Scriptera
CloudMailRu and Keap automations — Finance
Ready-made scenarios where CloudMailRu and Keap work for you (finance): pick one — a copy appears in your account and runs on its own.
8 scenarios
- Converting a statement into your accounting import format
- An expense claim — from receipts
- Payment receipts: sending, archive and ledger — automatically
- Receipts sort themselves by category — personal, business, shared
- A personalized financial plan from a questionnaire — PDF to the client's inbox
- Consolidating revenue from every till and prepping filings
- Cross-border tax, computed daily: rules, anomalies and advisor reports
- Invoices from email — read, checked and filed
