Finance & Admin automations
Chase invoices, log receipts and keep bills, contracts and cash flow on track.
- 1099 / Contractor Form TrackerFinance & AdminTracks which contractors still owe tax forms, with reminders until they're in.Saves ~1 hr/weekGmail · Sheets
- Bank Alert DigestFinance & AdminLarge or unusual bank activity becomes a daily plain-English digest.Saves ~30 min/weekGmail · Sheets
- Bill Payment RemindersFinance & AdminA monthly digest of every bill due in the next 7 days — nothing slips past due again.Saves ~30 min/weekGmail
- Budget vs Actual DigestFinance & AdminYour budget vs real spend, compared weekly in one Slack line per category.Saves ~30 min/weekSheets · Slack
- Cash Flow ForecastFinance & AdminProjects next month's cash from invoices, bills, and patterns — with the pinch points.Saves ~1 hr/weekSheets
- Client Billing Status TrackerFinance & AdminEvery client's billing status on one Slack board — who paid, who's overdue, who's next.Saves ~1 hr/weekStripe · Slack
- Contract Clause Risk FlaggerFinance & AdminUpload a contract, get a first-pass flag of nonstandard or risky clauses — not legal advice.Saves ~2 hrs/weekClaude
- Contract Risk ScannerFinance & AdminExtracts every deadline, obligation, and red flag from contracts into a tracker sheet.Saves ~3 hrs/weekGmail · Sheets
- Credit Card Statement CategorizerFinance & AdminEvery charge on your card, auto-categorized and reconciled against your ledger.Saves ~1 hr/weekGmail · Sheets
- Expense & Receipt Auto-LoggerFinance & AdminForward a receipt email or snap a photo — it gets read, categorized, and logged.Saves ~2 hrs/weekGmail · Sheets
- Invoice Data ExtractorFinance & AdminEvery invoice PDF becomes a clean row in your books — no manual data entry.Saves ~2 hrs/weekGmail · Sheets
- Monthly Statement SummarizerFinance & AdminBank and card statements become a one-page plain-English monthly summary.Saves ~1 hr/weekGmail · Claude
- Polite Invoice ChaserFinance & AdminFollows up on unpaid invoices at 7, 14, and 30 days in your voice.Saves ~2 hrs/weekGmail · Sheets
- Proposal / Quote GeneratorFinance & AdminA short intake form feeds a template, and AI drafts the first-pass proposal.Saves ~3 hrs/weekTypeform · Claude
- Refund Eligibility CheckerFinance & AdminRefund requests are checked against your policy and routed — refund or soft-decline.Saves ~1 hr/weekStripe
- Stripe Invoice RemindersFinance & AdminOverdue Stripe invoices get automatic, escalating reminder emails — with a pay link.Saves ~1 hr/weekStripe · Gmail
- Subscription Audit & Renewal TrackerFinance & AdminEvery SaaS subscription logged, with renewal dates and a 'cancel if unused' score.Saves ~1 hr/weekGmail · Sheets
- Timesheet CollectorFinance & AdminWeekly timesheets auto-collected from your team, validated, and summed in one sheet.Saves ~1 hr/weekSheets
- Vendor Payment SchedulerFinance & AdminVendor invoices approved become scheduled payments, with a monthly review.Saves ~1 hr/weekStripe · Gmail