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🧾 Bookkeeping & admin

Receipts, invoices, subscriptions and month-end. 14 recipes.

• 1.🧾Receipt capture to a sheetForward any receipt email and it lands as a row with vendor, date and amount.Bookkeeping & admin · No-code · Recipe▲0
• 2.🧾Unpaid invoice nudgesSends polite reminders for invoices that pass their due date.Bookkeeping & admin · No-code · Recipe▲0
• 3.🧾Subscription auditLists every recurring charge so you can cancel what you do not use.Bookkeeping & admin · No-code · Recipe▲0
• 4.🧾Month-end close checklistA recurring checklist that walks you through closing the books each month.Bookkeeping & admin · No-code · Recipe▲0
• 5.🧾Mileage and trip logLogs business trips from calendar events with locations.Bookkeeping & admin · No-code · Recipe▲0
• 6.🧾Expense category suggesterSuggests a bookkeeping category for each new transaction based on your past choices.Bookkeeping & admin · No-code · Recipe▲0
• 7.🧾Quote to invoice handoffWhen a client accepts a quote, an invoice draft is created automatically.Bookkeeping & admin · No-code · Recipe▲0
• 8.🧾Tax set-aside reminderWhen a payment arrives, reminds you to move a share to a tax savings account.Bookkeeping & admin · No-code · Recipe▲0
• 9.🧾Contract renewal trackerReminds you before contracts and annual plans renew.Bookkeeping & admin · No-code · Recipe▲0
• 10.🧾Receipt photo to expenseSnap a paper receipt and it becomes an expense row.Bookkeeping & admin · No-code · Recipe▲0
• 11.🧾Supplier bills to a sheetReads invoices sent to a bills inbox and adds vendor, dates, amounts and tax to a sheet for review.Bookkeeping & admin · No-code · Recipe▲0
• 12.🧾Weekly cash runway checkEach week, works out how many months your cash lasts at the current burn and shows the change.Bookkeeping & admin · No-code · Recipe▲0
• 13.🧾Sales tax threshold watcherTotals sales by US state or country and warns you when you get close to a level where you may need to register for tax.Bookkeeping & admin · No-code · Recipe▲0
• 14.🧾Receipts to your bookkeeper automaticallyLabels receipt emails as they arrive and forwards them to your bookkeeping tool's email-in address.Bookkeeping & admin · No-code · Recipe▲0