Finance automations
Chase the bills nobody has paid
Reads your QuickBooks bills every Monday and emails you a round-up of the ones still carrying a balance.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Get every bill on the account
- 2Keep only the bills still owing and write them up
- 3Email me the list so I can chase them
When it runs
Every Monday at 9am. You can change the schedule in plain words after you start it.
What it needs
QuickBooksGmailConnected once, then reused by every automation that needs them.
Where it stops
It halts before the irreversible part and shows you what it is about to do. You see the message, the recipient and the data it read, and nothing is sent until you say so. Once you trust it, you can tell it to stop asking.
Free, and no card. It runs for real, five times.
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