1.Monitor new bank transaction
Integrate Xero, accounting tools, and bank-feed data to capture transaction details for reconciliation.
Update central transaction records from bank feed automatically
Automatically monitor new bank transactions across Xero and Airtable. Update and reconcile records when transactions arrive, amounts change, or transactions post β so you can keep transaction matching accurate, route receive and spend flows, and update transaction tables without manual reconciliation.
How this automation keeps reconciled transactions current
When new bank transactions land in Xero, manual matching can delay month end close and create reconciliation gaps. This automation filters by account, branches by transaction type, and updates Airtable records with reconciled fieldsβso your team can reconcile faster.
Xeroor swap with your favorite app
2.Filters by configured bank account
Integrate Filter by Zapier and rules engines to continue only for the selected bank account or keyword.
Filter by Zapieror swap with your favorite app
3.Routes by receive or spend type
Integrate Paths by Zapier and transaction routing logic to separate income and expense handling.
Paths by Zapieror swap with your favorite app
4.Formats expense amounts as negatives
Integrate Formatter by Zapier and data formatting tools to convert expense amounts to a negative value.
Formatter by Zapieror swap with your favorite app
5.Finds and updates transaction record
Integrate Airtable and database lookup tools to find matches by amount and date window or create new rows.
Airtableor swap with your favorite app
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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
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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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