Expense Management Workflows
Business expense tracking
Lexware Invoice Reminder Automation for KlickTipp
This automation connects Lexware Office with KlickTipp to synchronize invoice data and saves them to Google Drive with a fitting share link to trigger automated reminder campaigns. When a new invoice is created in Lexware Office, the scenario retrieves the full invoice details and checks whether the invoice status is open. It then fetches the related customer contact and uploads the invoice to Google to create a share link for the invoice recipient. Then it searches for the contact in KlickTipp using the business email address. If the contact already exists, the record is updated. If the contact does not exist, it is automatically created and subscribed via the selected opt-in process. The automation stores the invoice voucher URL and the payment due date in dedicated custom fields inside KlickTipp. After that, the tag “Lexware | Open Invoice” is assigned to the contact. This setup allows you to trigger automated email campaigns in KlickTipp based on financial events. For example, you can start a friendly payment reminder sequence when the Open Invoice tag is added and stop it once the invoice is paid. The template uses the custom fields “Lexware | Beleg URL” and “Lexware | Zahlungsziel” and requires the tag “Lexware | Open Invoice” to be available in your KlickTipp account. This solution is ideal for businesses that want to connect accounting processes with automated marketing workflows and eliminate manual tag management.
Make$9.99Create an Income in Wave Accounting for every Sendcloud parcel
Every time a Sendcloud parcel is updated to the specified status, Make will automatically book the corresponding sales entry in Wave accounting.
Make$3.99Get new payments via Data Store in Make
New payments will be stored within Make’s datastore, where the payment data will be refreshed every 20 min. Requested data structure: Payment Token, status, email notification. Creator: mollie@wemakefuture.com.
Make$3.99Create YNAB transactions from Shopify orders
A ready-to-use Make workflow that connects Shopify, Ynab. Create YNAB transactions from Shopify orders. Customize and deploy in minutes.
MakeFreeWatch Revolut Business draft payments and add them to Airtable
This Make workflow watches for new draft payments in your Revolut Business account and automatically adds each one as a new record in Airtable. It eliminates manual data entry, helping finance teams maintain accurate, up-to-date logs of pending transactions without switching between apps.
Make$3.99Import new Bank Statement lines in FreeFinance from payments in Stripe
A ready-to-use Make workflow that connects Stripe, Util, Free-finance. Import new Bank Statement lines in FreeFinance from payments in Stripe. Customize and deploy in minutes.
Make$4.99Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets
A ready-to-use Make workflow that connects Harvest, Payment-rails, Google-sheets. Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets. Customize and deploy in minutes.
Make$3.99Create Harvest accounts for new G Suite users
Every time a new user is added to your G Suite organization, Make will automatically create a new user in Harvest.
MakeFreeCreating invoice in Fakturoid from time entries in Harvest - without sorting
After a month finishes, all the time entries from the month are aggregated into a new invoice in Fakturoid. The invoice items are sorted by project. Intended for type of Harvest account "Regular User". The scenario is designed to run every first day in a month.
Make$4.99Create Revolut draft payments to employees from a Toggl report
Create Revolut Business draft payments to your employees from a Toggl time-tracking summary report. The scenario is set to run on the first day of the month (you can change the time by clicking on the watch icon next to the first module but please do not change the day) and it retrieves a summary report for the last month. The setup of the template assumes you have your employee data stored in an Airtable table. Your table has to include these fields: Name of the employee (First name and Last name) and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
Make$4.99Create Revolut draft payments to employees from a Toggl report and send a Slack notification
Create Revolut Business draft payments to your employees from a Toggl time-tracking summary report and send a Slack notification. The scenario is set to run on the first day of the month (you can change it by clicking on the watch icon next to the first module) and it retrieves a summary report for the last month. The setup of the template assumes you have your employee data stored in an Airtable table. Your table has to include these fields: Name of the employee (First name and Last name) and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
Make$4.99Import Stripe invoices to QuickBooks
When a Stripe invoice is paid, this Make workflow triggers and automatically creates a corresponding invoice in QuickBooks. It eliminates manual data entry and keeps your accounting records in sync. Ideal for freelancers and businesses that process payments through Stripe and manage books with QuickBooks.
Make$4.99Transforming the payment settlement reports from Apaleo
Reconciling and booking the settlement reports in your financial accounting system can be painful. This template allows reading and merging the settlement files from Apaleo Pay into one and converting them to an accounting-friendly format.
Make$14.99Add Revolut Business draft payments to Microsoft 365 Excel
Every time a new Revolut Business draft payment is created, Make will automatically add it to Microsoft 365 Excel as a new worksheet row. Your Microsoft 365 Excel worksheet has to contain headers (at least 5 to see the template's default settings).
Make$3.99Create expenses in Earned Value from data in a Google Sheets spreadsheet
A ready-to-use Make workflow that connects Google-sheets, Earned-value. Create expenses in Earned Value from data in a Google Sheets spreadsheet. Customize and deploy in minutes.
Make$2.99Watch Revolut Business draft payments and add them to Google Sheets
This Make workflow monitors your Revolut Business account for new draft payments. When a draft is detected, it automatically adds the payment details as a new row in a Google Sheets spreadsheet. This eliminates manual data entry and keeps your financial records updated in real time. Ideal for businesses managing multiple pending payments.
Make$3.99Transfer Lexware invoice status changes to update KlickTipp segments
This automation connects Lexware Office with KlickTipp to synchronize invoice payment status changes and keep contact tags up to date. When the payment status of an invoice changes in Lexware Office, the scenario retrieves the full invoice details and identifies the related customer contact. It checks whether a business email address is available and then updates the corresponding contact in KlickTipp. If the invoice status is marked as paid, the contact is tagged with “Lexware | Paid Invoice”. If the invoice remains open, the contact is tagged with “Lexware | Open Invoice”. This ensures that your marketing automation always reflects the current financial status of the customer. By automatically updating tags based on real payment events, you can stop reminder campaigns immediately after payment is received and trigger follow up sequences such as thank you emails or onboarding workflows. This template requires the tags “Lexware | Paid Invoice” and “Lexware | Open Invoice” to exist in your KlickTipp account. It is ideal for businesses that want to align accounting processes with automated email communication and eliminate manual tag management errors.
Make$4.99Creating invoice in Fakturoid from time entries in Harvest - sorted by project
After a month finishes, all the time entries from the month are aggregated into a new invoice in Fakturoid. The invoice items are sorted by project. Intended for type of Harvest account "Regular User". The scenario is designed to run every first day in a month.
Make$4.99Add new QuickBooks customers to ActiveTrail as contacts
Every time a new customer is created in QuickBooks, Make will automatically add that customer to ActiveTrail as a new contact.
Make$3.99Record Wave transactions for new Google Sheets rows
This template shows how to export your bank or credit card statements to Wave. Every time a new row of expense (or income) is added to your Google Sheets spreadsheet, Make will automatically create an accounting transaction in Wave. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1Lkltj7IHbQY5afWRBKPelup80jfgPV7pRLGMUpL4K6k/edit#gid=2109159956).
Make$2.99Save new Etsy transactions in Wave by customer
Every time a new Etsy receipt is created, Make will automatically record a new accounting transaction in Wave. If the customer does not exist, Make will automatically create it. Then, an income transaction with the customer's information will be saved in Wave.
Make$4.99Save automatically incoming payments from Ceska Sporitelna account to Google Sheets
This Make automation monitors your Ceska Sporitelna account for new incoming payments and logs each transaction row-by-row into a designated Google Sheets spreadsheet. It saves manual data entry time and ensures your financial records stay current. Ideal for freelancers, small businesses, or anyone who wants a real-time overview of deposits without logging into online banking daily.
Make$2.99Create a Revolut Business draft payment and send an Email notification from a new Shopify order
A ready-to-use Make workflow that connects Shopify, Builtin, Airtable. Create a Revolut Business draft payment and send an Email notification from a new Shopify order. Customize and deploy in minutes.
Make$4.99Creating invoice in Vyfakturuj.cz from time entries in Harvest - sorted by project
After a month finishes, all the time entries from the month are aggregated into a new invoice in Vyfakturuj.cz. The invoice items are sorted by project. Intended for type of Harvest account "Regular User". The scenario is designed to run every first day in a month.
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