Make Finance & Accounting Workflows
149 ready-to-import Make finance & accounting workflows. Every template below is a real, downloadable Make build — import it and start automating.
Make Finance & Accounting templates
- Automate Invoice Creation in Invoiced from XeroAutomatically create invoices in Invoiced whenever a new invoice is generated in Xero, ensuring seamless financial management.Make$4.99
- List invoices in ExcelAutomatically retrieve all invoices with invoice line details for a specific period of time (default is once per month at the beginning of the month) in an ExceMake$3.99
- Automate iDoklad Invoice Creation for New Beds24 BookingsAutomatically generate and manage iDoklad invoices for new bookings made on Beds24, ensuring seamless financial tracking and customer management.Make$4.99
- Sync QuickBooks Items with FreshBooks for Seamless Inventory ManagementAutomatically synchronize items between QuickBooks and FreshBooks, ensuring up-to-date inventory and service information across platforms. This workflow handlesMake$2.99
- Delete a specified line item in a new invoice in HarvestWhen a new invoice is created in Harvest and meets specified criteria, invoice line items are iterated and those lines which meet specified criteria are deletedMake$3.99
- Automatically Generate Simpleshop Invoices from Google Sheets RowsThis workflow automates the creation of invoices in Simpleshop based on new entries in a Google Sheets spreadsheet. It streamlines the invoicing process by elimMake$2.99
- Automatically Sync New Zoho Books Invoices to DataboxEffortlessly track and analyze your financial data by automatically syncing new invoices from Zoho Books to Databox.MakeFree
- Automatically Generate FreshBooks Invoices from New 1CRM Sales OrdersThis workflow automates the creation of FreshBooks invoices whenever a new sales order is generated in 1CRM, streamlining your billing process.MakeFree
- Automate QuickBooks Refund Receipts from Shopify RefundsAutomatically create a QuickBooks refund receipt whenever a refund is processed in Shopify, ensuring seamless financial record-keeping.Make$4.99
- Automate Invoice Creation in Vyfakturuj.cz from New Google Sheets RowsAutomatically generate invoices in Vyfakturuj.cz whenever a new row is added to a Google Sheets spreadsheet, streamlining your billing process.MakeFree
- Automate Sending Overdue Invoice Reminders via WaveAutomatically send reminders for overdue invoices using Wave, ensuring timely payment and maintaining strong customer relationships.Make$3.99
- Create a Xero invoice from a new Wix paid orderEvery time theres a new Wix paid order, Make will automatically create a Xero invoice (and a Xero contact if it doesnt already exist).Make$4.99
- Automate Invoice Creation for Checked-Out Reservations in ApaleoThis workflow automates the process of generating invoices for checked-out reservations in Apaleo that have open folios without invoices.Make$3.99
- Automate Zoho Invoice Creation from Shopify Orders and Upload to EgnyteAutomatically generate invoices in Zoho Invoice for new Shopify orders and upload them as PDFs to Egnyte for streamlined document management.Make$4.99
- Automate Revolut Draft Payments from Toggl Reports with Slack NotificationsStreamline your payroll process by automatically creating Revolut draft payments from Toggl time-tracking reports and notifying your team via Slack. This workflMake$4.99
- Sync Paid Invoices from Xero to NinoxAutomatically synchronize paid invoices from Xero to Ninox, ensuring your records are always up-to-date.Make$3.99
- Create new invoices in Xero from new deals in Pipedrivehis template regularly checks for new deals entering a specific stage in Pipedrive and uses the retrieved information to create a new invoices in Xero. Your PipMake$4.99
- Create a QuickBooks invoice from a completed PandaDoc documentCreate a new QuickBooks invoice (and a customer if it doesnt already exist) from a completed PandaDoc document. PandaDoc document has to include a Pricing tablMake$4.99
- Save new Etsy transactions in WaveEvery time a new Etsy shop receipt is created, Make will automatically record a new accounting transaction in Wave.MakeFree
- Create Zoho Invoices from Shopify orders and uploading them to Google DriveEvery time a new order is created on Shopify, Make will automatically create a new invoice on Zoho Invoice and upload it as a pdf to Google Drive.Make$4.99
- Automatically Log New Sage Invoices to Google SheetsEffortlessly track and share your Sage Business Cloud Accounting invoices by automatically saving them to a Google Sheets spreadsheet. This workflow ensures thaMake$2.99
- Automatically Log New Fakturoid Invoices in Google SheetsEffortlessly track your Fakturoid invoices by automatically adding each new invoice to a Google Sheets spreadsheet. This integration ensures you have a real-timMake$2.99
- Automate PayPal Notifications to Google SheetsEfficiently manage your financial data by automatically logging new PayPal notifications into Google Sheets. This workflow ensures real-time updates and organizMake$2.99
- Automate Invoice Creation and Synchronization Between Harvest and Invoice NinjaAutomatically create a new invoice in Invoice Ninja from Harvest and update the invoice number in Harvest for seamless synchronization. This workflow is ideal fMake$4.99
- Generate QuickFile Invoices from New Google Calendar EventsAutomatically create an invoice in QuickFile whenever a new event is added to your Google Calendar. Streamline your billing process by linking calendar events tMake$2.99
- Automate Invoice Creation in Fakturoid from Google Sheets DataStreamline your invoicing process by automatically generating invoices in Fakturoid using data from Google Sheets. This workflow ensures that your billing is acMake$3.99
- Automatically Edit Line Items in New Harvest InvoicesThis workflow monitors new invoices in Harvest and automatically edits specified line items based on predefined conditions.Make$3.99
- Add a New Invoice from Ninox to XeroUse this template to create new Invoices in your Xero accounting software which you already have stored in your Ninox database. You can use our emplate Ninox CRMake$4.99
- Sync New QuickBooks Invoices to FreshBooksAutomatically synchronize new invoices from QuickBooks to FreshBooks, ensuring your financial records are consistently updated across platforms.Make$4.99
- Automatically Attach QuickBooks Invoices to Zoho CRM ContactsStreamline your workflow by automatically attaching QuickBooks invoices to corresponding contacts in Zoho CRM. This integration ensures that all your financial Make$4.99
- Automate Outgoing Invoice Creation in FreeFinance from New Wix OrdersAutomatically generate outgoing invoices in FreeFinance whenever a new order is placed in Wix, streamlining your financial processes.Make$4.99
- Automate Expense Tracking: Sync Splitwise with WaveAutomatically create Wave accounting records for new expenses added in Splitwise, streamlining your financial management process.MakeFree
- Automate QuickBooks Invoicing from New Shift4Shop OrdersAutomatically generate QuickBooks invoices for every new order received in Shift4Shop, streamlining your accounting process.Make$4.99
- Retrieve orders from your Squarespace store and create invoices with XeroWhen new a order is fulfilled in your Squarespace store, Make will automatically retrieve the order and create an invoice with Xero. If its a new customer, a coMake$3.99
- Automatically Transfer New Wave Invoices to Databox for ReportingStreamline your reporting process by automatically sending new invoices from Wave to Databox, enabling efficient data analysis and visualization.MakeFree
- Automate Invoice Creation in FreeFinance for New Shopify OrdersAutomatically generate finalized invoices in FreeFinance for every new order placed in Shopify, streamlining your accounting process.Make$4.99
Showing 36 of 149. Browse the full workflow marketplace.
Browse the full marketplace
Thousands of pre-built automation workflows across n8n, Make, Zapier and more.
Explore workflows