Business owners keep settlement records current in CRM
Business owners keep settlement records current in CRM
Business owners face reconciliation gaps when daily settlements aren't imported, leaving payments unverified and deposits unclear. Scheduled retrieval updates CRM payment records after settlement, keeping deposit status accurate for finance.
Overview
Reconciliation gaps and missed deposit tracking expose finance to reporting errors and audit risk. This workflow fetches daily settlements and updates CRM payment records so finance has accurate settlement status and reduced manual imports, enabling faster, more reliable reconciliation.
Notable Features
- Fetch daily settlement summaries into CRM
- Match and update payment records
- Notify finance about unreconciled payments