InTouch Hub › For accounting and bookkeeping

For accounting and bookkeeping

98 items on the hub serve accounting and bookkeeping. Ready-to-run automations first, then the tools they build on.

Ready to run (14)

Install and go. Each one is a complete automation with its own schedule or trigger.

• workflow Document Request Chaser — Daily digest of outstanding client documents, aged and tiered into nudge / follow-up / escalate, with a draft request per client. Drafts go to staff for review - nothing is sent to a client automatically.
• workflow Filing Deadline Watcher — Daily reminder of upcoming tax and compliance filing deadlines from a firm-maintained Sheet. Reminds at 30/14/7/3/1-day windows and flags anything already past due. Does NOT calculate due dates from tax rules - the firm enters the dates.
• workflow Invoice Reminder (Sheets-driven, escalating) — Sheet-driven invoice reminder. Reads an InvoiceLog Sheet, sends personalized reminder emails for overdue invoices with escalating tone (friendly → follow-up → final), stamps each row to prevent duplicate chases. Replaces the thin CSV-driven invoice-reminder workflow that sent one generic email regardless of which invoice was overdue.
• workflow invoice-reminder — Check for overdue invoices and send payment reminders
• workflow Month-End Report Pack — Checks each client's month-end pack folder against the expected report list and reports what is present, what is missing, and which packs are late. Presence and naming only - it does not open the files or check the numbers.
• workflow Reconciliation Variance Explainer — Compares a GL export against a subledger or bank export, flags every account differing by more than a threshold, then has the AI write the covering narrative. The variances are computed in code - the model only describes numbers it was given.
• workflow Stripe Failed Payment Alert — Check Stripe for recent charges and alert on failed payments.
• workflow Unbilled Time Digest — Weekly worklist of time recorded but not billed, and invoices past due in 30/60/90 buckets. Arithmetic only - it does not issue invoices, contact clients, or touch a trust account.
• skill CSV Anomaly Detector — Scan a CSV sample for anomalies (outliers, missing, type drift) and report findings.
• skill CSV Import Validator — Inspect a CSV file's headers and sample rows for schema problems, weird columns, missing required fields, encoding issues, and obvious data quality red flags before loading into a database.
• skill daily-sales-reconciler — Process end-of-day sales photos from registers or POS systems. Extract totals, compare against expected ranges, flag discrepancies, and generate daily summaries for the owner.
• skill expense-tracker — Process expense receipts from any channel. Extract merchant, amount, date, category from receipt photos/PDFs. Enforce spending policies. Accumulate into expense reports. Submit for approval.
• skill Invoice Field Extractor — Extract structured fields (vendor, number, date, line items, total) from invoice text.
• skill invoice-processor — Extract structured data from invoice emails and PDF attachments. Returns vendor, amount, line items, due date, and payment terms. Flags unusual amounts or unknown vendors.

Hand-built tools (13)

• hand-built licensed ADP — Read ADP Workforce Now workers and pay statements via the ADP HR & Payroll REST APIs.
• hand-built licensed Anaplan — Discover Anaplan workspaces, models, lists, exports and actions via the Anaplan Integration API v2.
• hand-built Chargebee — Read and create Chargebee data — customers, subscriptions, invoices — for recurring billing via the Chargebee REST API.
• hand-built licensed Coupa — Read Coupa procurement data — requisitions, purchase orders, suppliers, and invoices.
• hand-built licensed Essbase — Automate Oracle Essbase OLAP cubes — run calculations, load and extract data, build dimensions, and manage applications through the Essbase JAPI.
• hand-built Excel — Read and write Microsoft Excel workbooks (.xlsx and .xls), list sheets, and convert between Excel and CSV.
• hand-built licensed NetSuite — Read NetSuite records — customers, sales orders, invoices — via the SuiteTalk REST Record API.
• hand-built QuickBooks Online — Query QuickBooks Online, read customers and invoices, create invoices, and fetch company details through the Accounting API v3.
• hand-built Recurly — Manage subscriptions, accounts, and invoices for recurring revenue via the Recurly API.
• hand-built licensed SAP Concur — Read SAP Concur expense data — reports, entries, and users.
• hand-built Stripe — Read and create Stripe data — customers, charges, subscriptions, invoices — via the Stripe REST API.
• hand-built licensed TM1 — Run IBM Planning Analytics (TM1) TurboIntegrator processes, read and write cube data, and query dimensions through the TM1 REST API.
• hand-built Xero — Read Xero accounting data — invoices, contacts, accounts and payments — through the Xero Accounting API.

Other tools (71)

Transcribed from each vendor’s published API specification — check the operations before you rely on one.

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