1.New payment triggers the flow
Integrate Stripe and payment gateway alerts to detect new payment events to trigger ledger reconciliation.
Apply new online payments to accounting ledger records
Automatically monitor Stripe new payment events across Stripe and your accounting stack. Create and update ledger records when new charge arrives, payment posts, or charges clearβso you can match payers, apply amounts to invoices, and alert finance without manual reconciliation.
How this automation applies payments to your ledger
When a new payment arrives, reconciliation gaps can delay invoice status updates. This automation finds members and unpaid invoices, normalizes dates, then updates or creates accounting ledger records and alerts financeβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Find member record
Integrate Zapier Tables and member lookup to search your members table to find the payer by email.
Zapier Tablesor swap with your favorite app
3.Find unpaid invoice row
Integrate Airtable and ledger filtering to locate unpaid invoices to match the member and amount.
Airtableor swap with your favorite app
4.Normalize charge dates
Integrate Formatter by Zapier and bookkeeping date tools to format the charge timestamp to select the payment date.
Formatter by Zapieror swap with your favorite app
5.Update or create ledger record
Integrate Airtable and ledger tracking to update or create payment records to apply amounts to invoices.
6.Send accounting exception message
Integrate Slack and finance workflows to post a message to flag unmatched or manually created records.
Slackor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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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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