Integration with accounting and billing platforms

Purpose

1.1. Automate synchronization between Bentley dealership corporate finance operations and diverse accounting and billing platforms.
1.2. Enables error-free, real-time recording of sales, expenses, invoices, purchase orders, and compliance data for efficient audit trails.
1.3. Automates reconciliation, tax computation, commission calculations, and financial reporting.
1.4. Facilitates automated vendor payments, receivable follow-ups, and regulatory submissions specific to automotive dealership standards.

Trigger Conditions

2.1. New transaction entry in the DMS (Dealer Management System) or CRM.
2.2. Invoice creation or payment reception event.
2.3. Periodic (daily/weekly/monthly) batch processing schedules.
2.4. Compliance report due dates or external API call from regulatory authorities.
2.5. Stock movement or asset purchase logs.

Platform Variants

3.1. SAP
• Function: BAPI_ACC_DOCUMENT_POST — automates financial journal posting.
• Sample: Configure endpoint to receive DMS transaction data JSON.
3.2. Oracle NetSuite
• Feature: REST API /records/v1/invoice — automates invoice push/pull.
• Sample: Map dealership invoices to NetSuite invoice object.
3.3. QuickBooks Online
• Setting: createInvoice() API — automates invoice creation.
• Sample: Automator triggers from new sale, posts to /v3/company/{companyId}/invoice.
3.4. Xero
• Function: POST /invoices — automatedly pushes invoices from dealer ERP to Xero.
• Sample: Automate mapping of car sales record to Xero invoice structure.
3.5. Sage Intacct
• API: create_customer, create_invoice endpoints — automates billing workflows.
• Sample: Sync approved sales with automated journal entry creation.
3.6. FreshBooks
• Endpoint: /invoices — automates invoice generation and delivery.
• Sample: Automated trigger on sales completion for instant billing.
3.7. Zoho Books
• API: /customerpayments — automates reconciliation of payments.
• Sample: Automator fetches payment receipts and matches to accounts.
3.8. Microsoft Dynamics 365 Finance
• Feature: OData API /Customers — automates account updates or invoice insertions.
• Sample: Automate addition of new Bentley buyers into Accounts Receivable.
3.9. MYOB
• Function: POST /Sale/Invoice — automates sale entry.
• Sample: Automated invoice when vehicle marked as delivered.
3.10. BlackLine
• Setting: Transaction Matching API — automates bank statement reconciliation.
• Sample: Triggered by daily bank transaction import routine.
3.11. Bill.com
• API: /bills endpoint — automates payable invoices and vendor payment flows.
• Sample: Vendor bill creation when procurement order is raised.
3.12. Stripe Billing
• Function: Create invoice API — automates recurring payments/finance plans.
• Sample: Automate customer finance installment invoicing.
3.13. PayPal Invoicing
• Feature: POST /v2/invoicing/invoices — automates invoice generation for online payments.
• Sample: Automatedly trigger on digital marketplace sales.
3.14. Square
• Setting: Invoices API — automates sales invoicing for parts/accessories.
• Sample: Automated invoice after in-store transaction.
3.15. Wave
• API: POST /invoices — triggers from dealership CRM for service billing.
• Sample: Automator links service tickets to Wave invoices.
3.16. Odoo Accounting
• Feature: RESTful API /account.invoice — automates bidirectional update.
• Sample: Sync purchase orders automatically to finance records.
3.17. KashFlow
• API: /invoices — automates invoice creation and client reminders.
• Sample: Trigger reminder automation on payment overdue status.
3.18. Intuit ProConnect
• Function: Client invoice API — automates tax professional invoice creation.
• Sample: Triggered by month-end expense finalization.
3.19. QuickFile
• API: POST /Invoice/Create — automates dealership invoicing.
• Sample: Automatedly generate documentation upon vehicle handover.
3.20. Gusto
• Feature: Payroll API — automates sales commission calculation and payment.
• Sample: Trigger payroll automation post-financial close.

Benefits

4.1. Real-time, automated data flow eliminates manual entry, enhances compliance.
4.2. Automates recurring, error-prone finance tasks for audit reliability.
4.3. Accelerates payments, reconciles ledgers, reduces operational costs.
4.4. Standardizes financial automation, ensuring adherence to dealership norms.
4.5. Provides automated insights via dashboards for quick financial decisions.
4.6. Minimizes fraud with robust, traceable automation and permissions.
4.7. Automatic adaptation to fiscal policy or regulatory changes.
4.8. Empowers finance teams to focus on strategy, not data entry.