Cookbooks & Workflows

Ready-to-use templates for common scenarios. Copy, customize, and deploy in minutes.

Available Cookbooks

E-commerce
Beginner

E-commerce Order Reconciliation

Reconcile Shopify orders with Stripe payments for accurate order-to-payment matching.

⏱️ 5 minShopify → Stripe
SaaS
Intermediate

SaaS Subscription Reconciliation

Reconcile Stripe subscription revenue with QuickBooks accounting records.

⏱️ 10 minStripe → QuickBooks
Multi-Provider
Intermediate

Multi-Payment Provider Reconciliation

Reconcile payments from multiple providers (Stripe, PayPal, Square) with your accounting system.

⏱️ 15 minStripe → PayPal → Square → QuickBooks
Real-Time
Advanced

Real-Time Webhook Reconciliation

Reconcile transactions in real-time as events happen via webhooks.

⏱️ 20 minShopify → Stripe
Operations
Intermediate

Exception Handling & Resolution

Review and resolve unmatched transactions with bulk actions and automated workflows.

⏱️ 10 minAny
Automation
Beginner

Scheduled Reconciliations

Set up automated daily, weekly, or monthly reconciliation jobs with cron scheduling.

⏱️ 5 minAny
International
Advanced

Multi-Currency Reconciliation

Reconcile transactions in different currencies with automatic FX conversion.

⏱️ 15 minStripe → QuickBooks
Security
Intermediate

API Key Management

Manage API keys programmatically with scopes, rate limits, and rotation.

⏱️ 10 minN/A
Analytics
Intermediate

Dashboard Metrics & Analytics

Track activation, usage metrics, and reconciliation performance over time.

⏱️ 10 minN/A
Reliability
Intermediate

Error Handling & Retries

Implement robust error handling with retry logic for transient failures.

⏱️ 10 minAny

Ready to build your workflow?

Start with a cookbook recipe or build your own custom reconciliation workflow in minutes.