Scriptera
Airtop and OkoCrm automations — Finance
Ready-made scenarios where Airtop and OkoCrm work for you (finance): pick one — a copy appears in your account and runs on its own.
10 scenarios
- Monitor high-impact posts and their market effect
- Receipt data into okoCrm — from a chat photo
- Receipts from your inbox — into a spreadsheet and storage
- Invoice processing from a messenger: data to a table, file to storage
- An expense claim — from receipts
- Payment receipts: sending, archive and ledger — automatically
- Advance warnings about major market news in your messenger
- A personalized financial plan from a questionnaire — PDF to the client's inbox
- Cross-border tax, computed daily: rules, anomalies and advisor reports
- Currency news releases — straight to your messenger: better or worse than forecast
