Weekly reminder to clear uncategorized transactions (Make)
Count unreconciled Xero bank transactions and post the number every Friday, so month-end doesn't pile up.
MakeBank reconciliationIntermediateHuman check: LowTools
Make: Xero, Slack
Make: Xero, Slack
Time saved
~1-2 hrs/month (estimate)
~1-2 hrs/month (estimate)
Difficulty
Intermediate
Intermediate
Steps
- Schedule the scenario for Fridays.
- Xero 'Make an API Call' to
GET /BankTransactions?where=IsReconciled==false. - Array aggregator or a
length()function to count the results and sum the amounts. - Slack 'Create a Message': 'X items ($Y) are waiting to be reconciled.'
Keep a human check here: Low risk
You still code each transaction yourself. The scenario only counts what's waiting.
Node and module names match Make's docs as of Oct 2026. Apps rename triggers and actions sometimes, so check yours in the editor. Try it with test data or a sandbox company first.
Build it
[AFFILIATE LINK PLACEHOLDER: not live]
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