- Financial Automation
- Financial Reporting
- Automate financial report storage
Process and store financial reports received via email
Automatically extracting financial report data from incoming emails and populating a centralized storage solution streamlines your reporting process. This automation ensures consistent data capture, reduces manual entry errors, and accelerates decision-making by providing up-to-date financial information. By organizing reports into a single repository and triggering follow-up tasks, teams can maintain transparency and accountability throughout the review cycle.
Filter by common apps:
Qonto
Microsoft SharePoint
Email Parser by Zapier
Formatter by Zapier
Looping by Zapier
Google Sheets
Gmail
Filter by Zapier
Mailparser
Airtable
Microsoft To Do
- Upload updated transaction attachments from Qonto to Microsoft SharePoint for financial reporting
- Process delivery data from Email Parser by Zapier, format with Formatter by Zapier, loop through items, and update Google Sheets
Process delivery data from Email Parser by Zapier, format with Formatter by Zapier, loop through items, and update Google Sheets
- Extract financial statement data from Gmail attachments and add to Google Sheets
Extract financial statement data from Gmail attachments and add to Google Sheets
- Process financial data from Mailparser to Airtable for weekly reporting
Process financial data from Mailparser to Airtable for weekly reporting
- Receive financial reports via Gmail, format dates, upload to SharePoint, and create tasks in Microsoft To Do
Receive financial reports via Gmail, format dates, upload to SharePoint, and create tasks in Microsoft To Do
