Make Expense Management Workflows
44 ready-to-import Make expense management workflows. Every template below is a real, downloadable Make build — import it and start automating.
Make Expense Management templates
- Lexware Invoice Reminder Automation for KlickTippThis automation connects Lexware Office with KlickTipp to synchronize invoice data and saves them to Google Drive with a fitting share link to trigger automatedMake3$9.99
- Watch Revolut Business draft payments and add them to AirtableThis 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 maMake13$3.99
- Creating invoice in Vyfakturuj.cz from time entries in Harvest - sorted by projectAfter 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. IntendeMake10$4.99
- Save new Etsy transactions in Wave by customerEvery 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 automatMake113$4.99
- Save new Splitwise expenses to Google SheetsA ready-to-use Make workflow that connects Splitwise, Google-sheets. Save new Splitwise expenses to Google Sheets. Customize and deploy in minutes.MakeFree
- Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google SheetsA 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 Make$3.99
- Transforming the payment settlement reports from ApaleoReconciling and booking the settlement reports in your financial accounting system can be painful. This template allows reading and merging the settlement filesMake190$14.99
- Get new payments via Data Store in MakeNew payments will be stored within Make’s datastore, where the payment data will be refreshed every 20 min. Requested data structure: Payment Token, status, emaMake33$3.99
- Record Wave transactions for new Google Sheets rowsThis 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 spreadMake25$2.99
- Save automatically incoming payments from Ceska Sporitelna account to Google SheetsThis Make automation monitors your Ceska Sporitelna account for new incoming payments and logs each transaction row-by-row into a designated Google Sheets spreaMake20$2.99
- Create Revolut draft payments to employees from a Toggl report and send a Slack notificationCreate 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 Make16$4.99
- Watch Revolut Business draft payments and add them to Google SheetsThis 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 rMake20$3.99
- Create Harvest accounts for new G Suite usersEvery time a new user is added to your G Suite organization, Make will automatically create a new user in Harvest.Make6Free
- Add Revolut Business draft payments to Microsoft 365 ExcelEvery 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 ExMake18$3.99
- Save your daily Stripe balances to a databaseGet your Stripe daily balances stored conveniently on a Google Spreadsheet and also sent as a notification to the relevant person/team on Slack.Make73$3.99
- Create Wave expenses from new Splitwise expensesEvery time a new expense is created in Splitwise, Make will automatically create a record for it in Wave accounting.Make7Free
- Import Stripe invoices to QuickBooksWhen a Stripe invoice is paid, this Make workflow triggers and automatically creates a corresponding invoice in QuickBooks. It eliminates manual data entry and Make238$4.99
- Create Revolut draft payments to employees from a Toggl reportCreate 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 (yoMake10$4.99
- Add new QuickBooks customers to ActiveTrail as contactsEvery time a new customer is created in QuickBooks, Make will automatically add that customer to ActiveTrail as a new contact.Make3$3.99
- Create YNAB transactions from Shopify ordersA ready-to-use Make workflow that connects Shopify, Ynab. Create YNAB transactions from Shopify orders. Customize and deploy in minutes.MakeFree
- Import new Bank Statement lines in FreeFinance from payments in StripeA ready-to-use Make workflow that connects Stripe, Util, Free-finance. Import new Bank Statement lines in FreeFinance from payments in Stripe. Customize and depMake$4.99
- Create expense reports in Expensify from Airtable recordsA ready-to-use Make workflow that connects Airtable, Expensify. Create expense reports in Expensify from Airtable records. Customize and deploy in minutes.Make$3.99
- Creating invoice in Fakturoid from time entries in Harvest - sorted by projectAfter 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 foMake18$4.99
- Create an Income in Wave Accounting for every Sendcloud parcelEvery time a Sendcloud parcel is updated to the specified status, Make will automatically book the corresponding sales entry in Wave accounting.Make4$3.99
- Save each item of your new Wave invoices in a Google Sheets spreadsheetEach time a new Wave invoice is created, Make automatically stores each item's information (unit price, quantity, date) in a new Google Sheets row.Make54$3.99
- Transfer Lexware invoice status changes to update KlickTipp segmentsThis automation connects Lexware Office with KlickTipp to synchronize invoice payment status changes and keep contact tags up to date. When the payment status Make2$4.99
- Create a Revolut Business draft payment and send an Email notification from a new Shopify orderA ready-to-use Make workflow that connects Shopify, Builtin, Airtable. Create a Revolut Business draft payment and send an Email notification from a new ShopifyMake$4.99
- Create expenses in Earned Value from data in a Google Sheets spreadsheetA 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 Make$2.99
- Creating invoice in Fakturoid from time entries in Harvest - without sortingAfter 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 foMake8$4.99
- Automated employee payments with data grabbed from a time-tracking appRetrieve the time tracked by your employees on Harvest, store all the details in Google Sheets and create draft payments using Revolut Business. The setup of tMake19$4.99
- Create Wave Income/Expense from Loyverse receiptsThis 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 creaMake67$2.99
- Create Revolut Business draft payments for Typeform refund requests received by customersRetrieve Typeform responses with refund requests for orders (with bank transfer payments) and create a Revolut Business draft payment to initiate the refund bacMake2$3.99
- Katana Customer Ref # sync to QBO InvoiceUse this template to watch for Invoice creation in QBO then check Katana to see if there is information like Customer Reference Number to send to the Invoice. Make4$4.99
- Add new Invoice Ninja clients to ActiveTrailEvery time a new client is created in Invoice Ninja, Make will automatically create a new contact in ActiveTrail.Make1Free
- Create a Revolut draft payment from a new Asana taskA 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.Make$3.99
- Create a Revolut draft payment from a new Trello cardA ready-to-use Make workflow that connects Trello, Airtable, Revolut. Create a Revolut draft payment from a new Trello card. Customize and deploy in minutes.Make$4.99
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