Devino and Roistat automations — Finance

Ready-made scenarios where Devino and Roistat work for you (finance): pick one — a copy appears in your account and runs on its own.

28 scenarios

An invoice in roistat from a Typeform submission
Expense tracking from a receipt photo in Telegram — automated
A morning portfolio summary by email — automated
An hourly rate history in your own sheet, plus messages to your messenger
Expense tracking from receipt photos, automatically
Daily stock trade ideas, generated automatically
The day's economic calendar — the big events to your messenger, everything to a sheet
Client risk scoring the moment the form is submitted
Instructions from emails into the ledger — with a confirmation to the client
Company market caps from the market — as a chart in your messenger
Trading signals from email — straight to your messenger and a sheet
Invoice data into a sheet — from PDFs automatically
Weekly client talking points, every Monday morning
Employee expense reimbursement — automatically
Expense approvals, from form to manager's yes
Paid access to Zoom meetings via Stripe
An expense claim — from receipts
Payment receipts: sending, archive and ledger — automatically
Smart contract and tokenomics risk review — delivered to your inbox
A daily multi-market report to your inbox, automatically
Invoice intake with reading, risk checks and approval
Your agency's real profit — in chat every day
Screen and score incoming deals — automatically
A morning financial briefing for the boss, straight from your sheets
A personalized financial plan from a questionnaire — PDF to the client's inbox
Market signals from the news, in your messenger
Currency news releases — straight to your messenger: better or worse than forecast
Financial digests in your messenger: daily, weekly, monthly