- Financial Automation
- Financial Monitoring
- Automated payment logging
Track and log client payments for better financial management
Automate the tracking and logging of client payments across your financial tools to maintain up-to-date records without manual effort. Consolidate transaction data into a centralized spreadsheet or financial system, ensuring accurate historical records and easy reporting. Eliminate missed entries and reduce reconciliation time by automatically capturing every new payment and sending summaries or alerts to your team.
Filter by common apps:
Clio
Zapier Tables
HoneyBook
Wave
Microsoft Excel
Square
SimpleKPI
Stripe
Google Sheets
Aisle Planner
Webhooks by Zapier
Filter by Zapier
Mixpanel
Textmagic
Todoist
PracticePanther Legal Software
Formatter by Zapier
- Update client balance records in Zapier Tables when new activities are created in Clio
- Record client payments in Wave, and create a detailed spreadsheet in Excel
Record client payments in Wave, and create a detailed spreadsheet in Excel
- Track and update your financial balance in Google Sheets from Stripe payments
Track and update your financial balance in Google Sheets from Stripe payments
- Record income transactions in Wave when payments are made in Aisle Planner
Record income transactions in Wave when payments are made in Aisle Planner
- Record income transactions in Wave from successful Stripe charges
Record income transactions in Wave from successful Stripe charges
- Update user profiles in Mixpanel, and track payment events from Stripe
Update user profiles in Mixpanel, and track payment events from Stripe
- Notify via Textmagic and create task in Todoist for new transfer received
Notify via Textmagic and create task in Todoist for new transfer received
- Log new client payments in Google Sheets from PracticePanther, format data, and create a new row
Log new client payments in Google Sheets from PracticePanther, format data, and create a new row
