Financial & Invoicing AutomationPurpose
1.2. Minimize manual checking, speed up processing, ensure real-time awareness for invoicing and compliance.
1.3. Support seamless deal flow and cash reconciliation for each aircraft transaction.
1.4. Provide full auditable history tied to specific deals and aircraft registration numbers.
1.5. Enable immediate escalation in case of wire delays, errors, or mismatches.
Trigger Conditions
2.2. ERP or accounting software marks payment as initiated, pending, failed, or cleared.
2.3. Third-party payment gateway confirms fund movement or triggers a status notification.
2.4. Manual update by finance staff in client portal (optional fallback).
2.5. Comparison event: detected mismatch between invoice status and wire confirmation.
Platform Variants
• Feature: "When an HTTP request is received" trigger; use Azure Bank Connector for wire alerts.
3.2. Salesforce
• Setting: "Inbound Change Data Capture" for wire payment status, automated process builder for alert flow.
3.3. SAP
• API: "Bank Communication Management" module—configure event-driven notifications for payment statuses.
3.4. Oracle NetSuite
• API: "Transactions"—monitor "status" field for wire events; SuiteScript Workflow for auto-alerts.
3.5. Workato
• Function: "Bank Statement Monitoring" integration; configure trigger for wire movements.
3.6. Plaid
• API: "Transactions Webhook"—detect ACH/wire status changes, map to alert logic.
3.7. Stripe
• Webhook: "payment_intent.succeeded" and "payment_intent.failed" for tracked wires.
3.8. Wise Business
• Setting: "Transfer Status Webhook" for multi-currency wires linked to unique deal IDs.
3.9. QuickBooks Online
• API: "Payment Events"; configure Custom Workflow for payment status change.
3.10. Xero
• API: "Payments" endpoint; app push notification for "status: reconciled" or "failed".
3.11. Twilio SMS
• Feature: Send SMS based on wire status trigger; configure “Send Message” on event.
3.12. Slack
• Setting: “Incoming Webhook”/“Bot Alert” to #finance or deal-specific channel.
3.13. Microsoft Teams
• Feature: “Incoming Webhook” connector posts structured wire status message to deals channel.
3.14. SendGrid
• Setting: Auto-email generation on wire transfer triggers; use dynamic templates for contextual info.
3.15. AWS Lambda
• Function: Custom logic handler for bank webhook, then invokes SNS or SES for downstream alerting.
3.16. Google Workspace
• Setting: “Gmail API send” for alert email; “Google Sheets API update” for real-time deal tracking.
3.17. FreshBooks
• API: “Payment Report Webhook”; trigger automated client/manager notifications.
3.18. HubSpot
• Workflow: “Deal Stage Automation”—set task/reminder/comms when payment is cleared.
3.19. monday.com
• Automation: "Status change" triggers email/SMS alert task via integration recipes.
3.20. Zapier
• Feature: Multi-step zap listening for wire transfer API/webhook; routes alerts to chosen channels.
3.21. SFTP/FTP (Bank File Drop)
• Function: Scheduled poll for updated wire confirmation files; triggers batch alerts upon detection.
3.22. Jira Service Management
• Automation: “Issue Create” workflow on wire alert; assign to finance for cross-check.
3.23. DocuSign
• API: “Envelope/Recipient Event Notification”; map closing/settlement to payment status.
3.24. Trello
• Automation: “Card Comment”/“Label” action for updated wire status attached to deal checklist.
Benefits
4.2. Real-time deal progress, risk mitigation, and cash flow transparency.
4.3. Immediate escalation of failed/missing wires, preventing costly delivery or legal delays.
4.4. Audit trail for compliance and dispute resolution.
4.5. Enhanced professionalism and client trust in closing process.