1.Detect new payment
Integrate Stripe and payment event capture to surface the new payment details for reconciliation.
Notify finance team of high-value payments same day
Automatically monitor new payments across Stripe and analytics workflows. Get instant alerts when payments exceed your set threshold, formatted fields are ready, or key references need reconciliationβso you can filter, brief finance, and act without manual monitoring.
How this automation accelerates same-day reconciliation
When new payment events land in Stripe, high-value items can wait and slow reconciliation. This automation filters by amount and formats payment fields and posts a finance channel messageβso your team can reconcile and reach out faster.
Stripeor swap with your favorite app
2.Apply amount threshold
Integrate Filter by Zapier, rules, and payment data to continue only payments above your threshold.
Filter by Zapieror swap with your favorite app
3.Format reconciliation fields
Integrate Formatter by Zapier, data formatting, and normalization tools to convert amount and phone for display.
Formatter by Zapieror swap with your favorite app
4.Send finance channel message
Integrate Slack, team messaging, and alert routing to post customer details and payment reference for reconciliation.
Slackor swap with your favorite app
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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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