1.Monitor new payment
Integrate Stripe and payment data connectors to capture each new payment for reconciliation.
Create payment records to reconcile sales each business day
Automatically monitor new payments arrive across Stripe and Zapier Tables. Create and update your daily sales ledger when payments post, charges succeed, or transaction identifiers appearβso you can reconcile faster without manual spreadsheets.
How this automation creates payment ledger records
When new payments arrive but transaction data stays inconsistent, reconciliation slows and mistakes creep in. This automation normalizes payment details and creates sales table recordsβso your team can reconcile daily without manual spreadsheet entry.
Stripeor swap with your favorite app
2.Normalize amount and date
Integrate Formatter by Zapier and data transformation tools to normalize amount and standardize the payment date.
Formatter by Zapieror swap with your favorite app
3.Create sales ledger record
Integrate Zapier Tables and reconciliation tables to create a sales record with mapped payment fields.
Zapier Tablesor swap with your favorite app
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Explore all payment reconciliation automations
Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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