1.Monitors new payment events
Integrate Invoice Ninja and invoice reconciliation tools to capture new payment data for immediate notification.
Post confirmed payments to your finance channel immediately
Automatically monitor new payment events across Invoice Ninja. Send a concise finance channel update when payments post, invoice references appear, or client identifiers matchβso you can reconcile faster, flag exceptions, and reduce manual reporting without manual follow-up.
How this automation accelerates payment reconciliation
When new payments arrive, delays can slow reconciliation and cause missed exceptions. This automation monitors new payment events and looks up client context, then posts finance channel updates and invoice detailsβso your team can act quickly.
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2.Looks up client by identifier
Integrate Invoice Ninja and client lookup workflows to search for the payer and return display name context.
3.Posts to finance channel
Integrate Slack and team messaging tools to send a one-line payment update with invoice reference and payer context.
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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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