Automation recipes for the month-end close.

Free, step-by-step n8n, Make, and Zapier workflows for QuickBooks, Xero, BILL, and the rest of the finance stack, written by an accountant. Every recipe tells you where a human needs to stay in the loop.

Browse 31 recipes

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Accounts payable Accounts receivable Bank reconciliation Month-end close Nonprofit grants & donors Payroll prep Receipt capture Reporting

Popular recipes

Turn emailed vendor invoices into QuickBooks bills (n8n)

Watch an AP inbox, pull the fields out of PDF invoices with AI, and create a bill in QuickBooks Online for review.

n8nAccounts payableIntermediateHuman check: High

Saves ~3-5 hrs/month

Send supplier invoices to Xero as draft bills (Make)

Watch an Outlook folder, extract invoice data with AI, and create a draft bill in Xero.

MakeAccounts payableIntermediateHuman check: High

Saves ~3-5 hrs/month

Post new BILL invoices to Slack for approval (Zapier)

Get a Slack message with the vendor, amount, and due date each time a bill lands in BILL.

ZapierAccounts payableBeginnerHuman check: Low

Saves ~1-2 hrs/month

Flag possible duplicate vendor invoices (n8n)

Once a week, scan recent bills for the same vendor and amount, or the same invoice number, and email a list of suspects.

n8nAccounts payableIntermediateHuman check: Medium

Saves ~1-2 hrs/month

Track missing W-9s for new vendors (Make)

Log every new QuickBooks vendor in a W-9 tracker sheet and remind yourself until the form is received.

MakeAccounts payableBeginnerHuman check: Medium

Saves ~2-4 hrs at year-end

Get overdue invoice reminders from QuickBooks (Zapier)

Create a draft reminder email whenever a QuickBooks invoice comes due.

ZapierAccounts receivableBeginnerHuman check: Medium

Saves ~2-3 hrs/month