- Financial Automation
- Financial Transactions
- Automate payment logging
Process new payment transactions
This automation category streamlines the handling of incoming payment transactions by automatically capturing and recording them in your preferred financial systems. It eliminates manual data entry, ensuring accurate, real-time updates to your accounting or budgeting tools. By connecting your payment platforms with bookkeeping and budgeting apps, you maintain up-to-date records, improve financial visibility, and reduce reconciliation errors.
Filter by common apps:
Revolut Business
Code by Zapier
YNAB
Square
Wave
Formatter by Zapier
Follow Up Boss
Lofty
- Process and send transaction data from Revolut Business to Code by Zapier
- Create new transaction in YNAB when spending occurs in account
Create new transaction in YNAB when spending occurs in account
- Create financial transaction in YNAB when new payment is received in Square
Create financial transaction in YNAB when new payment is received in Square
- Record new Square payments as income in Wave, and calculate fees and tax
Record new Square payments as income in Wave, and calculate fees and tax
- Create transaction in Lofty when new deal is initiated in Follow Up Boss
Create transaction in Lofty when new deal is initiated in Follow Up Boss