Record detailed payment breakdowns into daily finance sheet

Your payment records lack parsed fee and expense splits, delaying reconciliation and owner payouts. It posts net amounts and fee breakdowns to your finance sheet for same-day reconciliation.

Record detailed payment breakdowns into daily finance sheet

Overview

Unparsed fees and expense splits slow your weekly close and owner payouts. This flow parses line items, applies expense lookups, and writes a single, reconciled row per payment so billing staff can reconcile same day.

Record detailed payment breakdowns into daily finance sheet