- Financial Automation
- Financial Record Keeping
- Automate payment logging
Track and record payments received in a structured database
Automatically capture and organize incoming payments into a structured database to ensure all financial transactions are logged accurately and are easily accessible for analysis. This automation reduces manual data entry errors, saves time, and provides real-time visibility into cash flow. Users can focus on strategic financial management instead of repetitive bookkeeping tasks.
Filter by common apps:
Stripe
Formatter by Zapier
QuickBooks Online
Whop
Airtable
Keap
Filter by Zapier
Zapier Tables
Xero
Razorpay
HubSpot
Quickbase
Moxie
Grist
Google Sheets
Looping by Zapier
Caspio
- Record completed Stripe payments in QuickBooks Online and format transaction dates
- Capture payment details from Keap, find contact, and create record in Zapier Tables
Capture payment details from Keap, find contact, and create record in Zapier Tables
- Create transaction records in Airtable from new payments in Xero
Create transaction records in Airtable from new payments in Xero
- Update Airtable record when Razorpay payment is captured
Update Airtable record when Razorpay payment is captured
- Create record in Quickbase when deal property changes in HubSpot
Create record in Quickbase when deal property changes in HubSpot
- Log payment details in Grist when Moxie receives a payment
Log payment details in Grist when Moxie receives a payment
- Record payment details in Google Sheets from QuickBooks Online
Record payment details in Google Sheets from QuickBooks Online
- Record certification payment details in Caspio from QuickBooks Online payments
Record certification payment details in Caspio from QuickBooks Online payments