- Financial Automation
- Financial Transactions
- Automated transaction logging
Record and manage bank transactions
Automating bank transaction recording and management centralizes financial data and reduces manual entry errors, ensuring up-to-date and accurate ledgers. It accelerates reconciliation by instantly capturing payment events and creating corresponding entries in your accounting or reporting system. This streamlines workflows, improves visibility into cash flow, and saves time for strategic financial planning.
Filter by common apps:
Google Sheets
Xero
Filter by Zapier
Motion
Mercury
Bubble
Givebutter
QuickBooks Online
Bloomerang
Ponto
Formatter by Zapier
Airtable
Shopify
GoFundMe Pro
- Create bank transaction in Xero from new or updated row in Google Sheets
- Create task in Motion for new bank transactions in Xero
Create task in Motion for new bank transactions in Xero
- Process new Mercury bank transactions and trigger API workflow in Bubble
Process new Mercury bank transactions and trigger API workflow in Bubble
- Record donations in QuickBooks Online, find or create customers, and create journal entries
Record donations in QuickBooks Online, find or create customers, and create journal entries
- Process new transactions in Bloomerang, find or create contacts in Xero, and create bank transactions in Xero
Process new transactions in Bloomerang, find or create contacts in Xero, and create bank transactions in Xero
- Process new transactions from Ponto, filter with Zapier, calculate amounts, and create records in Airtable
Process new transactions from Ponto, filter with Zapier, calculate amounts, and create records in Airtable
- Record new payments from Xero as transactions in Shopify
Record new payments from Xero as transactions in Shopify
- Create task in Motion for new bank transaction in Xero
Create task in Motion for new bank transaction in Xero
- Record new donations in QuickBooks from GoFundMe Pro transactions, and create customer records, and generate journal entries
Record new donations in QuickBooks from GoFundMe Pro transactions, and create customer records, and generate journal entries