Finance, Billing & DocumentationPurpose
1.2 Reduce manual workload, eliminate delays, and improve documentation compliance.
1.3 Ensure regulatory adherence and transparency in customer financial communication.
1.4 Enable custom scheduling (monthly, quarterly, on-demand) as required by diverse business contexts.
Trigger Conditions
2.2 Receipt of a payment or invoice update.
2.3 Manual request by finance staff or customer portal.
2.4 Configuration change indicating new recipients or rules.
Platform Variants
3.1 Microsoft Dynamics 365
• Feature: Power Automate Flow triggering on accounting period close; use Finance & Operations API for data extraction.
• Configuration: Automate → Scheduled Flow → Dynamics 365 Finance → Get Customer Statements → Send Email.
3.2 SAP ERP
• Feature: SAP BPA (Business Process Automation) using FIN_STATEMENT_DISPATCH BAPI.
• Configuration: BPA Trigger (monthly) → BAPI_FIN_STATEMENT_GET → BAPI_SEND_MAIL.
3.3 Salesforce
• Feature: Process Builder/Flow for Account Statement creation using Reports API.
• Configuration: Schedule Flow → Get Account Financials → Email via Salesforce Email Alerts.
3.4 Oracle NetSuite
• Feature: SuiteScript for scheduled saved search + SuiteTalk for email dispatch.
• Configuration: Scripted Workflow → Fetch Statements → Email (Customer record email field).
3.5 QuickBooks Online
• Feature: Webhooks for invoice/payment events; QBO API for fetching customer balance details.
• Configuration: Webhook → GET /v3/company/accountdata → Trigger Email.
3.6 Xero
• Feature: Scheduled Reports; Xero API for account transactions.
• Configuration: Scheduled Job → /api.xro/2.0/Reports/CustomerStatements → Email action.
3.7 SAP Business One
• Feature: SBO Service Layer, DI API for customer data retrieval and formatted PDF generation.
• Configuration: Scheduled Task → DI API fetch → PDF → SMTP send.
3.8 HubSpot
• Feature: Workflows with Custom Code actions using HubSpot API.
• Configuration: Scheduled Workflow → API Call (Get Deals/Invoices) → Email Send.
3.9 Zoho Books
• Feature: Zoho Flow CRM trigger, Zoho Books API for statement retrieval.
• Configuration: Zoho Flow Scheduler → GET statements → Send as attachment.
3.10 Odoo
• Feature: Odoo Scheduled Actions, Customer Statement Report send PDF module.
• Configuration: cron job → generate_statement() → email_send().
3.11 Google Sheets (for SMBs)
• Feature: Apps Script; Sheets API for compiling and Gmail API for dispatch.
• Configuration: Time-driven trigger → Script fetch balances → GmailApp.sendEmail().
3.12 FreshBooks
• Feature: Zapier connection to FreshBooks API, Statement of Account endpoint.
• Configuration: Zap Scheduled Trigger → FreshBooks API → Email Customer.
3.13 Intuit Mailchimp
• Feature: Triggered campaigns with customer audience segmentation.
• Configuration: Segment by status → Campaign triggered → Statement as file merge tag.
3.14 SMTP2GO
• Feature: Transactional email API for sending generated statements.
• Configuration: API call to /email/send with PDF attachment.
3.15 Amazon SES
• Feature: SMTP interface for reliable high-volume statement dispatch.
• Configuration: SES SendRawEmail API with attached statement.
3.16 Twilio SendGrid
• Feature: API for dynamic template-based statement emails.
• Configuration: POST /mail/send API with dynamic content.
3.17 Slack
• Feature: Incoming Webhooks for customer/internal notifications.
• Configuration: Webhook → Statement summary posted to channel.
3.18 Dropbox
• Feature: Automated file upload; share link in notification.
• Configuration: Save statement PDF → Share link via API/email.
3.19 DocuSign
• Feature: eSignature request with attached statement for client acknowledgment.
• Configuration: API Envelope → Attach statement PDF → Send for signature.
3.20 Monday.com
• Feature: Automated Board Updates with financial data.
• Configuration: Integrations → Update Item with Statement → Email via integration.
3.21 Zoho CRM
• Feature: Workflow for routine document generation and mass email.
• Configuration: CRM Workflow Trigger → Fetch Invoice Data → SendMail action.
Benefits
4.2 Minimizes risk of late or missed customer communications.
4.3 Enhances transparency and customer trust with timely, accurate records.
4.4 Supports regulatory documentation requirements and audit trails.
4.5 Scales efficiently with company growth or customer base expansion.