Send each bank transaction to finance records and sheets

Unmatched bank transactions leave orders unconfirmed and reps without payment context. Send transaction details to finance or CRM for same-day reconciliation.

Overview

Unchecked bank transactions create reconciliation bottlenecks and leave reps guessing whether an order is paid. This flow forwards structured transaction data to your integration endpoint and a shared ledger so sales ops and billing can reconcile and release orders same day.