1.Catch new payment event
Integrate Stripe, payment processors, and billing data to capture core payment fields and map payer details to a task workflow.
Create reconciliation task for every new payment received
Automatically monitor new payment events across Stripe, Formatter by Zapier, and Todoist. Create reconciliation tasks when payment reference IDs are new, payer details arrive, or amounts postβso you can match payer records, apply funds, and prioritize billing without manual reconciliation paperwork.
How this automation accelerates your reconciliation
When new payment events hit, manual reconciliation delays can lead to misapplied funds and slow billing follow-up. This automation catches payment details, formats amount and dates, and creates high priority tasksβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Extract amount and date
Integrate Formatter by Zapier, analytics tools, and reporting systems to convert formatted values into an amount and display date.
Formatter by Zapieror swap with your favorite app
3.Create reconciliation task
Integrate Todoist, task trackers, and project labels to create a high priority payment task with amount, date, and payer context.
Todoistor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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.
See how teams are automating with Zapier (and loving it!)
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Allen Lai, Head of Customer Experience
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