Money automation · Runs after your selected accounting sync finishes
Check accounting changes after each sync.
New overdue invoices, unusual transactions, balance changes, and bills due soon. This automation runs after your selected accounting sync finishes. Fieldwork emails you the report when something needs attention.
Check accounting changes after each sync — Sep 17
Automation run • Sep 17
Check accounting changes after each sync
Output
One newly overdue invoice and an unusual withdrawal need attention at Harbor & Pine. A new supplier bill is also due within seven days.
Compared Xero records from the September 17 sync with September 16.
- Newly overdue: Ternlight Outpost invoice HP-1041 has $1,240 outstanding, due September 16. It is now one day overdue.
- Unusual transaction: A new $1,800 bank withdrawal has no payee or matching bill. Its purpose is unknown. No other new transactions are unusually large against the available comparison data.
- Unexpected balance change: The bank balance fell from $18,420 to $13,120, a $5,300 decline. Recorded supplier payments explain $3,500. The $1,800 withdrawal accounts for the remainder but needs verification.
- New bill due soon: Covebend Ceramics bill CC-201 is $860, due September 21, four days away.
“Due soon” means within seven days in this check. Previously flagged items are excluded. Suggested next steps: Theo verifies the withdrawal, checks payment status for HP-1041, and reviews CC-201 before its due date.
Automation steps. The agent follows these 4 steps each time it runs, using your connected accounting.
- 1
Compare the accounting data from this sync with the previous data.
- 2
Report newly overdue invoices, unusual or unusually large transactions, unexpected bank balance changes, and new bills due soon.
- 3
Include only new changes that need attention.
- 4
If there are none, say nothing.
Adjust the automation in Chat
Tell the agent what to do differently and ask it to set up that version with the same trigger.
- Treat bills due within 14 days as due soon.
- Flag new transactions above $2,000.
- Include only changes in our operating bank account.
Fieldwork emails the report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
What starts this automation
Runs after your selected accounting sync finishes.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
Read-only access
The agent reads your accounting without changing the source. It can keep notes and a run log in your Fieldwork knowledge base.
This automation reads your accounting. Connect Xero, Business Central, or QuickBooks to Fieldwork. The automation uses whichever you connect.
More automations for money.
Questions about this automation.
- How do I set it up?
- Connect your accounting system, such as Xero, and choose which sync should start the automation. It compares that completed sync with prior data.
- Does it change records or create drafts?
- It reports accounting changes without editing records. It creates no messages or mailbox drafts.
- Can I change what it checks?
- Ask in chat to adjust thresholds, accounts, or the due-soon window. You can also request a check in chat with the sync identified.
- Where does the report arrive?
- Reports arrive by email with a link to the full conversation. When no new changes need attention, no email or push is sent.
Security first
Your data stays yours. Your data is never used to train any AI model - not ours, not a provider's. Fieldwork is GDPR compliant and certifying against SOC 2 and ISO 27001, with encryption in transit and at rest, and org-level access controls throughout.
Try Fieldwork
$50 / user / mo introductory pricing. AI quota included.
- ✓Down from $99 / user / mo
- ✓All platform features
- ✓Early access, no card required