TemplatesFinance
Finance
templates
Invoices, expenses, close, collections and reporting. Built and tested by our team: add one, connect its apps, and change anything you like.
16 workflowsInvoices, expenses, close, collections and reporting.
Start every week knowing your cash and runwayEvery Monday, one email with your Mercury cash, monthly burn and months of runway, last week's money in and out, and where it went.
Mercury
GmailWeeklyView workflow Never miss a filing or renewal deadlineChecks your deadline sheet each morning and emails you as each licence, permit, tax filing or renewal comes due, with a calendar event.
Google Sheets
Google CalendarGmailDailyView workflow Chase overdue QuickBooks invoicesEmails customers a polite reminder with the invoice attached at 3, 14 and 30 days overdue, and sends you a morning summary of what's owed.
QuickBooks OnlineGmailWeekdaysView workflow Email last month's profit and loss for each departmentOn the 3rd of each month, emails you last month's profit and loss for each department, or for the whole business, with AI commentary.Google Sheets
AnthropicGmailMonthlyView workflow Verify the vendor behind a bank or card lineThe engine behind the bank-line checks: finds who a feed line was paid to, what they do and what it was likely for, or says it could not.
Serper
Exa
OpenAIManualView workflow Find out who a bank charge was paid toPaste a cryptic bank or card line and get back who was paid, what they do, what it was likely for and where to post it, with sources.ManualView workflow Identify who was paid on every bank feed lineResearches each new line on a client's bank feed sheet and writes who was paid, what they do and where to post it, with sources.Google SheetsManualView workflow Weekly revenue up-or-down emailEvery Monday, totals last week's revenue from your sheet, says if it is up or down on the week before, and explains a rise.Google SheetsGmailAnthropicWeeklyView workflow File emailed documents and log what they sayFiles every document that arrives by email into Box and records what it says as a row on your register.Gmail
BoxGoogle Sheets+1 more: OpenAIOn new emailView workflow Turn a bank statement into transaction rowsReads every transaction line off a bank statement PDF and adds one row per line to your spreadsheet, exactly as printed.Google Sheets
ExtendManualView workflow Turn a price list into Stripe payment linksCreates every product in your price list in Stripe and records its shareable payment link on a tab, never twice.Google Sheets
StripeManualView workflow Look up an unfamiliar website before you deal with itGathers what public records, the web archive and search results say about a site you don't know, each with its source.
RDAP
Wayback MachineAnthropic+2 more: Serper, Google SheetsManualView workflow Turn receipts and invoices into expense rowsReads each receipt or invoice you link, pulls out supplier, date, total and tax, and adds a row to your expenses sheet.Google SheetsOpenAIManualView workflow File email attachments into Google DriveSaves the attachments from senders you nominate into a Google Drive folder, and labels the mail so nothing is filed twice.Gmail
Google DriveHourlyView workflow Categorise expenses in a spreadsheetEach day, files every new row of your expenses sheet under one of your own categories, writing it into a Category column.Google SheetsAnthropicDailyView workflow Write research notes from a company filingReads a company filing you supply and writes notes on what it says - segments, risks, management commentary - into a Google Doc.
Google DocsOpenAIManualView workflow
MercuryGmailWeeklyView workflow Never miss a filing or renewal deadlineChecks your deadline sheet each morning and emails you as each licence, permit, tax filing or renewal comes due, with a calendar event.Google SheetsGoogle CalendarGmailDailyView workflow Chase overdue QuickBooks invoicesEmails customers a polite reminder with the invoice attached at 3, 14 and 30 days overdue, and sends you a morning summary of what's owed.QuickBooks OnlineGmailWeekdaysView workflow Email last month's profit and loss for each departmentOn the 3rd of each month, emails you last month's profit and loss for each department, or for the whole business, with AI commentary.Google SheetsAnthropicGmailMonthlyView workflow Verify the vendor behind a bank or card lineThe engine behind the bank-line checks: finds who a feed line was paid to, what they do and what it was likely for, or says it could not.SerperExaOpenAIManualView workflow Find out who a bank charge was paid toPaste a cryptic bank or card line and get back who was paid, what they do, what it was likely for and where to post it, with sources.ManualView workflow Identify who was paid on every bank feed lineResearches each new line on a client's bank feed sheet and writes who was paid, what they do and where to post it, with sources.Google SheetsManualView workflow Weekly revenue up-or-down emailEvery Monday, totals last week's revenue from your sheet, says if it is up or down on the week before, and explains a rise.Google SheetsGmailAnthropicWeeklyView workflow File emailed documents and log what they sayFiles every document that arrives by email into Box and records what it says as a row on your register.GmailBoxGoogle Sheets+1 more: OpenAIOn new emailView workflow Turn a bank statement into transaction rowsReads every transaction line off a bank statement PDF and adds one row per line to your spreadsheet, exactly as printed.Google SheetsExtendManualView workflow Turn a price list into Stripe payment linksCreates every product in your price list in Stripe and records its shareable payment link on a tab, never twice.Google SheetsStripeManualView workflow Look up an unfamiliar website before you deal with itGathers what public records, the web archive and search results say about a site you don't know, each with its source.RDAPWayback MachineAnthropic+2 more: Serper, Google SheetsManualView workflow Turn receipts and invoices into expense rowsReads each receipt or invoice you link, pulls out supplier, date, total and tax, and adds a row to your expenses sheet.Google SheetsOpenAIManualView workflow File email attachments into Google DriveSaves the attachments from senders you nominate into a Google Drive folder, and labels the mail so nothing is filed twice.GmailGoogle DriveHourlyView workflow Categorise expenses in a spreadsheetEach day, files every new row of your expenses sheet under one of your own categories, writing it into a Category column.Google SheetsAnthropicDailyView workflow Write research notes from a company filingReads a company filing you supply and writes notes on what it says - segments, risks, management commentary - into a Google Doc.Google DocsOpenAIManualView workflow Start from a workflow that already works.
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