1.Creates new charge trigger
Integrate Stripe and payment tracking tools to detect new charges and capture charge details to start reconciliation.
Create payment ledger rows for successful card charges
Automatically monitor new charges across Stripe and Google Sheets. Create and update payment ledger rows when charge succeeds, matches are missing, or duplicates appearβso you can format ledger fields, flag duplicates, and maintain a reconciled payments sheet without manual reconciliation.
How this automation protects your payment ledger
When new card charges land in Stripe, manual reconciliation can delay billing close and risk duplicate or missing ledger rows. This automation filters succeeded charges, formats key fields, and writes one reconciled row in Google Sheetsβso your team keeps clean payment records.
Stripeor swap with your favorite app
2.Continues only for succeeded charges
Integrate Filter by Zapier and status checks to gate failed attempts and proceed to reconciliation only for succeeded charges.
Filter by Zapieror swap with your favorite app
3.Formats amount and created timestamp
Integrate Formatter by Zapier and data formatting tools to standardize currency and timestamps to write consistent ledger fields.
Formatter by Zapieror swap with your favorite app
4.Builds match key and duplicate flag
Integrate Code by Zapier and reconciliation rules to generate a match key and a duplicate placeholder for lookup.
Code by Zapieror swap with your favorite app
5.Looks up match key and writes row
Integrate Google Sheets and spreadsheet reporting tools to lookup by match key and create a ledger row with duplicate flag.
Google Sheetsor 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
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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
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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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