1.Detects new payment event
Integrate Stripe and payment reconciliation tools to detect new charges and route them into matching.
Mark incoming charges as paid in your payments record
Automatically monitor new payment events in Stripe across finance tools. Create a paid match in your payments record and alert the team when reconciliation failsβso you can avoid manual reconciliation.
How this automation protects your paid reconciliation records
When new payment events happen in Stripe, unmatched charges can delay close and cash reporting. This automation filters payments, cleans payer data, finds matching records, updates statuses, and notifies financeβso your team can mark incoming charges as paid quickly.
Stripeor swap with your favorite app
2.Filters qualifying payments
Integrate Filter by Zapier and threshold rules to skip micro and test charges before matching.
Filter by Zapieror swap with your favorite app
3.Cleans payer email text
Integrate AI by Zapier and email normalization tools to clean and lowercase payer emails for matching.
AI by Zapieror swap with your favorite app
4.Formats charge created date
Integrate Formatter by Zapier and date formatting tools to convert timestamps into YYYY-MM-DD for comparisons.
Formatter by Zapieror swap with your favorite app
5.Finds and updates payment record
Integrate Airtable and reconciliation databases to find the matching row and set status to Paid with updated dates.
Airtableor swap with your favorite app
6.Sends unmatched payment alert
Integrate Slack and team notification tools to alert your finance channel when no payment row match is found.
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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