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Automate Expense Tracking with Dooer

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.

When a New Transaction Occurs
Solution
1. Trigger on New Transaction

Detect a new transaction on a company credit card.

Capture Transaction Details
Solution
2. Fetch Transaction Data

Automatically fetch data from the new transaction.

Categorize Expense
Solution
3. Automatic Expense Categorization

Use predefined rules to categorize expenses.

Log Expense into Dooer
Solution
4. Record Expense in Dooer

Store categorized expenses in Dooer's system.

Flag Unmatched Transactions
Solution
5. Flag for Manual Review

Identify and flag uncategorized transactions.

Notify Team via Slack
Solution
6. Send Notification to Team

Alert team for quick categorization or approval.

- Repeat -

Automation Benefits

Automation Benefits

Adopt this automation for numerous advantages in expense management.

Increased Efficiency

Automate routine tasks, saving time and effort.

Enhanced Accuracy

Minimize errors in expense tracking and reporting.

Timely Insights

Access up-to-date financial information effortlessly.

Seamless Integration

Integrate with existing systems easily through Zapier.

Customizable Rules

Configure categorization rules to suit your needs.

Instant Notifications

Stay informed with real-time alerts and updates.

Features

Key Features

Explore the powerful features of this automation that make expense management seamless.

  • 1
    Real-Time Expense Tracking

    Automatically track and log expenses as transactions occur.

  • 2
    Customizable Categorization

    Define rules for automatic expense categorization.

  • 3
    Quick Team Notifications

    Instant alert for manual review through Slack messages.

Feature

Outcomes

Expected Outcomes

Implementing this automation leads to substantial improvements in your business processes.

90%
Reduced Manual Errors
50%
Faster Processing Time
30%
Improved Reporting Accuracy

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FAQ

Frequently Asked Questions

Find answers to common questions about this automation solution.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

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

Build Fee + Maintenance Fee
from 300$/month

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

Recurring
from $600/month

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