Microsoft Excel 365 automations — Finance

Ready-made scenarios where Microsoft Excel 365 works for you (finance): pick one — a copy appears in your account and runs on its own.

37 scenarios

Invoices from Xero as rows in Microsoft Excel 365
Invoice payment reminders — sent automatically
Invoices from a sheet straight into QuickBooks — no double entry
A monthly finance report with insights — by email
Payment reminders with a link — by email and messenger
A daily investment-portfolio breakdown
Unpaid-invoice control: task and email — on their own
Recovering failed payments — with emails, automatically
Whole-portfolio profit — as a summary in Telegram
Fresh fund metrics right in Microsoft Excel 365
Expense tracking through your messenger
A daily review of your stock portfolio — to your inbox
Savings progress emails — with advice, not just a number
Weekly reminders for overdue invoices
An email on a sharp Bitcoin price drop
Reconcile invoices against your bank statement — automatically
A new file in the folder — data straight into the sheet
Expense tracking from receipts with monthly reports
Payment reminders to messenger and email — with a pay link
Analysis across a stack of reports — a ready document with conclusions
A morning portfolio brief — prices, news and sentiment in Telegram
Automated invoice payment reminders
A trading journal from chat — in a single message
Posts from the latest news — published for you
Corporate actions matched to a client's portfolio, explained by email
A report on your wallet positions — to chat and email, on schedule
Invoices from email — into a sheet on their own
Invoices reconciled against your bank statement in one run
A morning financial briefing for the boss, straight from your sheets
A client's financial report in chat — by name
Multi-period financial comparison from your sheet — with an AI summary
Expense tracking from a receipt photo — from chat to a table
Product matching through a short quiz in your messenger
Income and expense tracking from your chat
Receipts from photo into a table — automatically
Card-payment reminders — from your bank statements
Invoices from email — read, checked and filed