Skip to content
Templates
Create daily ledger rows from emailed bank files

Create daily ledger rows from emailed bank files

Your end-of-day bank CSVs arrive in email, and manual data entry delays reconciliation. Your ledger sheet is populated automatically, ready before the next banking day.

Create daily ledger rows from emailed bank files

Workflow preview:

Zap details:

Overview

Stop letting end-of-day CSVs pile up and delay closing the books. This flow captures emailed bank files, stores the originals, and posts parsed transaction rows into your ledger so finance has updated balances before the next banking day.

Create daily ledger rows from emailed bank files