Integration with payment gateways for automatic tracking

Purpose

1.1. Automate the integration of diverse payment gateway platforms with bookkeeping systems to enable automated invoice generation, payment tracking, reconciliation, and real-time financial updates.
1.2. Reduce manual errors and labor in transaction processing by automating the end-to-end payment lifecycle, from customer payment capture to ledger entry.
1.3. Provide automated reconciliation between payments received and invoices issued to ensure clean, audit-ready records for accountants and auditors.
1.4. Enable businesses to track incoming and outgoing payments, automate notification flows, and ensure compliance with tax and regulatory requirements in bookkeeping.

Trigger Conditions

2.1. Receipt of payment from clients via any connected payment gateway (e.g., Stripe, PayPal, Square).
2.2. Issuance or change of an invoice status (e.g., marked as paid/unpaid/overdue).
2.3. Webhook receipt from gateway APIs signaling transaction updates.
2.4. Scheduled polling or batch import of payment transactions into bookkeeping software for automated processing.

Platform Variants

3.1. Stripe
• Feature/Setting: Automate “Payment Intents API” & “Webhook Receipts” for real-time tracking; sample: configure webhook endpoint and map payment metadata to bookkeeping records.
3.2. PayPal
• Feature/Setting: Automate “IPN (Instant Payment Notification)” and “REST Payments API”; set up notification URL and parse automated transaction details for automated reconciliation.
3.3. Square
• Feature/Setting: Automate “Transactions API” endpoint triggers; configure webhook events for automated import to bookkeeping automator flows.
3.4. Authorize.Net
• Feature/Setting: Automate “Transaction Reporting API” and “Silent Post URL”; set the URL to collect automated payment notifications.
3.5. Braintree
• Feature/Setting: Automate “Webhook notification” and “Transaction API”; configure automated event triggers for paid status mapping.
3.6. Worldpay
• Feature/Setting: Automate “XML API” or “Notification Service”; set endpoint for automated transaction feeds.
3.7. Adyen
• Feature/Setting: Automate “Notification Webhooks” and “Checkout API”; enable automated notification for each event.
3.8. Razorpay
• Feature/Setting: Automate “Webhook Events” and “Payments API”; subscribe to automated payment captured events for bookkeeping automation.
3.9. Mollie
• Feature/Setting: Automate “Payment Status API” and webhook automated triggers; configure for instant updates into bookkeeping.
3.10. GoCardless
• Feature/Setting: Automate “Event API” for direct debit; setup webhook URL for automated reconciliatory imports.
3.11. Klarna
• Feature/Setting: Automate “Order Management API” notifications; pipe automated order paid status to bookkeeping systems.
3.12. Wise (formerly TransferWise)
• Feature/Setting: Automate “Webhook Payment Status” endpoint for automated payout tracking in ledgers.
3.13. Amazon Pay
• Feature/Setting: Automate “Instant Payment Notification (IPN) API”; set up notification endpoint for automated transaction updates.
3.14. Apple Pay
• Feature/Setting: Automate via Apple Merchant Validation and Payment Token processing automation; relay to books via gateway event mapping.
3.15. Google Pay
• Feature/Setting: Automate “Payment Data Webhook” responses; parse for automated entry to financial records.
3.16. Payoneer
• Feature/Setting: Automate “Mass Payouts API”; map automated payment confirmations to ledger entries.
3.17. Venmo
• Feature/Setting: Automate “Payment Webhooks” via parent PayPal account; automate recording via webhook listener.
3.18. WePay
• Feature/Setting: Automate “Resource Change Notification API”; integrate automated payment details for bookkeeping automator.
3.19. BlueSnap
• Feature/Setting: Automate “Notification API” for payment status updates; set up automated pull for books.
3.20. Sage Pay (Opayo)
• Feature/Setting: Automate “Notification Pages” for payment event tracking; integrate automated status feeds.

Benefits

4.1. Automates payment data capture, reducing manual intervention and the risk of errors.
4.2. Enables automated, real-time financial insights and reporting for accountants and business owners.
4.3. Increases efficiency and accelerates month-end close with automated reconciliation.
4.4. Guarantees scalable, audit-ready transactions automatedly logged into the financial system.
4.5. Supports compliance and governance through traceable, automated event logging in bookkeeping automation flows.