Discover workflows that save your business time and money. See which tools work together and how to set them up.
25 automations found in Get Paid & Manage Money
Clockify sends billable hours directly to QuickBooks, where they become line items on client invoices. Bill for every minute without manual time entry on invoices.
Recover 10-15% more billable revenue and cut invoicing time by 75%.
Saves ~3 hrs/week
Approved Expensify reports auto-post to the correct Sage Intacct general ledger accounts. Skip manual journal entries and focus on analysis.
Speed up month-end close by 2-3 days by eliminating manual expense entries.
Saves ~4 hrs/week
When a manager approves an expense report in Expensify, it automatically creates a bill in QuickBooks. Finance reviews and pays instead of re-entering every line item.
Reimburse employees 3x faster and eliminate duplicate data entry for expense reports.
Saves ~3 hrs/week
Ramp captures receipt photos and matches them to the right QuickBooks transaction. Books stay clean and audit-ready without chasing missing receipts.
Cut month-end reconciliation time in half and stay audit-ready year-round.
Saves ~2 hrs/week
When your team spends on a Ramp card, the transaction shows up in QuickBooks with the right category. No more downloading CSVs or typing in expenses by hand.
Eliminate 3-5 hours per week of manual expense entry and reduce errors by 90%.
Saves ~4 hrs/week
Every Stripe billing event gets logged to a Supabase table powering a customer-facing billing history page. Customers view and download past invoices self-serve.
Customers self-serve their billing history, reducing billing-related support requests by up to 70%.
Saves ~20 min/week
When a Stripe payment fails, Chargebee takes over with smart dunning — analyzing failure reasons, retrying at optimal times, and sending customized reminders.
Recover 10-25% of failed payments through smarter retry timing, reducing involuntary churn.
Saves ~30 min/week
When Stripe sends a payout, the payout is recorded in QuickBooks and processing fees go to the correct expense account. Accurate profit numbers without manual calculation.
Processing fees are automatically categorized, giving you accurate profit margins.
Saves ~45 min/week
Every Stripe payment creates a matching QuickBooks sales receipt with correct customer, amount, and method. Handles refunds as credit memos too.
QuickBooks matches Stripe in real time, cutting monthly reconciliation from hours to minutes.
Saves ~1 hr/week
When a HubSpot deal closes, a matching invoice is created in QuickBooks with the correct customer, line items, and amounts. No double data entry.
Your books reflect every closed deal automatically, saving hours of manual entry each week.
Saves ~1 hr/week
When a deal moves to Closed Won in HubSpot, a Stripe invoice is created and sent to the customer automatically. You get paid faster and eliminate billing mistakes.
Invoices go out within minutes of closing a deal, cutting time-to-payment by 3-5 days.
Saves ~45 min/week
After each Gusto payroll run, wages, taxes, and benefits are posted to the correct QuickBooks accounts automatically.
Payroll transactions flow into your books accurately, making tax preparation straightforward.
Saves ~45 min/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
