Effortless Logging
Eliminate manual data entry by having each new transaction automatically recorded in your spreadsheet, database, or accounting tool.
- Financial Automation
- Financial Transactions
Financial Transactions
Automate the capture, categorization, and logging of every bank or payment event so your books stay up-to-date without manual data entry. Zapier instantly syncs transactions to the database or ledger you choose, ensuring real-time visibility into cash flow. This accuracy empowers faster decisions and reduces compliance risk.
Instant Categorization
Auto-apply categories or tags to transactions on the fly so reports and budgets are always current.
Timely Insights
Receive up-to-the-minute financial dashboards and alerts that help you act quickly on cash-flow changes.
Featured use cases
Automatically capture and categorize financial transactions across your systems to maintain accurate, real-time records with zero manual effort.
+ moreAutomates capturing and posting bank transactions for accurate, real-time financial tracking.
+ moreAutomatically record and reconcile incoming payments across your financial tools in real time without manual entry.
+ moreAutomatically log and refresh financial transactions in your database for accurate, up-to-date records without manual work.
+ moreAutomate monthly expense entries for recurring costs to streamline bookkeeping and ensure accurate financial records.
+ moreAutomatically log and sync financial transactions from diverse sources into your accounting system to keep your books accurate and up-to-date.
+ more