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Finance & Accounting

FINANCE & ACCOUNTING

Finance & Accounting Automation

Eliminate manual financial tasks. Automate invoice processing, expense approvals, reconciliation, and reporting to keep your books accurate and up to date.

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Automation Solutions

Explore ready-to-use automation workflows for Finance & Accounting

Invoice Processing & Approval

Automatically capture invoices, extract key data, route for approval based on amount thresholds, and sync with your accounting system.

Xero Google Drive Slack Gmail

Workflow Steps

1. Invoice received via email/upload
2. Data extracted and validated
3. Routed for approval by amount
4. Approved invoice synced to accounting
5. Payment scheduled and confirmed

Expense Report Automation

Streamline expense submissions with automated receipt capture, policy validation, manager approval, and reimbursement tracking.

Tally Xero Slack Gmail

Workflow Steps

1. Expense report submitted
2. Receipts validated against policy
3. Manager approval requested
4. Approved expenses synced to accounting
5. Reimbursement processed

Monthly Financial Reporting

Automatically compile financial data from multiple sources, generate formatted reports, and distribute them to stakeholders on schedule.

Xero Google Sheets Slack Gmail

Workflow Steps

1. Month-end trigger fires
2. Financial data pulled from sources
3. Report generated and formatted
4. Saved to shared drive
5. Distributed to stakeholders

Payment Reminder & Collection

Automatically track overdue invoices, send graduated payment reminders, and escalate to collections when thresholds are exceeded.

Stripe Xero Gmail Slack

Workflow Steps

1. Invoice due date passed
2. Friendly reminder email sent
3. Second reminder with urgency
4. Escalation to collections team
5. Payment status updated

Explore Other Industries

Discover automation workflows for more industries

Marketing & Growth

Sales & CRM

Customer Support

E-commerce & Retail

Questions & Answers

puq.ai is a powerful workflow automation platform that helps you connect apps and automate repetitive tasks without coding.
puq.ai uses a visual workflow builder where you can add actions to create automated workflows between your favorite apps and services.
puq.ai supports 500+ popular apps and services including Slack, Gmail, Google Sheets, Trello, Shopify, and many more.
Yes, puq.ai uses enterprise-grade security with encrypted connections and follows industry best practices for data protection.
No coding required! puq.ai is designed to be user-friendly with a visual interface that anyone can use.
Yes, you can schedule workflows to run at specific times, intervals, or based on triggers from your connected apps.
Yes, you can start with a free trial to explore puq.ai features and see how it can help automate your workflows.
We offer comprehensive support through documentation, tutorials, and our customer support team to help you succeed.

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