Wave: Automated Accounting & Financial Reporting

Overview

Automatically manage accounting tasks and generate financial reports to keep your business finances organized.

Steps

1. Trigger: Bank Account – New Transaction
2. Categorize Transaction: Wave – Auto-categorize based on rules
3. Match Receipts: Wave – Link Receipts to transactions
4. Generate Reports: Google Sheets – Update Financial Dashboard weekly
5. Expense Alerts: Email – High Expense notifications
6. Monthly Summary: Email – Financial Summary to stakeholders

Tip

Use Wave's receipt scanning feature to automatically capture and categorize business expenses for better tax preparation.