1.Monitor new bank transaction
Integrate Xero and accounting systems to capture new bank transaction events and map payer, date, amount, bank account, and reference payloads.
Send instant deposit alerts to finance and reconciliation channel
Automatically monitor new bank transaction events across Xero and Slack. Get instant alerts when deposit records post, payment references match, or incoming amounts appearβso you can reconcile faster, triage items, and notify finance without manual reconciliation.
How this automation alerts your finance team
When new deposits post but details sit in accounting lists, reconciliation slows and deposits get missed. This automation monitors new bank transactions in Xero and filters deposit-only records and sends Slack alerts with reconciliation contextβso your team can act immediately.
Xeroor swap with your favorite app
2.Filter deposit-only transactions
Integrate Filter by Zapier and automation rules to keep only incoming deposit records so withdrawals and transfers do not notify finance.
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3.Send finance channel alert
Integrate Slack and messaging tools to post a finance channel message with payer, date, amount and currency, account, and payment reference.
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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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