Create ledger rows from connected bank transaction webhooks
Create ledger rows from connected bank transaction webhooks
You get raw bank transactions that leave bookkeeping incomplete and invoices unreconciled. It turns them into ledger entries so you reconcile accounts before the next billing run.
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Overview
Unprocessed bank-connected transactions leave bookkeeping incomplete and delay client billing. This flow captures those transactions, cleans descriptions, and writes them into a single ledger so you can reconcile accounts before the next billing run.