Billing, Payments & Financial AutomationPurpose
1.2 Automates invoicing, payment collection, reminders, and ledger entries.
1.3 Supports seamless payment processing, minimizes manual intervention, ensures accuracy, and reduces missed payments.
1.4 Enables onboarding of new contract clients into an automated workflow for immediate and future billing cycles.
1.5 Ensures compliance, real-time reconciliation, and reporting for all automated billing events.
Trigger Conditions
2.2 Manual override possible for immediate automated billing cycle updates.
2.3 Triggered by CRM data update or payment event API.
2.4 Restart or skip automation when contract status is changed.
2.5 Supports triggers from e-signature completion or document management system webhook.
Platform Variants
• Feature/Setting: Subscription API—automates recurring charges and schedule.
3.2 QuickBooks Online
• Feature/Setting: Recurring Transactions—automates recurring invoices and payment reminders.
3.3 Xero
• Feature/Setting: Repeat Invoices—automates scheduled invoice generation.
3.4 Zoho Subscriptions
• Feature/Setting: Plan Automation—automates subscription cycles, proration, and renewals.
3.5 FreshBooks
• Feature/Setting: Auto-billing/subscription invoices—automates recurring payment collection.
3.6 Chargebee
• Feature/Setting: Automated Billing Rules API—automates contract-based billing cycles and invoice delivery.
3.7 Square
• Feature/Setting: Invoices API—automates repetitive billing tasks for client contracts.
3.8 Braintree
• Feature/Setting: Recurring Billing API—automates recurring payment processing via tokenized cards or ACH.
3.9 PayPal
• Feature/Setting: Subscriptions API—automates ongoing subscription and invoicing.
3.10 Wave
• Feature/Setting: Recurring Invoices—automates scheduled invoice sending and tracking.
3.11 Oracle NetSuite
• Feature/Setting: Billing Automation SuiteFlow—automates scheduled subscription billing.
3.12 SAP Billing and Revenue Innovation Management
• Feature/Setting: Recurring Billing Engine—automates contract billing events.
3.13 Intuit Payments
• Feature/Setting: Automatic Payments—automates repeat billing and reconciliation.
3.14 GoCardless
• Feature/Setting: Mandate and Subscription API—automates direct debit recurring payments.
3.15 Fusebill
• Feature/Setting: Event-Based Billing Automation—automates multi-cycle automated invoices.
3.16 Zoho Books
• Feature/Setting: Recurring Bills Automation—automates invoice generation and reminders.
3.17 Invoiced
• Feature/Setting: Automated Recurring Billing Workflows—automates contract invoicing and processing.
3.18 Recurly
• Feature/Setting: Subscription Automation Rules—automates full lifecycle of contract billing.
3.19 Bill.com
• Feature/Setting: Auto-Bill Pay Workflow—automates payment reminders and ACH billing.
3.20 Chargebee
• Feature/Setting: Webhook/Events—automates triggering and feedback loops between events and accounting systems.
3.21 Salesforce (with Billing Cloud)
• Feature/Setting: Automated Billing Scheduler—automates contract-based invoicing and payment collection.
3.22 HubSpot
• Feature/Setting: Recurring Deal Automation—automates invoice and payment tasks via connected apps.
Benefits
4.2 Reduces missed payments and automates payment reminders to clients.
4.3 Automates cash flow forecasting with up-to-date real-time entries.
4.4 Provides scalable, automatable finance operations for growing contract portfolios.
4.5 Increases transparency, automates compliance with audit logs, and accelerates revenue collection.