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Create powerful financial automation workflows that connect your banking data to your entire app ecosystem. Automatically log expenses in your accounting software, send budget alerts to Slack, create calendar events for bill payments, and trigger custom actions across 6000+ apps.

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About Zapier Integration

Create powerful financial automation workflows that connect your banking data to your entire app ecosystem. Automatically log expenses in your accounting software, send budget alerts to Slack, create calendar events for bill payments, and trigger custom actions across 6000+ apps.

Key Features

  • Automated expense logging to QuickBooks, Xero, and FreshBooks
  • Smart notifications to Slack, email, or SMS when budgets are exceeded
  • Calendar integration for bill reminders and payment schedules
  • CRM updates for business expense tracking and client billing
  • Custom webhooks for advanced integrations with your own systems

Supported Fields

Transaction DateAmountDescriptionCategoryAccountMerchantTransaction IDBalance

Integration Details

Setup Time15 minutes
PricingWorks with Zapier Free, Starter, Professional, and Team plans
Last Updated1/20/2024
Statuscoming-soon

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Ally Bank logoAlly BankBank of America logoBank of AmericaCapital One logoCapital OneCitizens Bank logoCitizens BankCitizens Bank logoCitizens BankFifth Third Bank logoFifth Third Bank
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Connect to 10k+ financial institutions across the United States and Canada. Sync your financial transactions to Notion, Airtable and more for budgeting.

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