Payments & finance · 14 workflows
Payment and finance automation examples
These workflows sit between the tools that take money and the accounts that record it: Stripe payouts matched in Xero, overdue invoices chased, receipts sent to Dext and failed Direct Debits followed up. Others prepare work a bookkeeper still checks, such as VAT return reviews, supplier payment runs and suspense account queries. Payments go out only after a person approves them, and a person always reviews and files the return.
How each one works
Illustrative studio workflows · not client case studies · no live services connected
Tools these workflows connect
Other areas
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