Automate your finance stack
In finance, you spend your time keeping numbers accurate. Let Zapier handle your invoice processing, expense approvals, and more with built-in logic and conditions. With thousands of secure app integrations—including hundreds of AI apps—you'll reclaim your time to focus on work only you can do.
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Solutions for every financial process
Every finance team runs on a mix of tools, like an ERP, accounting software, and expense apps. The solutions below lead to pre-built, customizable workflow templates that connect those tools—so invoices move automatically, approvals stay on track, and your AI apps slot right into your existing stack. And with built-in security and governance, your finance ops can move faster without risking financial data, audit trails, or the trust you've worked so hard to build with leadership.
Accounts payable
Streamline invoice processing with automated invoice capture, approval routing, payment tracking, and vendor updates
Revenue operations
Streamline revenue ops with automated forecasting, pipeline tracking, billing handoffs, and commission updates
Expense management
Simplify company spend with automated receipt capture, approval routing, reimbursement tracking, and policy checks
Audit & controls
Strengthen audit readiness with automated evidence collection, control testing, issue tracking, and compliance reporting
Accounting
Simplify accounting workflows with automated invoicing, expense tracking, payment collection, and financial reporting
Accounts receivable
Accelerate cash collection with automated invoice creation, payment reminders, collections follow-up, and aging reports
Tax management
Simplify tax compliance with automated calculations, deadline tracking, document collection, and reporting
Financial documentation
Simplify financial records with automated invoice creation, expense tracking, approval routing, and audit logging
Loan management
Accelerate loan processing with automated application intake, document collection, approval routing, and payment tracking
Wealth management
Streamline client portfolio ops with automated onboarding, performance reporting, compliance reviews, and client updates
Payment operations
Accelerate cash flow with automated invoice collection, payment reconciliation, failed payment recovery, and payout tracking
FinTech operations
Accelerate FinTech ops with automated payment workflows, fraud alerts, reconciliation, and compliance reporting
Banking operations
Accelerate banking ops with automated account opening, payment processing, fraud alerts, and compliance reporting
Financial reporting
Accelerate financial reporting with automated close reporting, variance analysis, KPI tracking, and board reporting
Financial planning & analysis
Accelerate financial planning with automated budgeting, forecasting, variance analysis, and reporting workflows
Treasury management
Strengthen cash control with automated cash positioning, forecasting, payment approvals, and bank reporting
Procure to pay
Accelerate payables with automated purchase requests, vendor onboarding, invoice approvals, and payment reconciliation
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
What is finance automation?
Finance automation uses software to do repetitive tasks for you across every financial process. That way, you can keep records accurate and make confident decisions.
Finance challenges automation solves
Invoices get stuck waiting for approval
Expense reviews take too many back and forths
Reconciliation eats up hours every week
Budget tracking is always a step behind
Audit prep turns into a document hunt
Vendor payment updates live in too many places
How it works
Finance automation connects your tools, triggers actions from transaction data, and streamlines workflows across approvals, reconciliation, and reporting. Route invoices, flag exceptions, and update dashboards automatically—without chasing down records by hand.
Step 1
Connect your tools
Integrate your ERP, accounting software, expense apps, invoicing tools, and reporting platforms.
Step 2
Define triggers
Set actions to run when invoices arrive, expenses are submitted, payments clear, or budgets change.
Step 3
Automate & measure
Route approvals, send reminders, flag exceptions, and update dashboards automatically.
Transform your finance with Zapier
Elevate your finance operations with Zapier's powerful automation tools. Process invoices, streamline approvals, and improve reporting—and that's just the start.
Invoice and payment workflows
Keep every payment process moving
Automate invoice intake, routing, and payment updates across your finance stack. Send new invoices from email or forms into your ERP, notify approvers, and track payment status in real time.
Capture invoices from any source
Automatically pull invoices from email, forms, or vendor portals into your accounting system so nothing waits in an inbox.
Route payments for faster approval
Next, send each payment request to the right approver based on amount, vendor, or department to keep reviews moving.
Flag overdue invoices early
Then flag unpaid invoices as due dates approach and alert the right owner before payment delays create bigger issues.
Notify teams when payments clear
Once a payment is processed, notify finance, procurement, or vendors in Slack or email so everyone has the latest status.
Track vendor payment status
Finally, update payment status across your ERP, spreadsheets, and reporting tools so vendor records stay current.
Connect your apps to build a more efficient workflow
Zapier integrates with thousands of tools so you can automate processes across your stack, streamline work, and keep everything in sync.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.