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.
Con la confianza de 3,4 millones de empresas
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
Accelerate invoice operations with automated invoice capture, vendor onboarding, payment approvals, and remittance tracking
Operaciones de ingresos
Accelerate revenue planning with automated forecasting, billing workflows, compensation updates, and CRM handoffs
Expense management
Control company spend with automated card tracking, expense reporting, reimbursement processing, and SaaS spend oversight
Audit & controls
Strengthen audit readiness with automated audit trails, fraud alerts, controls testing, and evidence collection
Contabilidad
Simplify accounting workflows with automated bookkeeping, account reconciliation, financial close, and revenue recognition
Accounts receivable
Accelerate cash flow with automated collections outreach, credit reviews, dunning sequences, and invoice follow-up
Tax management
Simplify tax compliance with automated document collection, tax prep workflows, sales tax tracking, and filing alerts
Financial documentation
Accelerate financial documentation with automated document capture, OCR extraction, analysis, and classification
Loan management
Accelerate loan workflows with automated application intake, servicing updates, mortgage tracking, and approval alerts
Wealth management
Elevate client service with automated client outreach, onboarding workflows, and portfolio reporting
Payment operations
Accelerate payment ops with automated payment processing, reconciliation, order-to-cash, and refund workflows
FinTech operations
Streamline fintech ops with automated transaction monitoring, wallet updates, asset tracking, and exception alerts
Banking operations
Accelerate banking ops with automated account opening and closing, document processing, transaction monitoring, and process routing
Financial reporting
Accelerate financial reporting with automated statement prep, management reporting, investment reporting, and regulatory filing
Financial planning & analysis
Accelerate financial planning with automated budgeting, cash forecasting, and budget approval workflows
Treasury management
Strengthen cash visibility with automated cash position monitoring, bank reconciliation, liquidity forecasting, and fund transfers
Procure to pay
Accelerate purchasing with automated approvals, purchase orders, supplier reviews, and payment handoffs
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
Cómo funciona
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.
Paso 1
Connect your tools
Integrate your ERP, accounting software, expense apps, invoicing tools, and reporting platforms.
Paso 2
Define triggers
Set actions to run when invoices arrive, expenses are submitted, payments clear, or budgets change.
Paso 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 nos ayuda a cerrar mucho más del 50% de tratos que si no lo haríamos sin él. Es un elemento clave de nuestra estrategia global y, por tanto, de nuestro discurso de ventas.
Raphael Bochner, Fundador y 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.