USD 
Swedish krona (SEK SEK)
Description
Automate Your Finances with Zapier
Manual invoicing, payment tracking, and expense reporting eat up hours every week. Zapier financial automation connects your accounting tools, payment processors, and invoicing software so transactions flow automatically. No more chasing invoices or reconciling spreadsheets.
Choose Your Package
| Feature | Starter ($398) | Business ($698) | Complete ($1198) |
|---|---|---|---|
| Financial Tools Connected | 2 | 4 | Unlimited |
| Auto Invoice Generation | ✓ | ✓ | ✓ |
| Payment Tracking | ✓ | ✓ | ✓ |
| Payment Reminders | ✗ | ✓ | ✓ |
| Expense Categorization | ✗ | ✓ | ✓ |
| Revenue Reporting | ✗ | ✗ | ✓ |
| Reconciliation Automation | ✗ | ✗ | ✓ |
| Zaps Included | 3 | 6 | 12 |
| Delivery | 3 days | 5 days | 10 days |
Recommended: Business ($698) automates invoicing, payment reminders, and expense tracking across 4 tools.
Who This Is For
- Freelancers and consultants spending hours on manual invoicing and payment tracking
- Small businesses using QuickBooks, Xero, or FreshBooks alongside Stripe or PayPal
- Accounting teams reconciling data between payment processors and accounting software
- E-commerce businesses managing order payments, refunds, and financial reporting
What Gets Automated
- Invoice creation: New project or order triggers an invoice automatically in QuickBooks, Xero, or FreshBooks
- Payment tracking: Stripe or PayPal payment received? Invoice marked as paid, team notified
- Payment reminders: Overdue invoices trigger automatic reminder emails on schedule
- Expense logging: Receipts and transactions automatically categorized and logged
- Financial reporting: Weekly or monthly reports generated and sent to stakeholders
Supported Tools
QuickBooks, Xero, FreshBooks, Stripe, PayPal, Square, Wave, Harvest, Toggl, and any financial tool Zapier connects to.
How It Works
- We audit your current financial workflow and pain points
- We design automations that eliminate manual steps
- We build and connect Zaps to your accounting and payment tools
- We test with real transactions to verify accuracy
- We monitor and optimize during the support period
Frequently Asked Questions
Will this replace my accountant?
No. This automates data entry and tracking, not financial decisions. Your accountant will love it because the data is already organized when they need it.
Is my financial data secure?
Yes. Zapier uses bank-level encryption and does not store your financial data. It passes information between your existing tools securely.
Can you handle multiple currencies?
Yes. We configure currency handling based on your payment processors and accounting software settings.
