Finance & Account ReconciliationPurpose
1.2. Reduce manual follow-ups, improve cash flow, and ensure timely settlements in the aggregate supply and wholesale construction materials context.
1.3. Synchronize with ERP/accounting platforms to pull outstanding payment data and trigger exact reminders based on due date logic and reconciliation rules.
1.4. Provide multi-channel communication to increase the response rates for payment collection and keep financial records up to date.
Trigger Conditions
2.2. Partial payment detected on an outstanding invoice.
2.3. No payment confirmation received after the scheduled reminder.
2.4. Finance system batch runs scheduled daily/weekly for account reconciliation.
Platform Variants
• Feature/Setting: ‘Programmable Messaging’ API; configure message body with dynamic fields (invoice no, amount, days overdue), webhook for trigger.
3.2. SendGrid
• Feature/Setting: ‘Transactional Templates’ and API v3; set up dynamic templates; API call triggered from reconciliation logic.
3.3. Mailgun
• Feature/Setting: ‘Messages’ API; set recipient from outstanding record, set subject with due date, API key for secure calls.
3.4. ClickSend
• Feature/Setting: ‘SMS Send’ endpoint; compose message template; map phone field from contacts data.
3.5. Microsoft Outlook (Office 365)
• Feature/Setting: ‘Send Email’ Graph API; OAuth connection, configure body/subject, attachments for invoice copy.
3.6. Gmail (Google Workspace)
• Feature/Setting: ‘Send Message’ API; connect via OAuth2, dynamic recipient, schedule via queue logic.
3.7. Slack
• Feature/Setting: ‘Chat.PostMessage’ API; send notifications to internal finance team for missed reminders, channel mapping.
3.8. HubSpot
• Feature/Setting: ‘Workflows’ + ‘Send Email’ action; trigger using custom property for overdue status.
3.9. Salesforce
• Feature/Setting: ‘Process Builder’ or ‘Flows’; trigger when Opportunity/Invoice is overdue, send email task.
3.10. Xero
• Feature/Setting: ‘Accounting API – Invoices’; poll for overdue invoices, send reminders via connected messaging integration.
3.11. QuickBooks Online
• Feature/Setting: ‘Send Email’ for Invoices; trigger via API when due date reached; custom template for reminders.
3.12. Zoho Books
• Feature/Setting: ‘Invoices API’; fetch open invoices, trigger ‘Send Reminder’ method, set days before/after due.
3.13. SAP Business One
• Feature/Setting: ‘Service Layer API’; filter overdue AR invoices, initiate notification workflow.
3.14. Odoo
• Feature/Setting: ‘Automated Actions’; schedule reminder email based on invoice due date.
3.15. FreshBooks
• Feature/Setting: ‘Automated Reminders’; configure rules for days overdue, custom template content.
3.16. Pabbly Connect
• Feature/Setting: ‘Workflow Automation’; trigger on due invoice in CRM, configure ‘Send SMS/Email’ modules.
3.17. Wave
• Feature/Setting: ‘Reminders’ feature; enable automatic email notification for upcoming and overdue invoices.
3.18. ActiveCampaign
• Feature/Setting: ‘Automations’; trigger from custom deal property for finance, ‘Send Email’ or SMS action.
3.19. Infobip
• Feature/Setting: ‘SMS API’ and ‘Email API’; configure sender ID, template ID, and schedule through API call.
3.20. Intercom
• Feature/Setting: ‘Outbound Messages’; segment overdue contacts, schedule email/SMS nudge, dynamic merge fields.
Benefits
4.2. Improves payment collection rates by leveraging multichannel reach (SMS & email).
4.3. Reduces overdue balances, lowering credit risk and improving cash flow predictability.
4.4. Enhances the professionalism and consistency of finance operations in the aggregation and construction materials industry.
4.5. Provides full auditability and tracking of reminders for compliance and future reconciliation.