If you'd do it every time, let it do itself.
An automation is a rule: when this happens, do that. It can start from an invoice being posted, paid in full or overdue by a number of days, a bill being posted or due soon, money going out, or a new customer or supplier. It can tell someone, add a comment, add a card to a board or set a custom field.
- Tell someone
- The team
- Add a card
- Get paid · Chasing
- Status
- On
Routine follow-ups depend on memory
Every business has its rules: tell finance about big invoices, chase after two weeks. They get done when somebody remembers.
Rules anyone can write, safe by design
You choose from a fixed set of triggers and actions in plain words. There are no scripts, so a rule can't do anything unexpected to your ledger.
- 1
Choose what starts it
Filter by amount or by one customer or supplier if you want.
- 2
Choose what it does
Add between one and five actions.
- 3
Switch it on
Each rule acts on a record once, and every run is logged.
Seven triggers
From a new customer to an overdue invoice.
Four safe actions
Notify, comment, add a card, set a field.
Time-based rules
Overdue and due-soon rules run daily.
Every run logged
See what each rule did.
Private to your business
Every row is locked to your business by the database.
Checked by the database
Entries that don't balance are refused.
No card, no trial
The core ledger is free for as long as you use it.
Automations, answered.
When this happens, do that: tell someone, comment, add a card or set a field.
No. Automations notify, comment, add cards and set fields. They can't change your ledger.
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Free bookkeeping, done properly.
No card, no trial, no catch. Signing up never adds you to our client list.