Summary
In this chapter, we discussed the different types of finance and reporting processes that can be automated with Zapier and we explored some examples of workflows used with some common applications. First, we got an overview of the types of finance processes that can be automated with Zapier. Then, we covered the types of reporting processes that can be automated with Zapier. After that, we explored where to start with automating finance and reporting processes with Zapier. Finally, we discussed how to automate accounting processes with the Xero integration.
You now know how to automate your finance and reporting processes with Zapier and, specifically, finance processes involving the Xero integration.
In the next chapter, you will learn some practical tips, tricks, and best practices for enhancing your success when using Zapier in your business.
