Create cash-in records from successful payments for finance

Your successful payments arrive without finance records, leaving receivables and deals out of sync. Create an auditable cash-in row and update receivables so reconciliation and routing happen same day.

Overview

When payments clear, finance needs a single source of truth fast — not fragmented notifications. This flow captures each successful payment, creates a cash-in row, links it to receivables or deals, and alerts the finance channel so reconciliation and routing happen the same day.