LawBilling & Finance

Zoho Books Payment Posting

Built for Law Firm Billing Teams.

Summarize payment activity and post journal entries to Zoho Books with the right customer coding, reducing manual posting for small-firm finance teams.

Why this matters

The manual work this replaces

Finance staff at smaller firms export payment data and re-key the entries into Zoho Books, applying customer codes by hand.

What Caddi does

How the automation runs

  1. Zoho Books
  2. Stripe

This process posts payments to Zoho Books. It pulls the prior day's Stripe charges, refunds, and payouts, applies the firm's customer- and matter-coding rules, validates totals, posts the journal entries to Zoho Books, and writes the accounting reference back to each Stripe charge for audit.

Value created

What changes after Caddi

Posts each day's payment activity to Zoho Books with the right coding, without finance staff doing the manual reconciliation.

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Stripe Payment-to-Books Posting

Summarize daily Stripe activity and post the journal entries to QuickBooks or Xero with the right customer coding, reducing manual reconciliation for finance teams.

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Extract payment details from incoming receipts and match them to the right Xero invoice with the matter or client coded, reducing manual reconciliation for finance teams.

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Airtable Inbound Request to Base Row

Turn inbound request emails or form submissions into structured Airtable rows with the right linked records and owner, reducing manual triage for legal business development teams.

See it on your stack

Want Zoho Books Payment Posting automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.