Kitemaker automations — Finance

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

123 scenarios

Failed: payments in chargebee — Records in Kitemaker
Cancelled: subscriptions in chargebee — Records in Kitemaker
Updated customers in quickbooks — Records in Kitemaker
New deposits in quickbooks — Records in Kitemaker
Updated customers in quickbooks — Updating records in Kitemaker
New records in Kitemaker — Updating orders in Lamoda
Sent: invoices in quickbooks — Records in Kitemaker — variant 2
New records in Kitemaker — Orders in Cdek
New payments in Stripe — Records in Kitemaker
Due: invoices in quickbooks — Records in Kitemaker
Sent: invoices in quickbooks — Updating records in Kitemaker
New vendors in quickbooks — Updating records in Kitemaker
Found: payments in Xero — Records in Kitemaker
New form responses in Formstack — Orders in Cdek
On a schedule — Records in Kitemaker — variant 2
New vendors in quickbooks — Records in Kitemaker
New records in Kitemaker — Employees in Xero
Found: payments in Xero — Updating records in Kitemaker
New supplier credits in quickbooks — Records in Kitemaker
On a schedule — Records in Kitemaker — variant 3
Found: invoices in lava — Updating records in Kitemaker
Updated invoices in xero — Updating records in Kitemaker
New records in Kitemaker — Invoices in Xero
On a webhook call from payPal — Records in Kitemaker
New invoices in QuickBooks Online — Records in Kitemaker
On a webhook call from payPal — Sending SMS in Voximplant
Closed deals from pipedrive — an invoice in QuickBooks Online and a record in the base
New expenses in quickbooks — Records in Kitemaker
A record of every Stripe payment in Kitemaker
Found: customers in Get Course — Records in Kitemaker
New invoices in xero — Sending messages in Telegram
On a webhook call from payPal — Records in Kitemaker
Purchase tracking from a receipt photo
Transfer history from wise into a table
An invoice in Kitemaker from a Typeform submission
Expense tracking by chat messages
Expense tracking from email receipts — automatically
Expense tracking from a receipt photo in Telegram — automated
Accounting customers — into a spreadsheet every month
Expense logging from receipts — automatically into a sheet
Fresh investor data into a sheet — automated
Log invoice data into a table — automatically
A crypto portfolio with automatic valuation
A morning portfolio summary by email — automated
Fresh funding rounds in a table every day
Sales-tax calculation by address into a sheet
An hourly rate history in your own sheet, plus messages to your messenger
A current exchange rate in your table — updating itself every morning
Expense tracking in one chat message — logged on its own
Expense tracking with a message to your messenger
Accounting invoices — in a sheet on their own, in real time
Data from PDF invoices into a table — automatically
Track new SEC Form D filings in a spreadsheet
Expense tracking from receipt photos, automatically
Daily stock trade ideas, generated automatically
Receipt data into Kitemaker — from a chat photo
The day's economic calendar — the big events to your messenger, everything to a sheet
Receipt tracking from a messenger photo — AI-powered
A trading journal that fills itself every day
Client risk scoring the moment the form is submitted
Receipts from your inbox — into a spreadsheet and storage
One sales ledger for two stores
Instructions from emails into the ledger — with a confirmation to the client
Company market caps from the market — as a chart in your messenger
Reconcile invoices against your bank statement — automatically
Trading signals from email — straight to your messenger and a sheet
Daily stock signals in Kitemaker
Execute trading signals by your own rules
A daily revenue forecast — from your own payments
Invoice bookkeeping from PDFs: drop the file, the data appears
Invoice data into a sheet — from PDFs automatically
Invoice data — straight into a sheet after upload
Invoice processing from a messenger: data to a table, file to storage
Invoices from your email — filed and logged automatically
Receipt bookkeeping from a storage folder — automatically
Supplier invoices — into a sheet, PDFs — filed by year
PDF invoice processing with approval — automatically
Regulatory updates turned into an actionable checklist
Daily index trading signal
Weekly client talking points, every Monday morning
Employee expense reimbursement — automatically
Paid access to Zoom meetings via Stripe
An expense claim — from receipts
Expense approvals, from form to manager's yes
Payment receipts: sending, archive and ledger — automatically
Multi-tier expense approval on autopilot
Refund risk scoring on every order
Loan applications: assessed, decided and answered the same day
An honest comparison of two investment options, with market context
Expense logging by voice or text — straight into a sheet
A daily multi-market report to your inbox, automatically
Smart contract and tokenomics risk review — delivered to your inbox
Invoice intake with reading, risk checks and approval
A morning market digest for your stocks — by email
Expense tracking from messenger messages
Sort invoices from your inbox into a sheet and folders
A market read by a team of AI analysts, on request
Your agency's real profit — in chat every day
Screen and score incoming deals — automatically
An expense sheet from payment emails — automatically