Automate and streamline your accounting with Zapier
Accounting automation connects your tools and triggers workflows across bookkeeping, account reconciliation, financial close, journal entry management, and revenue recognition.
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Explore accounting use cases
Accounting automation connects your tools and triggers real-time actions across account reconciliation, bookkeeping, financial close, and journal entry management. Build workflows that eliminate manual work and keep your entire finance stack in sync.
Journal entry management
Accelerate month-end accuracy with automated entry creation, approval routing, and record updates
Record-to-report (R2R) process
Accelerate financial close cycles with automated transaction capture, close task routing, and reporting updates
Account reconciliation
Accelerate month-end close with automated balance checks, exception routing, and reconciliation updates
Financial close
Accelerate period-end close with automated task routing, deadline alerts, and reconciliation updates
Revenue recognition
Accelerate revenue recognition with automated payment tracking, schedule updates, and compliance logging
Bookkeeping
Simplify recordkeeping with automated transaction capture, receipt logging, and ledger updates
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier nous aide à conclure bien plus que 50% plus d'offres que nous ne le ferions sans lui. Il s'agit d'un élément clé de notre stratégie globale et, par conséquent, de notre argumentaire de vente.
Raphael BochnerFondateur et directeur des systèmes d'information
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Related solutions
Transform your accounting with Zapier
Elevate your accounting automation with Zapier. Reconcile accounts faster, automate financial close tasks, and streamline revenue recognition—and that’s just the start.
Account reconciliation
Close the books with fewer errors
Automate reconciliation workflows as transactions and balances change. Route exceptions into Slack or Google Sheets for review, and keep finance teams on top of mismatches faster.
Automated balance matching
Match incoming transaction data against balances automatically so exceptions surface faster and finance teams spend less time comparing records.
Exception review alerts
Send Slack or Gmail alerts when records fall outside tolerance, so reviewers can resolve reconciliation issues before close deadlines slip.
Transaction discrepancy logging
Log mismatches to Google Sheets or Notion the moment they appear, creating a clear queue for investigation without manual copy and paste.
Reconciliation task routing
Route open reconciliation items to the right owner in Slack or Trello, keeping review moving without chasing updates across tools.
Audit trail updates
Create timestamped reconciliation records in Google Drive or Airtable so every adjustment and follow-up stays documented for audit review.
Comment ça marche
Accounting automation connects your tools, detects changes across financial records and workflows, and triggers workflows automatically. Track reconciliations, close tasks, and journal entries in real time—without manually updating spreadsheets.
Étape 1
Connect your tools
Integrate platforms like QuickBooks Online, Xero, NetSuite, ERP systems, and accounting tools to centralize accounting data.
Étape 2
Define triggers
Set conditions for unreconciled transactions, close deadlines, journal changes, revenue updates, or missing records.
Étape 3
Automate & measure
Send alerts, create tasks, update records, and continuously track accounting accuracy improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.