Finance & AccountingPurpose
1.2. Automates reconciliation between invoices, receipts, and payments, supports compliance, and enables automated financial analysis and reporting.
1.3. Ensures automatedly that records reflect current status in accounting ledgers, ERP, and tax systems, minimizing errors and fraud.
1.4. Integrates diverse sources like e-commerce, POS, CRM, and banks automating aggregation for a comprehensive financial view.
Trigger Conditions
2.2. Updates from integrated platforms: bank feed sync, invoice generated, payment received, or inventory change.
2.3. Scheduled batch syncs or real-time webhook pushes from ERP, POS, or e-commerce.
2.4. Manual upload (CSV, Excel) triggers automated recording and reconciliation.
Platform variants
3.1. QuickBooks Online
• Feature/Setting: Use “Create Journal Entry” API for automated transaction recording; configure webhook to auto-log sales/purchase events.
3.2. Xero
• Feature/Setting: “POST /Accounts/Receivable/Invoices” API for automating invoice and transaction log on creation/updates.
3.3. Sage Business Cloud
• Feature/Setting: “SalesTransaction POST” API for automated entries; set up webhook triggers for real-time automation.
3.4. Oracle NetSuite
• Feature/Setting: REST API “/record/v1/transaction” automates real-time transaction record on creation/update.
3.5. SAP Business One
• Feature/Setting: Service Layer API “/Invoices” for automating sales/purchase entry and auto-sync on payment-notification.
3.6. Zoho Books
• Feature/Setting: “Invoices API” automates entry creation & update; webhook automates push to ledgers.
3.7. FreshBooks
• Feature/Setting: “Create Payment/Invoice API” for automated transaction posting, automate data fetch via scheduled pull.
3.8. Wave Accounting
• Feature/Setting: “POST /transactions” API for automatedly logging sales, expenses, and payments.
3.9. Microsoft Dynamics 365 Finance
• Feature/Setting: "POST /journalLines" API automates ledger entries and real-time reconciliation.
3.10. Salesforce (w/ FinancialForce or ERP integrations)
• Feature/Setting: “Financial Transactions API” triggers automation on deal close, invoice paid, or refund.
3.11. HubSpot
• Feature/Setting: Engage with “Deals Webhook,” automate push of sales transactions into finance apps.
3.12. Shopify
• Feature/Setting: “Order Payment Webhook” automates transaction sync with accounting via custom automation.
3.13. WooCommerce
• Feature/Setting: “Order Complete Webhook” automates export of order/payment to accounting software.
3.14. Square
• Feature/Setting: “Payments API” event handler automates entry to ledger and triggers reconciliation flow.
3.15. Stripe
• Feature/Setting: “Payment Intent Succeeded” webhook automates posting to accounting ledgers.
3.16. PayPal
• Feature/Setting: “Transaction Webhook” automates pushing payment/refund to accounting platforms.
3.17. Plaid
• Feature/Setting: “Transactions Pull API” automates fetching bank feeds for matching and reconciliation.
3.18. Bill.com
• Feature/Setting: “POST /bills” API automates bill logging; webhook triggers for bill paid/received.
3.19. Expensify
• Feature/Setting: “Expenses Export API” automates import of office-expense transactions into ERP/accounting system.
3.20. Odoo
• Feature/Setting: “account.move API” automates invoice/payment record creation on event trigger.
3.21. Google Sheets
• Feature/Setting: Scripted automation triggers on spreadsheet change to push data to accounting platforms automatically.
3.22. Airtable
• Feature/Setting: "Automation on Record Update" triggers API push/pull to/from accounting systems.
Benefits
4.2. Accelerates reconciliations and automates closing books seamlessly.
4.3. Enables real-time financial visibility and automates compliance reporting.
4.4. Automates detection of inconsistencies, reducing fraud and revenue leakage.
4.5. Frees staff from repetitive data entry with automated transaction flows, powering scale.