Create transaction records from incoming payment feed entries
Create transaction records from incoming payment feed entries
You receive transaction batches (amounts, dates, statuses) that aren't tracked in your books, causing reconciliation gaps. Record and classify each transaction so you can reconcile same day.
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Overview
As a founder running a small consulting practice, you shouldn't be reconciling raw payment feeds by hand. This flow converts incoming transaction webhooks into tracked records your billing view can act on, surfacing voids and enabling same-day reconciliation.