Chapter 23 – Automating Your Finance and Reporting Processes

1. There are many different finance processes that can be automated with Zapier. If you use one or more cloud-based sales applications that integrate with Zapier, you will be able to automate processes that involve these applications. Two examples are as follows:
   • Invoice management and accounting workflows
   • Payment processing workflows
2. There are many different reporting processes that can be automated with Zapier. If you use one or more cloud-based sales applications that integrate with Zapier, you will be able to automate processes that involve these applications. A few examples are as follows:
   • Spreadsheet reporting workflows
   • Website analytics workflows
   • Business intelligence and dashboard workflows