- Financial Automation
- Financial Accounting
- Automated accounting entries
Create accounting entries for new financial transactions
Automate the recording of all financial transactions as soon as they occur across various platforms, ensuring real-time accounting data with minimal manual effort. By integrating email, cloud storage, payment processors, and accounting systems, you eliminate data entry errors and streamline your financial workflows. This approach keeps your ledgers up-to-date, enhances visibility into cash flow, and accelerates month-end closing.
Filter by common apps:
Stripe
Quipu
Google Sheets
Formatter by Zapier
bexio
Slack
Google Drive
Gmail
Salesforce
Xero
JobTread
Filter by Zapier
Dext
Zapier Tables
Storage by Zapier
HubSpot
Delay by Zapier
Schedule by Zapier
LeadSimple
Givebutter
QuickBooks Online
- Create an income ticket in Quipu for each new charge in Stripe
- Process new financial entries from Google Sheets to bexio, and notify team on Slack
Process new financial entries from Google Sheets to bexio, and notify team on Slack
- Extract account numbers, retrieve data from Google Sheets, and send financial summary via Gmail
Extract account numbers, retrieve data from Google Sheets, and send financial summary via Gmail
- Update accounting records in Xero when Salesforce receipt is marked as transferred
Update accounting records in Xero when Salesforce receipt is marked as transferred
- Process financial documents from JobTread, submit receipts to Dext, and create records in Zapier Tables
Process financial documents from JobTread, submit receipts to Dext, and create records in Zapier Tables
- Update accounting records in Google Sheets when a new customer is added in Stripe
Update accounting records in Google Sheets when a new customer is added in Stripe
- Create a bill in Xero when a deal property changes in HubSpot
Create a bill in Xero when a deal property changes in HubSpot
- Create and update monthly accounting processes in LeadSimple
Create and update monthly accounting processes in LeadSimple
- Create deposit in QuickBooks from new transaction in Givebutter, format date, and filter results
Create deposit in QuickBooks from new transaction in Givebutter, format date, and filter results