Automate payment gateway & database transaction reconciliation with Google Sheets

How it works

This workflow fully automates the reconciliation process between your Local Database transactions and Payment Gateway transactions. It compares both data sources, identifies mismatches, categorizes discrepancies, logs them into Google Sheets, generates a final summary, and sends an automated reconciliation report to your finance team. This ensures accurate, consistent, and error-free financial reporting without manual work.

Key Features

- Automatic data extraction from two Google Sheets - Transaction comparison with result categorization - Duplicate detection - Real-time discrepancy logging - Summary generation and storage - Automated email reporting - Zero manual effort required

Setup Steps 1. Connect Required Credentials

You must connect the following credentials: Google Sheets (Service Account or OAuth) Email SMTP (Gmail or custom)

2. Replace Default Values

Update the workflow with: Your Google Sheet IDs Your tab/sheet names SMTP email, sender, and recipient Optional: Custom domain or business branding