Streamline your expense management by automating tracking and categorization of credit card transactions with Dooer and Zapier. Minimize manual entry and ensure accurate financial reporting.
Detect a new transaction on a company credit card.
Automatically fetch data from the new transaction.
Use predefined rules to categorize expenses.
Store categorized expenses in Dooer's system.
Identify and flag uncategorized transactions.
Alert team for quick categorization or approval.
- Repeat -
Automation Benefits
Adopt this automation for numerous advantages in expense management.
Automate routine tasks, saving time and effort.
Minimize errors in expense tracking and reporting.
Access up-to-date financial information effortlessly.
Integrate with existing systems easily through Zapier.
Configure categorization rules to suit your needs.
Stay informed with real-time alerts and updates.
Explore the powerful features of this automation that make expense management seamless.
Automatically track and log expenses as transactions occur.
Define rules for automatic expense categorization.
Instant alert for manual review through Slack messages.
Outcomes
Implementing this automation leads to substantial improvements in your business processes.
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Pricing Plans
Choose a plan that's suitable for your needs.
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required