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
When a contractor payment is processed in Gusto, a matching expense entry is created in QuickBooks Online. Your books stay accurate automatically.
Contractor payments appear in your books automatically, saving hours of manual data entry each pay period.
Saves ~1 hr/week
Uses n8n to check QuickBooks daily for overdue invoices and posts a summary to your collections channel. Includes customer name, amount owed, and days past due.
You collect payments faster because overdue accounts get flagged every day, prompting timely follow-ups.
Saves ~40 min/week
Notifies your finance channel in Slack whenever a new invoice is created in QuickBooks Online. Includes customer name, amount, and due date.
Your team has full visibility into invoicing activity, catching errors early and keeping cash flow top of mind.
Saves ~25 min/week
Posts to Slack when a customer cancels their Stripe subscription with customer name and plan details. React quickly to save the customer or learn why they left.
You catch cancellations the same day, giving your team a chance to retain customers before they are gone.
Saves ~25 min/week
Sends a Slack notification every time a customer payment goes through in Stripe. Includes customer name, amount, and product for instant revenue visibility.
Your team sees revenue in real time, boosting morale and helping spot payment issues immediately.
Saves ~30 min/week
Automatically generates and sends invoices when orders are marked complete with payment tracking
Get paid faster with consistent billing and automated payment reminders
Generate real-time budget reports with alerts for overspending trends
Prevent budget overruns before they happen
Automate cost tracking by integrating accounting software (e.g., QuickBooks) with project management tools
Control project costs with real-time visibility
Integrate accounting software (e.g., QuickBooks) with reporting tools to automate financial statement generation
Generate financial statements in minutes not hours
Send automated reminders for upcoming or overdue payments
Reduce late payments with timely, friendly reminders
Automate rent collection with recurring payment setups via Stripe or PayPal integrations
Ensure steady cash flow with automatic collections
Set up automated payment reminders for overdue invoices via email or SMS integrations
Improve cash flow with gentle, persistent reminders
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
