Google Sheets and SMSC.ru automations — Finance

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

84 scenarios

An invoice in Google Sheets from a Typeform submission
Expense tracking from a receipt photo in Telegram — automated
A monthly finance report with insights — by email
Invoice payment reminders — sent automatically
Automatic follow-ups on unpaid invoices
Invoice and payment link from a sheet row
An hourly rate history in your own sheet, plus messages to your messenger
Card spending — straight into a sheet and into chat
A daily investment-portfolio breakdown
Payment reminders with a link — by email and 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
Unpaid-invoice control: task and email — on their own
Recovering failed payments — with emails, automatically
Daily portfolio return and risk tracking
Client risk scoring the moment the form is submitted
Company market caps from the market — as a chart in your messenger
Stock price alerts — sent to you the moment it matters
A 5-day outlook on your stocks — every evening
Savings progress emails — with advice, not just a number
Instructions from emails into the ledger — with a confirmation to the client
A daily review of your stock portfolio — to your inbox
Daily stock signals in Google Sheets
Weekly reminders for overdue invoices
Trading signals from email — straight to your messenger and a sheet
An email on a sharp Bitcoin price drop
Invoice bookkeeping from PDFs: drop the file, the data appears
Invoice data into a sheet — from PDFs automatically
Win back customers after a failed payment — emails written for you
Crypto price watch — an alert the moment your limit is hit
Client portfolio update emails, with adviser approval built in
Payment reminders to messenger and email — with a pay link
Invoice data — straight into a sheet after upload
Expense tracking from receipts with monthly reports
Duplicate vendor-invoice payment protection
Expenses from a photo of the receipt — into a table, with reports
A morning portfolio brief — prices, news and sentiment in smscRu
Tax deadline control — a daily check and alerts
Matching invoices against orders — automatically
Overdue invoice recovery: client emails and escalation on autopilot
Employee expense reimbursement — automatically
Invoices and payment reminders — on schedule
Weekly client talking points, every Monday morning
Expense approvals, from form to manager's yes
Paid access to Zoom meetings via Stripe
A weekly read on your portfolio risk
An expense claim — from receipts
Payment receipts: sending, archive and ledger — automatically
Loan applications: assessed, decided and answered the same day
Refund risk scoring on every order
Multi-tier expense approval on autopilot
Automated invoice payment reminders
Daily profit report from your POS, on autopilot
Daily price logging with an analysis and chart, emailed
Invoice intake with reading, risk checks and approval
A daily multi-market report to your inbox, automatically
News on your stocks in your smscRu — with a short summary
Gold vs stocks — an emailed report with a chart
Screen and score incoming deals — automatically
A report on your wallet positions — to chat and email, on schedule
Corporate actions matched to a client's portfolio, explained by email
Your agency's real profit — in chat every day
Tracking money rotation between market sectors
A morning financial briefing for the boss, straight from your sheets
Daily draft tweets from fresh crypto news
Daily investment ideas from market moves and news
Reconcile gateway payments with your database — automatically
A personalized financial plan from a questionnaire — PDF to the client's inbox
News that actually touches your clients — with an alert to your inbox
Budget control: actuals vs. plan, emailed weekly
Invoices with automatic payment reminders
Crypto trading signals, calculated and delivered automatically
Payment issue handling: a reply to the customer, an escalation to the team
Reconcile payments, bank and orders — mismatches found for you
Emailed invoices — into your books, automatically
Market signals from the news, in your messenger
Automated payment reconciliation with confidence scores
Currency news releases — straight to your messenger: better or worse than forecast
Invoices from email — read, checked and filed
Stock price targets and signals, into a sheet and your chat
Invoices and escalating payment reminders — hands-free, until you're paid
Morning stock signal: buy, hold or sell
A briefing on your watchlist: filings, news and a verdict — in your chat