Scriptera
Box and OkoCrm automations — Finance
Ready-made scenarios where Box and OkoCrm work for you (finance): pick one — a copy appears in your account and runs on its own.
13 scenarios
- Receipt data into okoCrm — from a chat photo
- Receipt tracking from a messenger photo — AI-powered
- Receipts from your inbox — into a spreadsheet and storage
- Invoice data — straight into a sheet after upload
- Supplier invoices — into a sheet, PDFs — filed by year
- Invoice processing from a messenger: data to a table, file to storage
- Employee expense reimbursement — automatically
- An expense claim — from receipts
- Payment receipts: sending, archive and ledger — automatically
- A personalized financial plan from a questionnaire — PDF to the client's inbox
- Cross-border tax, computed daily: rules, anomalies and advisor reports
- Lead qualification and client document collection — automated
- Receipts from photos — amount, date, vendor straight into a sheet
