Finance and Payment ProcessingPurpose
1.2. To automate cash flow forecasting, expense approval workflows, vendor management, and real-time budget tracking across multiple construction and development projects.
1.3. To automatedly ensure compliance, reduce manual data entry, eliminate double-handling errors, and deliver actionable insights into project profitability for finance teams and project managers.
Trigger Conditions
2.2. Automated submission or approval of a project budget, payment request, or invoice.
2.3. Automated generation of cost reports, change orders, or contract amendments.
2.4. Automated status changes in vendor invoices or payment milestones.
Platform Variants
3.1. QuickBooks Online
• Feature/API: Automatedly connect "Invoices" and "Expenses" endpoints; configure webhooks for real-time updates.
3.2. Xero
• Feature/API: Automate "Receipts" and "Purchase Orders" sync via "Accounting API" with project tagging.
3.3. Sage Intacct
• Feature/API: Automate "Projects" module API and "GL Journal" sync; push project transactions to accounting.
3.4. SAP Business One
• Feature/API: Automate "Service Layer" for project and finance integration, automate entity triggers on project change.
3.5. Microsoft Dynamics 365 Finance
• Feature/API: Automator for "Project Operations" and "Financials"; utilize "Data Integration" service.
3.6. Oracle NetSuite
• Feature/API: Automate "SuiteTalk" web services to sync project, billing, and vendor payment data.
3.7. Procore
• Feature/API: Automate the "Budget" and "Commitments API" to push cost coding and contract values.
3.8. monday.com
• Feature/API: Automate "Boards API" for financial workflow status and integrate financial pulse automations.
3.9. Asana
• Feature/API: Automate the "Tasks API" for budget approvals and sync with finance auto-triggers.
3.10. Jira
• Feature/API: Automate automation rules for issue status (invoice ready, payment sent) that update accounting system.
3.11. Smartsheet
• Feature/API: Automate "Rows and Sheets API" for cost tracking and push to accounting as expense lines.
3.12. Trello
• Feature/API: Automate card-to-invoice creation and notify accounting on approved project task completion.
3.13. Zoho Books
• Feature/API: Automate "Projects and Time Tracking API", syncing expenses and approvals with project milestones.
3.14. FreshBooks
• Feature/API: Automate "Invoices API" and "Estimates" integration with project tracking endpoints.
3.15. Deltek Vision
• Feature/API: Automate project and accounting "Web Services API" for cost code transfer and billing sync.
3.16. Buildertrend
• Feature/API: Automate bid-to-budget sync; utilize "Financials API" for real-time project expense automation.
3.17. Yardi Voyager
• Feature/API: Automate project budgets, vendor payments, and general ledger mapping via the "Data Services API".
3.18. Viewpoint Vista
• Feature/API: Automate workflow for posting project costs to GL via "Vista APIs".
3.19. SAP ERP
• Feature/API: Automate "PS (Project System)" to "FI (Financial Accounting)" mapping for cost and budget flow.
3.20. Plangrid
• Feature/API: Automate reports from project documentation to finance system integration using the "API v2".
3.21. Wrike
• Feature/API: Automate "Tasks & Time Log API" for automatic sync of billable project hours with accounting entry creation.
Benefits
4.2. Automated improvement in real-time visibility into cash flow, budgets, and project financials.
4.3. Automates compliance tracking and reporting for audits.
4.4. Automatedly accelerates payment processing, approvals, and reduces operational overhead.
4.5. Enables end-to-end financial automation, supporting scalability across multiple developments.
4.6. Automator provides seamless integration and expansion as new tools or internal processes evolve.