Update bank account balances to central finance database
Update bank account balances to central finance database
Your account balance webhooks often go unrecorded, leaving records stale and slowing reconciliation. Keep balances current so finance and billing reconcile cash positions same day.
Overview
If incoming balance feeds aren't recorded, reconciliation stalls and cash decisions are delayed. This workflow writes bank balances into your central finance records automatically so coordinators and billing staff reconcile positions same day.