrokerEngine, format date, and find or create row in Google Sheets