1.Detect new invoice PDF in folder
Integrate Google Drive and file monitoring tools to detect new invoice PDFs in the target folder to trigger reconciliation.
Mark bank transactions when invoice PDF is found
Automatically monitor new invoice PDFs in Google Drive folders and route them to reconciliation across Google Sheets. Create and update records when invoice matches are found or absentβso you can update transaction status, attach invoice filenames, and flag not found rows without manual reconciliation.
How this automation updates your reconciliation status
When new files land in the invoice folder, reconciliation can stall and ledger updates get delayed. This automation formats the invoice month, fetches transaction rows, searches matching PDFs, and updates Google Sheets so your team can reconcile fasterβwithout manual row-by-row matching.
Google Driveor swap with your favorite app
2.Creates invoice month string
Integrate Formatter by Zapier and date mapping tools to create the invoice month string to target the correct invoice folder.
Formatter by Zapieror swap with your favorite app
3.Fetches transaction rows
Integrate Google Sheets and spreadsheet lookup tools to read rows and fetch recent transactions to prepare matching.
Google Sheetsor swap with your favorite app
4.Iterates over each transaction row
Integrate Looping by Zapier and iteration tools to loop through fetched rows to run matching per transaction.
Looping by Zapieror swap with your favorite app
5.Searches for matching invoice PDF
Integrate Google Drive and document search tools to search the monthly invoice folder and return found filenames.
6.Updates match status in worksheet
Integrate Google Sheets and ledger update tools to update invoice status and attach filenames or mark NOT FOUND.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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