Billing, Payment, and Financial OperationsPurpose
1.2. Automates entry of inspection job data, customer billing, and payables directly into financial platforms, reducing manual tasks and error rates.
1.3. Automating reconciliation of commercial real estate inspection transactions with ledgers for streamlined audits and compliance.
1.4. Automator connects billing events and payment statuses to automate financial report generation for management and regulatory needs.
Trigger Conditions
2.2. Invoice generated or modified.
2.3. Payment received, updated, or reconciled.
2.4. Expense entry logged for an inspection.
2.5. Periodic financial close initiated.
2.6. Automated trigger upon change of status in inspection workflow.
Platform Variants
• Feature/Setting: "Create Invoice" API endpoint; automates invoice creation from inspection data.
3.2. Xero
• Feature/Setting: "Contacts, Invoices & Payments" APIs; automate contact sync and sales invoice posting.
3.3. Sage Intacct
• Feature/Setting: "Journal Entry" SOAP API; automates batch posting of inspection earnings and expenses.
3.4. Zoho Books
• Feature/Setting: "Invoices API" and "Expense API"; automate invoice creation and expense capture.
3.5. FreshBooks
• Feature/Setting: "Create Client/Invoice/Payment" REST endpoints; synchronizes billing events.
3.6. Wave Accounting
• Feature/Setting: "Customers & Invoices" GraphQL API; automates billing and payment data population.
3.7. NetSuite
• Feature/Setting: "RESTlet" and "SuiteTalk" APIs; automate real-time ledger entry from inspections.
3.8. MYOB
• Feature/Setting: "AccountRight" API for automated invoice and contact sync.
3.9. Oracle Cloud ERP
• Feature/Setting: "Financials Cloud REST API"; automating batch transaction uploads.
3.10. Microsoft Dynamics 365 Business Central
• Feature/Setting: "Financials API"; automates invoice and payment synchronization.
3.11. SAP Business One
• Feature/Setting: "Service Layer API"; automates journal, AR/AP, and payment syncing.
3.12. Kashoo
• Feature/Setting: "Transactions API"; automated entries for inspection-related incomes/expenses.
3.13. FreeAgent
• Feature/Setting: "Invoice/Bank Transaction" API; automate bill and payment posting.
3.14. KashFlow
• Feature/Setting: "Customers & Invoices APIs"; automates new billable event creation.
3.15. ClearBooks
• Feature/Setting: "Sales & Expenses API"; automation of entry on inspection completion.
3.16. Bill.com
• Feature/Setting: "Payments API"; automating vendor payments from inspection operations.
3.17. GoCardless
• Feature/Setting: "Mandates & Payments API"; automates payment status updates on invoice settlements.
3.18. PayPal Invoicing
• Feature/Setting: "Create/Send Invoice" endpoint; automates invoice push from inspection system.
3.19. Stripe
• Feature/Setting: "Invoices API"; automate payment intent status sync with accounting entries.
3.20. Odoo
• Feature/Setting: "Accounting Module API"; automating invoice and vendor payment entries.
3.21. QuickFile
• Feature/Setting: "API for Create/Update Invoices"; automated data transfer on job completion.
3.22. Patriot Accounting
• Feature/Setting: "Transactions & Invoices API"; automates routine billing and expense posting.
Benefits
4.2. Dramatically reduces billing errors and manual re-entry via direct automation.
4.3. Automator connects inspection events to accounting workflows, enabling automated reconciliation.
4.4. Enhances audit readiness and regulatory compliance through automated ledger updating.
4.5. Saves time and operational costs by automating repetitive finance tasks for inspection businesses.
4.6. Supports real-time financial insights with automated, always-up-to-date numbers.