1.Monitor new payment events
Integrate Stripe and payment processing tools to receive payment events and start the ledger workflow.
Create monthly payment ledger rows for incoming receipts
Automatically monitor new payment events across Stripe and accounting spreadsheets. Create and update monthly ledger rows when checkout receipts arriveβso you can capture net revenue, route amounts by month, and reconcile faster without manual bookkeeping.
How this automation organizes monthly ledger entries
When new payment events come in, delayed entry can slow monthly close and reconciliation. This automation formats dates and calculates net amounts and creates ledger rows and month worksheet rowsβso your team can post payments accurately.
Stripeor swap with your favorite app
2.Formats date and extracts month
Integrate Formatter by Zapier and data mapping tools to format timestamps and extract a month label for routing.
Formatter by Zapieror swap with your favorite app
3.Calculates net received amount
Integrate Formatter by Zapier and accounting calculations to compute net as gross minus fee.
4.Creates row in central ledger
Integrate Google Sheets and spreadsheet operations to create a ledger row with payer and amount fields.
Google Sheetsor swap with your favorite app
5.Creates row in month worksheet
Integrate Google Sheets and spreadsheet routing to add the same mapped fields to the matching month tab.
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Simplify recordkeeping with automated transaction capture, receipt logging, and ledger updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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