Scriptera
YCLIENTS automations — Finance
Ready-made scenarios where YCLIENTS works for you (finance): pick one — a copy appears in your account and runs on its own.
104 scenarios
- New Stripe customers and payments — into Yclients
- Transfer history from Wise into a table
- Purchase tracking from a receipt photo
- An invoice in yclients 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
- A crypto portfolio with automatic valuation
- Fresh investor data into a sheet — automated
- Log invoice data into a table — automatically
- Expense logging from receipts — automatically into a sheet
- Fresh funding rounds in a table every day
- An hourly rate history in your own sheet, plus messages to your messenger
- Sales-tax calculation by address into a sheet
- A morning portfolio summary by email — automated
- Expense tracking in one chat message — logged on its own
- Accounting invoices — in a sheet on their own, in real time
- A current exchange rate in your table — updating itself every morning
- Expense tracking with a message to your messenger
- Track new SEC Form D filings in a spreadsheet
- Data from PDF invoices into a table — automatically
- 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
- Receipt data into yclients — from a chat photo
- Receipt tracking from a messenger photo — AI-powered
- Daily crypto portfolio export to a spreadsheet
- A trading journal that fills itself every day
- Receipts from your inbox — into a spreadsheet and storage
- One sales ledger for two stores
- Company market caps from the market — as a chart in your messenger
- Instructions from emails into the ledger — with a confirmation to the client
- An invoice to the client — from one status change
- Client risk scoring the moment the form is submitted
- Execute trading signals by your own rules
- Daily stock signals in yclients
- Reconcile invoices against your bank statement — automatically
- Trading signals from email — straight to your messenger and a sheet
- Invoice bookkeeping from PDFs: drop the file, the data appears
- A daily revenue forecast — from your own payments
- Invoice data into a sheet — from PDFs automatically
- Daily ideas on your own watchlist
- Invoice processing from a messenger: data to a table, file to storage
- Supplier invoices — into a sheet, PDFs — filed by year
- Receipt bookkeeping from a storage folder — automatically
- Invoices from your email — filed and logged automatically
- Invoice data — straight into a sheet after upload
- Regulatory updates turned into an actionable checklist
- PDF invoice processing with approval — automatically
- Daily index trading signal
- Employee expense reimbursement — automatically
- Weekly client talking points, every Monday morning
- An expense claim — from receipts
- Paid access to Zoom meetings via Stripe
- Expense approvals, from form to manager's yes
- Multi-tier expense approval on autopilot
- Payment receipts: sending, archive and ledger — automatically
- Refund risk scoring on every order
- An honest comparison of two investment options, with market context
- Loan applications: assessed, decided and answered the same day
- Expense logging by voice or text — straight into a sheet
- 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
- A daily multi-market report to your inbox, automatically
- Expense tracking from messenger messages
- Market price history — collected into a database automatically
- Screen and score incoming deals — automatically
- 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
- An expense sheet from payment emails — automatically
- 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
- Expense tracking by messenger — text, voice or photo
- Daily draft tweets from fresh crypto news
- Automatic contribution tracking in a fundraising chat
- A morning financial briefing for the boss, straight from your sheets
- A personalized financial plan from a questionnaire — PDF to the client's inbox
- Invoices from your inbox into a table, automatically
- Invoices from email into a sheet — automatically
- Invoices with automatic payment reminders
- A morning financial news digest to your chat
- A morning market digest on your stocks — by email
- Expense tracking from a receipt photo — with charts and reports
- Expense tracking from chat and bank emails
- Reconcile payments, bank and orders — mismatches found for you
- Invoices via a form: extraction, validation and a weekly report
- Sharp price-move alerts and a weekly report, straight to chat
- Market signals from the news, in your messenger
- Emailed invoices — into your books, automatically
- Borrower onboarding: KYC, bureau and sanctions in one pass
- Automated payment reconciliation with confidence scores
- Currency news releases — straight to your messenger: better or worse than forecast
- Invoices from orders and payment reminders — automatically
- Receipts from photos — amount, date, vendor straight into a sheet
- Financial digests in your messenger: daily, weekly, monthly
- Expense tracking from chat: voice, receipt photo and text
