By job
Automations for Controllers
Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
O*NET occupation: Treasurers and Controllers (11-3031.01). The software list and tasks below come from that record, not from guesswork.
Built for controllers
- HQBMade to order
HubSpot deal Closed Won → QuickBooks Online invoice + number back on the deal
Won deals become sent QuickBooks invoices with the number written back to HubSpot.
Invoicing, payments & bookkeeping$99 - StGGSMade to order
Stripe failed payment → customer email from Gmail + retry log in Sheets
Every failed card gets a personal payment-link email and a row in your log.
Invoicing, payments & bookkeeping$99 - QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Invoiced, collected and overdue for the week, in an Excel table and a Teams channel.
Reporting & dashboards$99 - QB{}In build
New QuickBooks Online customer → record created in any app with an API
Add a customer in QuickBooks once; the same record lands in your CRM by API.
Data sync & backups$49 - StSTwMade to order
Stripe failed payment → Slack #billing alert + SMS above a set amount
Know which customer's card failed, and how much, before they email you.
Notifications & alerts$99
Runs on software controllers already use
Matched through the tools this occupation is documented as using.
- GCDrQBMade to order
Gmail receipt → Claude reads it → QuickBooks expense + PDF filed in Drive
Invoicing, payments & bookkeeping$199 - HQBCUSMade to order
HubSpot Closed Won → QuickBooks customer, ClickUp onboarding + Slack #wins
Sales & CRM hygiene$199 - OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Email triage & inbox$99 - ONCTMade to order
Outlook shared inbox → Claude draft reply saved in the thread + Teams ping
Email triage & inbox$199
Software controllers use that we connect
- QBQuickBooks Online
- XMicrosoft Excel
- WMicrosoft Word
- OMicrosoft Outlook
What we can build for controllers
The job’s documented tasks, most important first. Each is a request away.
- Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.Quote it
- Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.Quote it
- Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.Quote it
- Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.Quote it
- Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.Quote it
- Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for controllers