1.Captures new successful charge
Integrate Stripe and reporting systems to capture charge details and trigger downstream payment processing.
Record charges as accounting payments and log exceptions
Automatically capture successful payment charges across Stripe and accounting systems. Create and update payment records and log exceptions across QuickBooks Online, Slack, and Google Sheets when charge succeeds, payments capture, or charge id arrivesβso you can reduce manual reconciliation, avoid missed postings, and escalate edge cases without manual reconciliation.
How this automation reduces payment exceptions in accounting
When successful Stripe charges arrive, missing invoice matches can stall cash application and create late month close work. This automation normalizes fields and finds invoices, then creates payments and logs exceptionsβso your team can post accurately without manual reconciliation.
Stripeor swap with your favorite app
2.Normalizes invoice reference and dates
Integrate Formatter by Zapier and data transformation tools to normalize invoice reference and format payment date.
Formatter by Zapieror swap with your favorite app
3.Finds the matching invoice
Integrate QuickBooks Online and accounting search tools to find invoices by normalized invoice reference.
QuickBooks Onlineor swap with your favorite app
4.Creates the accounting payment
Integrate QuickBooks Online and finance posting tools to create a payment and post it to the deposit account.
5.Notifies finance of missing invoice
Integrate Slack and internal messaging tools to send a direct message when an invoice is not found.
Slackor swap with your favorite app
6.Appends an exception log row
Integrate Google Sheets and spreadsheet logging tools to record missing invoice details with charge id and amount.
Google Sheetsor swap with your favorite app
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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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