1.Watch for new transaction
Integrate Mercury, transaction processing tools, and data capture to detect new transactions and feed your bookkeeping flow.
Log bank transactions to a spreadsheet for accounting
Automatically log new transaction details across Mercury and Google Sheets. Create bookkeeping rows when a new transaction posts, transaction amount changes, or timestamps updateβso you can format amounts, format dates, and add rows without manual entry.
How this automation logs new transactions to bookkeeping
When new transactions arrive, manual entry slows reconciliation and cashflow review. This automation formats amounts and dates and creates a Google Sheets row from Mercury transactionsβso your team can keep books current without retyping.
Mercuryor swap with your favorite app
2.Formats amount fields
Integrate Formatter by Zapier, decimal formatting tools, and reporting rules to format transaction amount fields to a formatted amount.
Formatter by Zapieror swap with your favorite app
3.Formats date fields
Integrate Formatter by Zapier, date parsing tools, and timestamp formatting to convert timestamps into a human-friendly date output.
4.Creates spreadsheet row
Integrate Google Sheets, spreadsheet mapping tools, and reporting columns to create a new row with description, date, and amount.
Google Sheetsor swap with your favorite app
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Simplify recordkeeping with automated transaction capture, receipt logging, and ledger updates
Set up in minutes
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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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