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Workflows & Automations

Automate Your
Business Processes

Create powerful workflows with our visual builder. Automate repetitive tasks, connect services, and save hours every day.

Free forever plan • No credit card required

Trusted by Industry Leaders

See how businessesare transforming their finances

From startups to growing companies, see how Financbase is revolutionizing financial operations

Representative clients and industry examples

Microsoft logo
Google logo
Stripe logo
Shopify logo
Notion logo
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Significant time saved
"Financbase has transformed our financial operations. We've significantly reduced manual work and improved accuracy. The AI insights are game-changing."
SJ
Sarah Johnson
CFO at TechFlow
Improved efficiency
"The automation features are impressive. We process more transactions efficiently with the same team. ROI was positive within the first month."
MC
Michael Chen
Finance Director at GrowthCorp
Real-time insights
"Finally, a platform that scales with our business. The real-time analytics help us make data-driven decisions every day."
ER
Emily Rodriguez
CEO at InnovateLabs
1K+
Business Community
4.8
Rated Platform
$470.9K
Revenue Processed
99.9%
Uptime
Why Choose Workflows & Automations

Built for the future ofbusiness automation

Three core capabilities that set us apart from traditional automation tools

Visual Workflow Builder

10x
+200%
Faster Setup

Create complex workflows with our drag-and-drop visual builder. No coding required - just connect the dots

Drag-and-drop interface
Pre-built workflow templates
Conditional logic and branching
Real-time workflow testing

Powerful Triggers

100+
+25
Trigger Types

Automate workflows based on events, schedules, webhooks, or manual triggers. Connect to any service

Event-based triggers
Scheduled automation
Webhook integrations
API triggers

Seamless Integrations

50+
+10
Integrations

Connect with 50+ services including Slack, Stripe, QuickBooks, Google Workspace, and more

50+ native integrations
Custom API connections
OAuth authentication
Real-time data sync
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Background Paths

Enterprise-Grade Capabilities

Everything you need to automate your business processes

One-Click Execution

Run workflows instantly with a single click

Real-Time Monitoring

Monitor workflow execution in real-time

Team Collaboration

Share and collaborate on workflows with your team

Secure & Reliable

Enterprise-grade security and 99.9% uptime

Workflow Types

Automate EverythingFor Every Business Type

Comprehensive automation features designed to streamline your business operations

Invoice Automation

Automatically create and send invoices based on triggers

Expense Approval

Automate expense approval workflows with notifications

Data Synchronization

Sync data between systems automatically

Notification Workflows

Send automated notifications based on events

Report Generation

Automatically generate and distribute reports

Custom Workflows

Build any workflow to match your business needs

Financbase has completely transformed our financial operations. The AI-powered insights are incredibly accurate and help us make data-driven decisions faster than ever before.

Sarah Chen

CFO, TechStart Inc.

The real-time analytics and automated reporting features have saved us hours every week. The dashboard is both intuitive and powerful, giving us complete visibility into our financial health.

Marcus Rodriguez

Finance Director, GrowthCorp

After implementing Financbase, our team processes financial data 60% faster. The seamless integrations and predictive analytics have made it an essential tool for our growing business.

David Kim

VP Finance, ScaleUp Ventures

Intuitive Financial Dashboard Experience Financbase Simplify your financial operations with our beautifully designed analytics platform that provides actionable insights out of the box.

Seamless Financial Integration Ecosystem Financbase Integrate effortlessly with your existing financial tools using Financbase's smart API-ready architecture and eliminate data silos in seconds.

QuickBooks

QuickBooks

Sync your accounting data seamlessly with automated reconciliation

Stripe

Stripe

Track payments and revenue streams in real-time

Xero

Xero

Connect your accounting software for unified financial management

Bank APIs

Bank APIs

Direct bank connectivity for instant transaction updates

+2.5K

Active Businesses

$50M+

Transactions Processed

99.9%

Uptime Guarantee

Using Financbase has been like unlocking a new level of financial intelligence. It's the perfect fusion of simplicity and power, enabling us to make smarter business decisions with confidence.

Jennifer Walsh, CEOCompany Logo
Pricing

Simple, Transparent Pricing

Choose the perfect plan for your business. All plans include our core AI features and 24/7 support.

Starter Plan

Perfect for small businesses getting started

$29/month
Click to Sale

Features

Free includes:

  • Email support
  • Mobile app access
  • Basic analytics
  • Export to PDF/Excel
  • Standard security
Most Popular

Professional Plan

Popular

Ideal for growing businesses

$79/month
Click to Sale

Features

Everything in Starter, plus:

  • Priority support
  • API access
  • Custom integrations
  • Advanced security
  • Custom dashboards
  • AI-powered insights
  • Multi-currency support
  • Budget planning tools
  • Team collaboration

Enterprise Plan

For large organizations

$199/month
Get startedClick to Sale

Features

Everything in Professional, plus:

  • Dedicated support
  • White-label options
  • API rate limits
  • Custom integrations
  • Advanced compliance
  • Priority onboarding
  • Custom training
  • SLA guarantee

All Plans Include

14-day free trial
No setup fees
Cancel anytime
Common Questions

Frequently AskedQuestions

Everything you need to know about Financbase

Still have questions?

We're here to help! Get in touch with our support team.

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Join thousands of businesses using Workflows & Automations to save time and increase productivity