With automations, you can effortlessly automate and manage financial workflows directly within your Qonto account, enhancing efficiency and reducing manual tasks.
The automations feature is designed for ease of use, requiring no technical expertise. It leverages intelligent templates and workflows to ensure your financial processes run smoothly and automatically.
Who can use it ?
This feature is available for Smart, Premium, Essential, Business and Enterprise plans, and can be accessed by Owners and Admins roles.
What should I know before using Qonto automations?
- Single Account
You need at least two accounts or sub-accounts to set up automations. They cannot be implemented with a single account. - Mobile Access
Automations are currently only accessible through the Qonto mobile app, not on the web platform. - Specific Use Cases
Automations are designed for specific financial tasks and cannot be customized for other purposes. - Insufficient Funds
An automation may fail if there are not enough funds in the source account when it runs. - Plan Changes
Downgrading your plan or removing add-ons may restrict certain automation features, including automatic approvals. - Template Availability
Not all templates are currently active; some are marked as "coming soon" and cannot be used yet.
What automations are available?
- Income VAT Balance: Manage your VAT effortlessly by automating balance calculations.
- Advanced Income Splitter: Automatically divide income into different categories or accounts as per your requirements.
- Corporate Tax (🇫🇷 IS) Balancer: Easily balance corporate tax payments for French companies.
- Corporate Tax (🇫🇷 Urssaf) Balancer: Automate the balancing of Urssaf contributions for your business in France.
- Combo Taxes (🇫🇷 VAT, Urssaf, and IS): A comprehensive automation to handle VAT, Urssaf, and corporate tax collectively for seamless financial management.
How to create an automation ?
- Access automations:
- From the Qonto menu, click on Automations
- Choose a template:
- Click on the templates tab.
- Browse the templates library and select a template that fits your needs.
- Set up the automation:
- Click on continue after selecting a template.
- Follow the prompts to configure the automation:
- Select the source and destination accounts (all templates require at least 2 accounts).
- Define triggers, conditions, and actions.
- Review your settings to ensure everything is correct.
- Click on continue.
💡 Ensure sufficient funds are available in your source accounts to avoid any disruptions in automated workflows.
- Choose the run type for the automation:
- Ask for approval: Requires approval for each automation (each time the automation runs, you will get a notification and you will have to approve the action - all automations that need approval can be found in the Tasks ).
- Automatically: Runs without intervention (you will still be notified when the automation runs, with no action required from your part).
By following these steps, you can efficiently automate your financial workflows in Qonto, saving time and reducing manual tasks.
How do I edit and delete my automations ?
- View active automations:
- Go to the Your automations tab.
- Here, you can see all your active automations.
- Check their status and automation history.
- Edit an automation:
- From the Your automations tab, select the automation you want to edit or delete.
- Modify the settings as needed.
- Save your changes.
How do I approve automated tasks ?
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For manual approval:
- Receive a notification of the pending task.
- Go to the Qonto tasks section.
- Select the automation you need to review.
- Review the automation details carefully.
- If you are satisfied with the actions, select the ones you want to approve and click on approve selected actions.
- If you decide not to approve the automation, click on decline all actions.
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For automatic approval:
- Tasks execute automatically based on the rules you have set.
- You will receive notifications after each execution to keep you informed.
- You can view the history of these automatic tasks in the automation details.