- Payment Automation
- Payment Reconciliation
- Automate payment reconciliation
Update financial records with payment reconciliation details
Automated payment reconciliation streamlines the process of updating financial records by capturing payment events and syncing them across your systems without manual intervention. This ensures that your ledgers, databases, and reporting tools are always up to date with the latest transaction details. By reducing manual data entry and eliminating reconciliation errors, you gain better visibility into cash flow, faster month-end closes, and improved financial accuracy.
Filter by common apps:
 Xero Xero
 Formatter by Zapier Formatter by Zapier
 Microsoft Excel Microsoft Excel
 Salesforce Salesforce
 Airtable Airtable
 Zoho Billing Zoho Billing
 Zoho Books Zoho Books
 Pennylane Pennylane
 Google Sheets Google Sheets
 monday.com monday.com
- Record reconciled payments in Excel from Xero, format data, and adjust date
- Update Salesforce records based on reconciled payments and invoice details from XeroUpdate Salesforce records based on reconciled payments and invoice details from Xero
- Record and update sales invoice data in Airtable from Xero reconciled paymentRecord and update sales invoice data in Airtable from Xero reconciled payment
- Update Airtable records when Xero payment is reconciled, and find invoice in XeroUpdate Airtable records when Xero payment is reconciled, and find invoice in Xero
- Update payment records in Zoho Billing and Zoho Books when Xero marks a payment as reconciledUpdate payment records in Zoho Billing and Zoho Books when Xero marks a payment as reconciled
- Transfer and format payment data from Pennylane to AirtableTransfer and format payment data from Pennylane to Airtable
- Update Google Sheets with reconciled payment details from Xero, and format payment dateUpdate Google Sheets with reconciled payment details from Xero, and format payment date
- Update Airtable record when Xero payment is reconciledUpdate Airtable record when Xero payment is reconciled
- Update project status and payment info in monday.com from Xero reconciled paymentUpdate project status and payment info in monday.com from Xero reconciled payment








