📊 AI Bookkeeping & Expenses Automations
Build a live bookkeeping app with Taskade Genesis — describe your records in one prompt and clone a working system in seconds, no developer needed.
37 automations available • Page 2
Financial Report Automation
Generate profit and loss, balance sheet, and cash flow reports automatically on your chosen schedule.
Google Sheets → Taskade AI → Taskade · 3 stepsVendor Management Automation
Centralise vendor records, track contract renewal dates, and automate payment terms compliance automatically.
Google Sheets → Taskade AI → Taskade · Vendor Reviewer agent · 3 stepsAudit Trail Automation
Automatically log every financial action, approval, and change with a timestamped audit trail ready for review.
Subscription Billing Automation
Automate recurring subscription billing, failed payment retries, and renewal notifications without manual intervention.
Schedule → Taskade AI → Stripe → Taskade · 4 stepsPetty Cash Automation
Log, approve, and replenish petty cash automatically with a full audit trail and zero lost receipts.
Schedule → Taskade AI → Taskade · Invoice Reviewer agent · 3 stepsMulti-Currency Bookkeeping Automation
Automatically convert, track, and reconcile transactions in multiple currencies with live exchange rate data.
Schedule → Taskade AI → Utilities → Taskade · 4 stepsClient Billing Portal Automation
Give each client a self-serve billing portal where they can view invoices, check payment history, and pay online.
Schedule → Taskade AI → Taskade · Invoice Reviewer agent · 3 stepsFixed Asset Register Automation
Automatically track asset acquisitions, calculate depreciation, and flag assets due for disposal or replacement.
Schedule → Taskade AI → Utilities → Taskade · Invoice Reviewer agent · 4 stepsYear-End Close Automation
Run through every year-end close task automatically — from accruals to final trial balance — with zero items missed.
Contractor Payment Automation
Collect contractor invoices, verify hours, approve payments, and send remittances automatically every pay cycle.
Schedule → Taskade AI → Taskade · Contract Reviewer agent · 3 stepsProfit Margin Tracking Automation
Automatically calculate and track gross and net margins by product, service, or project in real time.
Deferred Revenue Tracking Automation
Automatically recognise revenue on the correct schedule and maintain a live deferred revenue balance for compliance.
Schedule → Taskade AI → Taskade · Finance Analyst agent · 3 stepsCost Allocation Automation
Automatically split shared costs across departments, projects, or cost centres using your defined allocation rules.
Schedule → Taskade AI → Utilities → Taskade · Project Watch agent · 4 stepsIntercompany Transaction Automation
Automatically record, match, and eliminate intercompany transactions across your group entities for clean consolidation.
Schedule → Taskade AI → Taskade · 3 stepsBookkeeping Onboarding Automation
Automate the full client onboarding process for bookkeeping engagements — from intake form to live chart of accounts.
Or describe your own
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Describe what should happen and Taskade wires the trigger, the steps and the connections for you. Or start from one of the 37 workflows in this category.
- Event-triggered
- 100+ integrations
- Branching logic
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