Create order records from incoming bank transactions as they arrive
Create order records from incoming bank transactions as they arrive
You get bank transactions without order context, so payments can't be matched. The workflow creates order records and opens support tickets for missing descriptions so billing reconciles the same day.
Workflow preview:
Zap details:
Overview
Stop manual rekeying of bank postings into your order system and gain same-day visibility into payments tied to work. Billing staff can reconcile and invoice the same day while missing descriptions are routed to support for rapid resolution.