МойСклад automations — Finance

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

112 scenarios

Purchase tracking from a receipt photo
Transfer history from Wise into a table
An invoice in moysklad from a Typeform submission
Expense tracking by chat messages
Expense tracking from a receipt photo in Telegram — automated
Expense tracking from email receipts — automatically
Accounting customers — into a spreadsheet every month
A crypto portfolio with automatic valuation
Expense logging from receipts — automatically into a sheet
Log invoice data into a table — automatically
Fresh investor data into a sheet — automated
A morning portfolio summary by email — automated
Sales-tax calculation by address into a sheet
Company reports from a form, straight into a document
An hourly rate history in your own sheet, plus messages to your messenger
Fresh funding rounds in a table every day
Accounting invoices — in a sheet on their own, in real time
Expense tracking in one chat message — logged on its own
A current exchange rate in your table — updating itself every morning
Expense tracking with a message to your messenger
Daily stock trade ideas, generated automatically
Track new SEC Form D filings in a spreadsheet
Expense tracking from receipt photos, automatically
Data from PDF invoices into a table — automatically
Unpaid-invoice control: task and email — on their own
Receipt data into moysklad — from a chat photo
The day's economic calendar — the big events to your messenger, everything to a sheet
A trading journal that fills itself every day
Receipt tracking from a messenger photo — AI-powered
Never miss an invoice payment — auto reminders from your inbox
Daily crypto portfolio export to a spreadsheet
One sales ledger for two stores
Client risk scoring the moment the form is submitted
Company market caps from the market — as a chart in your messenger
Instructions from emails into the ledger — with a confirmation to the client
Receipts from your inbox — into a spreadsheet and storage
Reconcile invoices against your bank statement — automatically
Daily stock signals in moysklad
Execute trading signals by your own rules
Trading signals from email — straight to your messenger and a sheet
A daily revenue forecast — from your own payments
Invoice data into a sheet — from PDFs automatically
Invoice bookkeeping from PDFs: drop the file, the data appears
Receipt bookkeeping from a storage folder — automatically
Invoice processing from a messenger: data to a table, file to storage
Daily ideas on your own watchlist
Supplier invoices — into a sheet, PDFs — filed by year
Invoice data — straight into a sheet after upload
Invoices from your email — filed and logged automatically
Analysis across a stack of reports — a ready document with conclusions
Revenue reports from your payment system, straight to team chat
PDF invoice processing with approval — automatically
Daily index trading signal
Payment dispute alerts with automatic task creation
Regulatory updates turned into an actionable checklist
Weekly client talking points, every Monday morning
Stock sentiment from social media — into tasks and alerts
Employee expense reimbursement — automatically
Paid access to Zoom meetings via Stripe
An expense claim — from receipts
Expense approvals, from form to manager's yes
An AI company breakdown, assembled into a doc for you
Refund risk scoring on every order
Loan applications: assessed, decided and answered the same day
Multi-tier expense approval on autopilot
Payment receipts: sending, archive and ledger — automatically
An honest comparison of two investment options, with market context
Invoice intake with reading, risk checks and approval
Smart contract and tokenomics risk review — delivered to your inbox
Expense logging by voice or text — straight into a sheet
A daily multi-market report to your inbox, automatically
A morning market digest for your stocks — by email
A market read by a team of AI analysts, on request
Screen and score incoming deals — automatically
Sort invoices from your inbox into a sheet and folders
Your agency's real profit — in chat every day
Market price history — collected into a database automatically
Expense tracking from messenger messages
Scanned invoices into a table, with an email summary
An always-fresh token database that fills itself
Price-spike alerts with the news behind them
An expense sheet from payment emails — automatically
Daily draft tweets from fresh crypto news
Expense tracking by messenger — text, voice or photo
A morning financial briefing for the boss, straight from your sheets
Automatic contribution tracking in a fundraising chat
Invoices from your inbox into a table, automatically
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
A morning financial news digest to your chat
Invoices with automatic payment reminders
Expense tracking from chat and bank emails
Expense tracking from a receipt photo — with charts and reports
Consolidating revenue from every till and prepping filings
Invoices via a form: extraction, validation and a weekly report
Reconcile payments, bank and orders — mismatches found for you
Sharp price-move alerts and a weekly report, straight to chat
Emailed invoices — into your books, automatically
Market signals from the news, in your messenger