Payment Gateway and Accounting Software Integration
Suman Das
Client Overview
Client: Digital marketing agency owner
Industry: Digital Marketing
Challenge: The client faced significant time and effort tracking and manually entering payment gateway transactions into Zoho Books, which was prone to errors and time-consuming.
Problem Statement
The client used GoCardless for payments and Zoho Books for accounting. However, there was no native integration between these systems, resulting in:
Manual tracking of payments, refunds, and settlements.
High risk of errors and missing transactions.
Significant time wasted (30-60 minutes daily) on data entry and reconciliation.
The client wanted to automate this process for smoother and more accurate bookkeeping.
Solution Delivered
I developed an automation system to seamlessly integrate GoCardless with Zoho Books using Pipedream and Node.js. The system handles the following tasks:
Payment Recording:
Automated the recording of each payment received via GoCardless into Zoho Books, ensuring accurate and timely data entry.
An invoice is automatically sent to the customer upon payment receipt.
Bank Settlement Matching:
Integrated GoCardless bank settlement data with Zoho Books.
Automatically matched transactions in Zoho Books with the corresponding bank feed.
Automated Workflow:
Created a system that eliminates manual data entry, reducing the chances of errors and missed transactions.
Pipedream custom workflow
Results & Impact
Time Savings:
Saved the client 30–60 minutes daily that was previously spent on manual transaction tracking and data entry.
Error Reduction:
Automated the process, significantly reducing human errors and the risk of missing or incorrect transactions.
Improved Business Efficiency:
The client now spends less time on administrative tasks, allowing more focus on business growth and client acquisition.
Technologies Used
Automation & Integration: Pipedream, Node.js
Accounting Software: Zoho Books
Payment Gateway: GoCardless
Key Highlights
End-to-End Automation: Payments and refunds automatically recorded, invoices generated, and settlements matched in Zoho Books.
Time Efficiency: Eliminated manual entry and reconciliation, freeing up valuable time.
Error-Free Accounting: Ensured accurate, real-time synchronization between payment gateway and accounting software.
Client Testimonial
"Absolutely went above and beyond. Built the automations and APIs with very strong logic considering for security and other items without having to be asked. Provided recommendation on products to use and walked me through the logic. Couldn't of had a better experience. Significantly improved my workflows. Highly recommend to all, not using him would be a mistake."
Conclusion
This project showcases my ability to integrate multiple systems and automate business-critical tasks, ultimately helping clients save time, reduce errors, and improve operational efficiency.
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Posted Nov 20, 2024
Automated payment recording and reconciliation between GoCardless and Zoho Books, saving 30-60 minutes daily and reducing errors for a digital marketing agency.
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