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Automations

What this screen is for​

Automations is where repeatable accounting intake is monitored and configured. The default view is Accounting flows: per-provider pipelines that import platform feed activity, assign booking rules, and stage drafts for review. Advanced Python automations remain available in the Advanced view when needed.

Before you start​

Connect the commerce provider you want to automate under Integrations (Stripe, Shopify, or Zettle). Know how you want activity grouped and whether drafts should be created automatically or only after manual review.

Accounting flows walkthrough​

  1. Open Automations from the Workspace group.
  2. Stay on Accounting flows (the default product path).
  3. Review the flow list for status such as Live, Needs attention, Needs setup, Paused, or Not connected.
  4. Open a provider flow (for example Stripe transactions → bookkeeping).
  5. Complete setup in order: connect → Sync now to import → choose bookings → review rules → Go live.
  6. For each activity group (type, VAT, and region), assign a booking rule or resolve missing VAT before treating the group as ready.
  7. Set verification policy for the flow:
    • Grouping: Per transaction, Daily summary, or Payout.
    • Autonomy: Manual, or Auto to draft.
  8. Use Preview, then Confirm & activate. Flows stage drafts only; nothing posts without approval.
  9. Use Review ready items to approve proposed journals into drafts, or reject with a reason.
  10. Pause a live flow when you want bookkeeping to fall back to bank-feed review.

Platform-feed dashboards​

Stripe, Shopify, and Zettle each expose a dashboard from their Integrations settings and from Automations. Use it to:

  • Monitor sync status, schedules, and recent run history.
  • Inspect imported activity grouped for reconciliation.
  • Jump into blocked or ready accounting groups without leaving the flow.

Payout and balance sync for Stripe is enabled with the connection and lives under Automations. Optional real-time invoice ingestion is configured on the Stripe integration page and is separate from the payout feed.

What to check next​

Use Integrations to connect or reconnect a provider. Use Inbox to review staged drafts before posting. Use Bank Transactions when payouts need to match bank deposits. Use Pipeline Builder only when you need to inspect document-processing steps outside Accounting Flows.