Expense Management Automation Workflows | Neura Market
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    Expense Management Workflows

    Business expense tracking

    • Create Revolut Business draft payments for Typeform refund requests received by customers

      Retrieve Typeform responses with refund requests for orders (with bank transfer payments) and create a Revolut Business draft payment to initiate the refund back to the customer's bank account. The setup of the template assumes you have your customer's order data stored in an Airtable table. Your table has to include these fields: First name and Last name of the customer, Order ID, Amount and payment details. The Typeform form has to include the Order ID question. 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.

      MakeFree

    • Create 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

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  1. Automated Revolut payment drafts from Airtable database

    A ready-to-use Make workflow that connects Airtable, Revolut. Automated Revolut payment drafts from Airtable database. Customize and deploy in minutes.

    MakeFree

  2. Create Wave Income/Expense from Loyverse receipts

    This template periodically checks for new receipts in Loyverse and uses the retrieved information to check the receipt type. If the type is "Sales" it will create an income in Wave. If the type is "Refund" it will create an expense in Wave. It will also add a new row to a Google Sheet. This example uses [this sheet](https://docs.google.com/spreadsheets/d/1HKxZNi0mUpEF3tR9_dUXMNKQRlnrN6PVl-ldmg0MvLo/edit#gid=0). The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

    MakeFree

  3. Create Wave expenses from new Splitwise expenses

    Every time a new expense is created in Splitwise, Make will automatically create a record for it in Wave accounting.

    MakeFree

  4. Import 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.

    MakeFree

  5. Watch 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.

    MakeFree

  6. Watch 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.

    MakeFree

  7. Create 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.

    MakeFree

  8. Save new Splitwise expenses to Google Sheets

    A ready-to-use Make workflow that connects Splitwise, Google-sheets. Save new Splitwise expenses to Google Sheets. Customize and deploy in minutes.

    MakeFree

  9. Create 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.

    MakeFree

  10. Add 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.

    MakeFree

  11. Save 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.

    MakeFree

  12. Save each item of your new Wave invoices in a Google Sheets spreadsheet

    Each time a new Wave invoice is created, Make automatically stores each item's information (unit price, quantity, date) in a new Google Sheets row.

    MakeFree

  13. Save 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.

    MakeFree

  14. Create a Revolut draft payment from a new Asana task

    A ready-to-use Make workflow that connects Asana, Airtable, Revolut. Create a Revolut draft payment from a new Asana task. Customize and deploy in minutes.

    MakeFree

  15. Automated Revolut payment drafts from Google Sheets

    A ready-to-use Make workflow that connects Google-sheets, Revolut. Automated Revolut payment drafts from Google Sheets. Customize and deploy in minutes.

    MakeFree

  16. Create YNAB transactions from Invoice Ninja invoices

    A ready-to-use Make workflow that connects Invoiceninja, Ynab. Create YNAB transactions from Invoice Ninja invoices. Customize and deploy in minutes.

    MakeFree

  17. Creating 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.

    MakeFree

  18. Add 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).

    MakeFree

  19. Create 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.

    MakeFree

  20. Create draft payments for refund requests received by customers and notify your team for review

    A ready-to-use Make workflow that connects Typeform, Google-sheets, Revolut. Create draft payments for refund requests received by customers and notify your team for review. Customize and deploy in minutes.

    MakeFree

  21. Save your daily Stripe balances to a database

    Get your Stripe daily balances stored conveniently on a Google Spreadsheet and also sent as a notification to the relevant person/team on Slack.

    MakeFree

  22. Transforming 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.

    MakeFree
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