Kitemaker and Microsoft Outlook automations — Finance

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

34 scenarios

Found: customers in Get Course — Records in Kitemaker
An invoice in Kitemaker from a Typeform submission
A morning portfolio summary by email — automated
Expense tracking from receipt photos, automatically
Instructions from emails into the ledger — with a confirmation to the client
Daily stock signals in Kitemaker
Invoice bookkeeping from PDFs: drop the file, the data appears
PDF invoice processing with approval — automatically
Weekly client talking points, every Monday morning
Employee expense reimbursement — automatically
An expense claim — from receipts
Expense approvals, from form to manager's yes
Paid access to Zoom meetings via Stripe
Refund risk scoring on every order
Payment receipts: sending, archive and ledger — automatically
Multi-tier expense approval on autopilot
Loan applications: assessed, decided and answered the same day
A morning market digest for your stocks — by email
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
Sort invoices from your inbox into a sheet and folders
Screen and score incoming deals — automatically
An expense sheet from payment emails — automatically
Daily draft tweets from fresh crypto news
Invoices from email into a sheet — automatically
A personalized financial plan from a questionnaire — PDF to the client's inbox
A morning market digest on your stocks — by email
Invoices with automatic payment reminders
Expense tracking from chat and bank emails
Reconcile payments, bank and orders — mismatches found for you
Emailed invoices — into your books, automatically
Borrower onboarding: KYC, bureau and sanctions in one pass
Post accounting entries in Kitemaker with a plain message