Create outgoing transfers from new finance records in ledger

Your payment records require manual API calls to move credits, causing reconciliation gaps and payout delays. This starts transfer requests automatically so payouts proceed same day.

Create outgoing transfers from new finance records in ledger

Overview

If your finance team is still making manual API calls to move credits, payouts get delayed and reconciliation becomes noisy. This flow turns a new finance record into an immediate transfer request and writes the provider result back, so coordinators can close payouts same day.

Create outgoing transfers from new finance records in ledger