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Finolog - Create PDF, Word, Excel Documents
Finolog connects with Documentero to turn your financial data into ready-to-use documents. Each time a new account, project, or transaction is added in Finolog, Documentero can automatically create reports, invoices, or statements in .docx, .pdf, or .xlsx formats. This integration helps businesses quickly prepare professional files from their accounting records without manual copy-paste work.
Finolog
Documentero
Triggers
Watch Accounts — Triggers when a new account is created.
Watch Categories — Triggers when a new category is created.
Watch Companies — Triggers when a new company is created.
Watch Contractors — Triggers when a new contractor is created.
Watch Projects — Triggers when a new project is created.
Watch Requisites — Triggers when a new requisite is created.
Watch Transactions — Triggers when a new transaction is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Finolog using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Finolog using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Finolog transactions
Create Excel expense reports from Finolog categories
Export Word contracts when new contractors are added in Finolog
Generate financial summaries in PDF when new projects are created in Finolog
Build company registration documents from Finolog company data
Produce account statements in Word when new accounts are added in Finolog
Create Excel balance sheets from Finolog requisites
Generate contractor payment receipts in PDF from Finolog transactions
Export project budget reports from Finolog into Excel with Documentero
Automatically create financial overviews in Word when new categories are added in Finolog
How you can use Finolog + Documentero
Generate Transaction Reports
When a new transaction is recorded in Finolog, Documentero can create a detailed PDF report for accounting or auditing purposes.
Create Contractor Agreements
As soon as a new contractor is added in Finolog, Documentero can generate a contract document using a predefined template.
Prepare Company Profiles
When a new company is created in Finolog, Documentero can automatically produce a company profile document in Word format.
Export Project Summaries
Each time a new project is registered in Finolog, Documentero can generate a project summary file in Excel for internal tracking.
Build Account Statements
Whenever a new account is added in Finolog, Documentero can generate a statement document ready to share with stakeholders.
Setup Guides
Zapier Tutorial: Integrate Finolog with Documentero
- Create a new Zap in Zapier.
- Add Finolog to the zap and choose one of the triggers (Watch Accounts, Watch Categories, Watch Companies). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Finolog trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Finolog with Documentero
- Create a new scenario in Make.
- Add Finolog to the scenario and choose one of the triggers (Watch Accounts, Watch Categories, Watch Companies). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Finolog trigger.
- Run or schedule your scenario and verify the output.
