Finance · workflows we automate

Repetitive finance work,
automated.

Spion records the repetitive finance work done by hand — month-end close, AR aging, budget-vs-actuals, invoicing — and exports each as a ready-to-run automation to Claude, Workato, Make, Zapier or n8n. Here are the finance workflows we automate most.

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By The Spion teamLast updated June 14, 2026Recorded by you, not imposed on you
Case 17~35 min/mo → 0

Run the monthly close reconciliationQuickBooks / NetSuite + Google Sheets

Match the ledger to the bank, automatically.

View workflow →
What Spion observed
  1. Export the GL.
  2. Match to the bank feed.
  3. Flag unreconciled lines.
  4. Note exceptions.
4 steps · ~35 min · monthly · error-prone
What Spion runs
  1. Pull GL + bank feed.
  2. Match transactions.
  3. Flag unreconciled lines and likely duplicates.
  4. Write an exceptions tab for review.
4 steps · unattended
The Make scenarioGet ↓
Trigger · Schedule, 1st of the month 06:00.

1. QuickBooks / NetSuite · Get last month's general-ledger entries.
2. Bank feed · Get the month's transactions.
3. Array aggregator · match on amount, date, and reference.
4. Router · split unmatched entries from probable duplicates.
5. Google Sheets · write a "Close Exceptions" tab: each item, its amount, and why it was flagged for a human to clear.
Best exportMake or Workato; Claude for the exception notes.
Case 18~25 min/wk → 0

Build the AR aging & collections reportAccounting → Sheets → Slack

Who owes what, and the reminders drafted.

View workflow →
What Spion observed
  1. Open accounting → AR aging report.
  2. Export.
  3. Sort by days overdue.
  4. Draft reminder emails.
4 steps · ~25 min · weekly
What Spion runs
  1. Pull AR aging.
  2. Bucket 30/60/90+.
  3. Draft a reminder email per overdue account with Claude (for review).
  4. Post the overdue summary to #finance.
4 steps · unattended
The Claude promptGet ↓
Role: Accounts-receivable analyst.
Input: all open invoices with due dates, balances, and account contacts.

Build this workflow:
1. Bucket each invoice into Current, 1–30, 31–60, 61–90, or 90+ days overdue.
2. Total the outstanding balance per bucket and per account.
3. Draft a reminder email per overdue account, escalating tone by bucket (a gentle nudge at 1–30, firm at 61–90, a final notice at 90+), for a human to review and send.
4. Note any account both 90+ days overdue and above a material balance for a collections call (added by Spion).
5. Post a summary of total overdue by bucket to #finance.
Best exportClaude for the emails; Make/Zapier to assemble + post.
Case 19~20 min/mo → 0

Produce the budget-vs-actuals reportAccounting → Google Sheets

Variance and overspend, highlighted.

View workflow →
What Spion observed
  1. Export actuals.
  2. Paste beside the budget.
  3. Compute variance.
  4. Highlight overspend.
4 steps · ~20 min · monthly
What Spion runs
  1. Pull actuals by category.
  2. Compute variance vs budget.
  3. Highlight any category more than 10% over.
  4. Refresh the dashboard.
4 steps · unattended
The Make scenarioGet ↓
Trigger · Schedule, 1st of the month 06:00.

1. Accounting system · Get this month's actuals grouped by GL category.
2. Google Sheets · Get the budget lines from the "Budget" tab.
3. Array aggregator · place each actual beside its budget line; compute variance ($ and %).
4. Filter · keep every category running more than 10% over budget.
5. Google Sheets · write the variances and refresh the "Budget vs Actuals" dashboard.
Best exportMake or Workato.
Case 20~10 min/deal → 0

Generate invoices from closed-won dealsCRM → invoicing tool

Deal closes, invoice goes out.

View workflow →
What Spion observed
  1. Deal hits closed-won.
  2. Open the invoicing tool.
  3. Enter customer, line items, terms.
  4. Send.
  5. Log the invoice number back in the CRM.
5 steps · ~10 min · per deal
What Spion runs
  1. On closed-won, create the invoice from the deal's line items + terms.
  2. Send for approval.
  3. Write the invoice number back to the CRM.
3 steps · unattended
The Workato recipeGet ↓
Trigger · CRM, a deal moves to Closed Won.

1. Invoicing tool · Create an invoice from the deal's line items, amount, and payment terms.
2. Approval · route the invoice to the owner for sign-off.
3. Invoicing tool · on approval, send it to the billing contact.
4. CRM · write the invoice number and status back to the deal.
5. On rejection · create a task for finance to review (added by Spion).
Best exportWorkato or Zapier.
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Questions

Most people we record have five or six rituals like the ones above.

Repetitive browser work: CRM and data entry, recurring reports, onboarding and offboarding, reconciliation, lead routing, and ticket triage. If you do it the same way in your browser more than once a week, Spion can usually record it.

No. You record the task once; Spion writes the automation for you to drop into Claude, Workato, Make, Zapier, or n8n — or gives you a step-by-step PDF guide instead.

Spion records whatever you do in the browser, so any web app works — Salesforce, HubSpot, Google Sheets, Slack, Jira, Zendesk, QuickBooks, NetSuite and the rest. The export targets your automation platform of choice.

Your recordings and saved workflows live in your browser. Captured steps are sent only to generate your suggestion and aren't stored on Spion's servers afterward. Full details in our Privacy Policy.

Most people we record have five or six repeating rituals like the ones on this page.

Free for 5 recordings a month, with every export format and full AI analysis included. Pro is $9/mo (20 recordings) and Ultra is $19/mo (50). Paid plans add volume, not features. See pricing.

Record one ritual.
Retire it for good.

Pick the workflow you do most. Record it once, and Spion exports the automation — recorded by you, not imposed on you.

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