1.Detect new transaction file
Integrate Google Drive and file intake tools to fire when a new transaction file lands in the trigger folder.
Populate ledger rows with chart of accounts suggestions
Automatically detect new transaction files in a Google Drive folder across Google Drive, Google Sheets, and AI by Zapier. Create and update when transaction uploads arrive, amounts are mapped, or confidence is assignedβso you can suggest accounts, add confidence tags, and update ledger rows without manual data entry.
How this automation populates your ledger faster
When a transaction file lands in the trigger folder, delays can slow close and increase posting errors. This automation reads your chart of accounts and transaction rows, classifies the best account with confidence, and updates the ledger sheetβso your team can review suggestions faster.
Google Driveor swap with your favorite app
2.Maps master chart worksheet
Integrate Google Sheets and spreadsheet mapping tools to read the master Chart of Accounts worksheet and map account options.
Google Sheetsor swap with your favorite app
3.Maps transaction worksheet rows
Integrate Google Sheets and spreadsheet parsing tools to read transaction rows from the uploaded file and map key columns.
4.Classifies transaction account
Integrate AI by Zapier and structured extraction tools to request Account, Confidence, and optional Notes from mapped inputs.
AI by Zapieror swap with your favorite app
5.Updates transaction row in ledger
Integrate Google Sheets and spreadsheet writing tools to update the original transaction row with account, confidence, and notes.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Razorpay, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add captured payments to central ledger sheet for billing
Captured payments arrive without a unified ledger, forcing billing to reconcile dispersed entries. Consolidate each payment into a central worksheet so billing can reconcile and report same day.
- Apps: HubSpot, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add closed deal revenue rows to bookkeeping sheet
Your closed deals aren't exported consistently, delaying attribution. It appends each closed deal to a shared bookkeeping sheet so you can reconcile revenue before the next reporting run.
- Apps: Circle, Code by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add community payment charges to P&L spreadsheet rows
Unrecorded community payments leave your P&L incomplete and slow reconciliation. You get one row per paid charge so bookkeepers reconcile before month end.
- Apps: PayPal, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add completed payments to your finance tracking sheet
Your PayPal transactions arrive unrecorded and create reconciliation gaps for billing. It logs each completed payment to your ledger so billing staff reconcile before the next billing run.
- Apps: LearnWorlds, Stripe, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Add course payment rows to master operations ledger
Your course purchases land in multiple systems, leaving enrollment and billing scattered. You get a single spreadsheet so coordinators can enroll students and finance can reconcile payments same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add fulfilled tour bookings to bookkeeping sheet daily
Fulfilled tour bookings sometimes go unlogged, leaving accounting incomplete and payouts unclear. Add and format each fulfilled booking row so billing staff can reconcile sales same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, Paths by Zapier, Google SheetsSwap with your favorite apps.
Add funded advance records to your ledger sheet
Your post-funding webhooks often arrive without a central record, creating reconciliation gaps for billing staff. It logs each advance to a shared sheet so reconciliation is current before close.
- Apps: Webhooks by Zapier, Delay by Zapier, Stripe, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add incoming payments to central accounting sheet today
Your payment webhooks lack ledger entries, leaving accounting blind and delaying reconciliation. Finance can reconcile the same day when each payment is logged to the central sheet.
- Apps: Mercury, Google SheetsSwap with your favorite apps.
Add new bank transactions to finance tracking worksheet
Your bank transactions arrive uncategorized and slow reconciliation for billing and cash flow. Log each settled transaction to your finance worksheet so owners can reconcile same day.
- Apps: Typeform, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add new payment entries to client ledger spreadsheet
Your payment form entries sit separately from the client ledger, causing manual lookups and delayed balances. Get reconciled balances and updated records in one client sheet same day.
- Apps: Kajabi, Zapier TablesSwap with your favorite apps.
Add paid purchases to bookkeeping records in seconds
Your purchases aren't centralized, causing reconciliation delays and missing line-item detail. Add each successful payment to your ledger so books stay accurate same day.
- Apps: Webhooks by Zapier, ChatGPT (OpenAI), Filter by Zapier, Google SheetsSwap with your favorite apps.
Add parsed bank transactions to your central ledger sheet
Your OCR'd bank images produce messy text, forcing manual extraction of dates, payees, and amounts. It appends cleaned transaction rows to a central sheet so you can reconcile same day.
- View all
Explore all bookkeeping automations
Simplify recordkeeping with automated transaction capture, receipt logging, and ledger updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.