1.Monitors new invoice records
Integrate Harvest and invoice intake tools to detect new invoices and start the accounting workflow.
Create accounting invoice, log row and notify finance team
Automatically monitor new invoice records across Harvest and Airtable and Google Sheets and QuickBooks Online. Instantly create and update accounting invoices when new invoice recorded, due amount set, or invoices capturedβso you can reconcile data, populate QuickBooks customers, and notify finance without manual reconciliation.
How this automation accelerates invoice reconciliation
When new invoices arrive but client details and accounting lines stay disconnected, reconciliation slows and collections slip. This automation finds customer data, creates the accounting invoice, logs reporting rows, and notifies financeβso your team can act fast.
Harvestor swap with your favorite app
2.Looks up client record
Integrate Airtable and CRM tools to find client details and return the client code and billing contact for mapping.
Airtableor swap with your favorite app
3.Creates reporting row
Integrate Google Sheets and reporting tools to create a reconciliation row with dates, amounts, and an audit link.
Google Sheetsor swap with your favorite app
4.Finds or creates customer
Integrate QuickBooks Online and customer data tools to match customers by name and set client code on the record.
QuickBooks Onlineor swap with your favorite app
5.Calculates invoice deposits
Integrate Formatter by Zapier and calculation tools to compute deposit amounts for the accounting invoice lines.
Formatter by Zapieror swap with your favorite app
6.Adds adjustment line
Integrate Code by Zapier and line-item tools to insert a negative adjustment line when needed.
Code by Zapieror swap with your favorite app
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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