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Finance

Streamline financial communications and reduce errors

From reporting and approvals to customer outreach, finance teams rely on precision. Toggles for Outlook helps reduce manual work, standardize emails, and prevent costly mistakes.

Start your first workflowBook a quick walkthrough

Automate recurring finance emails

Monthly reports, invoice reminders, and approvals—turn them into repeatable, structured workflows with just one click.

Ensure accuracy at scale

Insert dynamic fields like invoice amounts, dates, and client names without manual copy-pasting. Eliminate costly typos.

Stay in Outlook

Toggles works right inside Outlook. There's no need for new software or extra training—just faster, more consistent financial communication.

Save Time, Avoid Mistakes

Use prebuilt workflows to reduce the time spent on repetitive messages while minimizing errors.

Ensure Policy Compliance

Standardize outbound messages for audits, regulatory reviews, and internal policies.

Scale Without Rework

Templates and automation help your team manage more volume without adding more hours.
Relevant finance workflows

Common finance emails your team can standardize

Standardize recurring billing, payment, invoice, approval, and document emails while keeping every message reviewable inside Outlook.

InvoicesOften saves 5-10 minutes

Invoice Delivery

Deliver an invoice to a client with payment instructions and project context.

What Toggles handles
  • Invoice message
  • Payment instructions
  • Invoice attachment
  • Client-specific details
View example
PaymentsHelps reduce missed details

Payment Instructions + Invoice

Send payment instructions and a personalized invoice.

What Toggles handles
  • Payment instructions
  • Personalized invoice details
  • Attachment reminder
  • Finance signature
View example
ConfirmationCommon finance workflow

Payment Received Confirmation

Confirm receipt of a premium payment and provide next payment information.

What Toggles handles
  • Confirmation copy
  • Payment details
  • Next payment info
  • Branded signature
View example
Accounts receivableOften saves 5+ minutes

Payment Reminder – Trip Balance Due

Remind clients about trip balance payments.

What Toggles handles
  • Reminder copy
  • Balance due fields
  • Payment deadline
  • Payment instructions
View example
ApprovalsHelps reduce back-and-forth

Change Order Request

Submit a change order request for client approval when project scope or cost changes.

What Toggles handles
  • Approval request
  • Scope/cost variables
  • Supporting context
  • Client recipients
View example
Tax documentsUseful for recurring deadlines

Tax Document Delivery

Deliver year-end tax documents to a wealth management client with guidance on next steps.

What Toggles handles
  • Tax document message
  • Attachments
  • Next-step guidance
  • Compliance-aware wording
View example
Book a team demoSee pricing

Guided rollout included

Start with your first 3 workflows

Send us examples like invoice delivery, payment instructions, payment reminders, or tax document emails. We'll help turn your first 3 into reusable Outlook workflows for your team.

Book a guided rollout

Discover your potential savings.

Estimate how much time and labor cost your team can recover by standardizing repeatable Outlook emails with shared workflows.
Adjust your assumptions
10

Regular senders of structured Outlook emails.

25

Messages with repeated wording or structure.

6 min

Prep time before Toggles workflows.

min

66%

For structured emails with repeated details.

$40/hr

Salary, benefits, and overhead if known.

Pricing assumptionBusiness Pro uses 10 billable seats at $180/year, including the 5-seat minimum.

Toggles workflows are user-initiated inside Outlook. They help prepare repeatable emails with approved details, but they never auto-send messages.

Based on your inputs
Estimated annual value recovered
$34,320
Net annual value
$32,520
Projected hours recovered per year
858
Manual repeat-email cost per year
$52,000
Toggles annual cost
$1,800
ROI
1,807%

How this estimate is calculated

  1. Repeatable email volume x preparation time = manual email time.
  2. Manual email time x estimated reduction = hours recovered.
  3. Hours recovered x loaded hourly cost, minus Toggles cost = net value.
Start your first workflowBook a quick walkthrough

Turn financial workflows into structured communication

Toggles helps finance teams reduce time spent on emails, eliminate risk, and communicate with precision. Try it free or request a demo.
Start your first workflowBook a quick walkthrough