Accounting & Finance AutomationPurpose
1.2. Automatedly synchronize accounting system outputs with third-party procurement/customer management platforms.
1.3. Support compliance and audit-readiness through automated document traceability and timestamping.
1.4. Stay ahead of payment cycles by automating timely invoice submissions and confirmations to customers.
Trigger Conditions
2.2. New invoice file detected in a specified folder (cloud/local) or cloud storage (e.g., Google Drive, OneDrive) using file watcher automation trigger.
2.3. Invoices marked “ready” within workflow software or emails received with invoice attachments.
2.4. Webhook signal from sales/order management system that triggers an upload automation.
2.5. Scheduled (e.g., nightly or hourly) batch automation to detect all new invoices for upload.
Platform Variants
• Feature/Setting: Use “File Created” in OneDrive trigger with HTTP action for uploading to portals via customer API endpoints.
3.2. Zapier
• Feature/Setting: “New File in Folder” trigger + “Webhooks by Zapier” POST action to automate document transfer.
3.3. Integromat (Make)
• Feature/Setting: “Watch Files” for Google Drive/Dropbox, then “HTTP Module” to upload PDFs automatically.
3.4. UiPath
• Feature/Setting: “Monitor Folder” for new invoice PDFs + “HTTP Request” activity to automate portal uploads.
3.5. Apache Airflow
• Feature/Setting: Scheduled DAG with PythonOperator and Requests library for API-based automated uploads.
3.6. AWS Lambda
• Feature/Setting: S3 put event triggers Lambda Python function to automatedly push invoices to portal via API.
3.7. Google Apps Script
• Feature/Setting: Time-driven trigger executes script for automating Google Sheets/Drive to upload invoices via REST API.
3.8. Celigo
• Feature/Setting: “File Integration Flow” + “HTTP Import/Export” to automate invoice file handoff.
3.9. MuleSoft
• Feature/Setting: “File Listener” + “HTTP Request Connector” to automate API file upload as part of flow.
3.10. Dell Boomi
• Feature/Setting: “Disk Connector” and “HTTP Client” for automated upload processes from file systems.
3.11. Oracle Integration Cloud
• Feature/Setting: “File Adapter” and “REST Adapter” for seamless automated file-to-API workflows.
3.12. Workato
• Feature/Setting: “Monitor Folder” trigger, then “HTTP Connector” for file upload to customer endpoints.
3.13. Tray.io
• Feature/Setting: “New File in Drive” trigger automates “HTTP Request” upload action.
3.14. Pabbly Connect
• Feature/Setting: “Watch New File” trigger + Webhook to automate document delivery.
3.15. Jotform
• Feature/Setting: “File Upload” submission triggers webhook for automated invoice forwarding.
3.16. Smartsheet
• Feature/Setting: “New Row” with attachment triggers workflow to automate uploads through integrations (e.g., HTTP).
3.17. Filevine
• Feature/Setting: “Document Uploaded” event automates API call to external portals.
3.18. Tallyfy
• Feature/Setting: “Task Complete” triggers automated upload via Webhook or integration API.
3.19. Sage Intacct
• Feature/Setting: “Smart Event” triggers automated AP file output, then connect via API for upload.
3.20. IBM App Connect
• Feature/Setting: “File Added” to SFTP flow invokes “Invoke HTTP” for automated portal posting.
3.21. DocuWare
• Feature/Setting: “Document Import” workflow automates the sending of invoices to external systems via REST API.
Benefits
4.2. Speed up payment cycles by automating document flow and improving cash flow management.
4.3. Enforce audit trails and compliance using automated document processing logs.
4.4. Enhance customer experience with timely, automated, and consistent invoice delivery.
4.5. Scale operations effortlessly through automation as invoice volume grows.