Accounting Automation
Accounting’s repetitive processes make it perfect for automation. Connect your accounting software with CRM, email, ERP, and cloud storage through Make.com to eliminate manual data entry, reducing errors by 90%.
What we automate:
- Auto-extract invoices from emails and upload to accounting software
- Sync transactions between payment processors and bookkeeping tools
- Update records simultaneously across CRM, ERP, and accounting platforms
- Generate recurring invoices and send automated payment reminders
- Reconcile bank statements with accounting records automatically
- Create expense reports from receipts using OCR technology
- Calculate and file VAT/tax returns with real-time data
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Gmail
An invoice is emailed to your company inbox.
Trigger -
Quickbooks
Automatically extract invoice details and upload them to your accounting platform.
Action -
Hubspot
Update customer or vendor information in your CRM and accounting software simultaneously.
Action -
Google Drive
Store the invoice in a designated folder for record-keeping.
Action






