Finance templates for a browser agent

• Download statements from all your bank accounts

  Last month's PDF and CSV statements from each bank, named the same way, in one folder.

  On a schedule: On the 2nd of each month at 9:00

  • Any bank site
  • Google Drive

• Find card payments that have no receipt

  Each card payment matched to a receipt from your inbox or folder, with the missing ones listed first.

  You start it: When you start it

  • Any bank site
  • Gmail
  • Google Drive
  • +1 more: Google Sheets

• Asks first

  Categorize bank transactions in QuickBooks

  An account for each transaction in your review list, from your rules and past entries, applied after you approve.

  You start it: When you start it

  • QuickBooks

• Asks first

  Create an expense report from your trip receipts

  Each receipt read and entered with its category and currency, in a report that you check before it goes.

  You start it: When you start it

  • Expensify
  • Gmail
  • Google Drive

• Asks first

  Create client invoices from your tracked hours

  One draft invoice per client from your hours sheet, with rates and dates, sent after you approve it.

  On a schedule: On the 1st of each month at 10:00

  • Google Sheets
  • Xero

• Asks first

  Send reminders for overdue invoices

  Unpaid invoices past their due date, with a polite reminder for each client. You approve each one.

  On a schedule: Every Tuesday at 9:00

  • QuickBooks
  • Gmail

• Asks first

  Pay approved supplier bills from your bank

  A payment for each bill due this week, checked against your records, sent only after you approve it.

  On a schedule: Every Thursday at 10:00

  • Xero
  • Any bank site

• Match Stripe payouts to your bank deposits

  Each payout matched to a deposit, with fees and refunds, and the payouts that did not arrive.

  You start it: When you start it

  • Stripe
  • Any bank site
  • Google Sheets

• Asks first

  Answer a Stripe dispute with evidence

  The order, the delivery proof and your messages for the disputed payment, with a draft answer.

  You start it: When you start it

  • Stripe
  • Shopify
  • Gmail
  • +1 more: Any carrier site

• Compare your budget with actual spending

  Budget against actual for each account, the largest differences first, with the transactions behind them.

  On a schedule: On the 5th of each month at 9:00

  • Xero
  • Google Sheets

• Collect your tax documents for your accountant

  Every tax form from your bank, broker and payroll sites in one folder, with a list of what is still missing.

  You start it: When you start it

  • Any bank site
  • Any government site
  • Google Drive

• Prepare the figures for your VAT return

  Sales and input VAT by rate for the period, checked against your sales platforms, with the box values.

  You start it: When you start it

  • Xero
  • Shopify
  • Stripe
  • +1 more: Google Sheets

• Compare the cost of sending money abroad

  The amount that arrives with each provider for the same transfer, with the fee, the rate and the time.

  You start it: When you start it

  • Wise
  • PayPal
  • Any bank site

• Convert foreign-currency invoices at the official rate

  The official rate for each invoice date and the amount in your currency, ready for your books.

  You start it: When you start it

  • Google Sheets
  • Any website

• Build a 13-week cash flow forecast

  Weekly cash in and out from your bank, open invoices and bills, with the weeks below your minimum marked.

  You start it: When you start it

  • Any bank site
  • Xero
  • Google Sheets

• Check payroll changes before it runs

  Each change against last month, with new staff, leavers, pay changes and bonuses, and the ones not approved.

  On a schedule: On the 20th of each month at 9:00

  • Any admin panel
  • Google Sheets

• Asks first

  Collect W-9 forms from your contractors

  The contractors with no W-9 on file, a request to each one, and the forms saved when they arrive.

  You start it: When you start it

  • QuickBooks
  • Gmail
  • Google Drive

• Break down the fees in your marketplace payouts

  Sales, fees, ads and refunds for each product on each marketplace, with your net after fees.

  You start it: When you start it

  • AAmazon Seller Central
  • Etsy
  • eBay
  • +1 more: Google Sheets

• Asks first

  Enter new supplier bills into Xero

  A draft bill with the supplier, dates, lines and VAT for each new invoice e-mail, saved after you approve it.

  On an event: When a supplier invoice e-mail arrives

  • Gmail
  • Xero

• Prepare the numbers for your investor update

  Revenue, growth, burn, runway and customer count for the month, each with its source.

  On a schedule: On the 3rd of each month at 9:00

  • Stripe
  • Any bank site
  • Google Sheets

• Asks first

  Check team expense claims against your policy

  Each claim checked for limits, receipts and duplicates, with advice to approve or query it.

  On a schedule: Every Wednesday at 10:00

  • Expensify
  • Google Docs

• Build a mileage log from your calendar

  Each business trip with its date, purpose, route and distance, and the total claim at your rate.

  You start it: When you start it

  • Google Calendar
  • Google Maps
  • Google Sheets

• Check supplier invoices against purchase orders

  Each invoice matched to its PO and delivery note, with price, quantity and duplicate problems marked.

  You start it: When you start it

  • Google Drive
  • Google Sheets
  • Xero

• Asks first

  Upload invoices to your clients' billing portals

  Each invoice entered on the right client portal with its PO number, submitted after you approve it.

  You start it: When you start it

  • Any web form
  • Google Drive

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