Financial & Invoicing OperationsPurpose
1.2. Automates detection of overdue payments, prompts timely follow-ups, and minimizes cash-flow risk in engineering services.
1.3. Integrates with varied financial, communication, and CRM solutions for real-time aging reports, alert issuance, and workflow continuity.
Trigger Conditions
2.2. Customer account exceeds total aging limit.
2.3. Payment status changes observed in financial system.
2.4. Recurring scheduled batch run (daily, weekly).
2.5. Custom rules (e.g., flagged VIP clients, contract clauses).
Platform Variants
• Function: Process Builder/Flow/Reporting API to generate alerts on overdue invoices.
• Config: Set "Aging Days" logic, alert to Finance queue.
3.2. QuickBooks Online
• Function: Webhooks/API for "Invoice updated" → status check.
• Config: Trigger automation when "balance > 0 & due_date < today".
3.3. Xero
• Function: GetInvoices API filter by Status, DueDate.
• Config: Schedule GET /invoices?status=AUTHORISED&overdue=true.
3.4. Zoho Books
• Function: API v3 Invoices, List by overdue=true.
• Config: Poll endpoint, send notifications to email/SMS/CRM.
3.5. Netsuite
• Function: SuiteScript scheduled script/RESTlet to scan receivables.
• Config: Custom script triggers Teams/Slack/email alert.
3.6. Microsoft Dynamics 365
• Function: Power Automate flow using Data Connector on Sales Invoice entity.
• Config: Condition "DueDate < utcNow()".
3.7. SAP Business One
• Function: Service Layer/DI API for invoice aging summary.
• Config: Scheduled query; outbound alert to SharePoint/Outlook.
3.8. FreshBooks
• Function: List Invoices API, filter overdue.
• Config: On overdue, trigger webhook to alert channel.
3.9. Sage Intacct
• Function: Platform Services - Smart Rules/Events.
• Config: "AR Invoice DueDate expired" triggers alert to user.
3.10. HubSpot
• Function: Custom Workflow/Deals object, integration with billing data.
• Config: Delay action after invoice generation, triggers task/alert.
3.11. Google Sheets
• Function: Google Apps Script time-driven triggers scan aging columns.
• Config: "If days overdue > n, send email with line-item info".
3.12. Airtable
• Function: Automation scripts/formulas detect aged entries.
• Config: When “Status” = “Overdue”, send Slack/Teams notification.
3.13. Slack
• Function: Incoming Webhook/Post Message API for alerting channels.
• Config: Targeted message on "Aged Invoice" event.
3.14. Microsoft Teams
• Function: Graph API/Bot notification to finance group.
• Config: Message summary of aged items.
3.15. Twilio SMS
• Function: Programmable Messaging API to alert account managers.
• Config: Send SMS with client, invoice, and days overdue.
3.16. SendGrid
• Function: Mail Send API for batch email notifications.
• Config: Dynamic template: "Invoice # is X days overdue".
3.17. Mailgun
• Function: Messages API, schedule batch messages per aging report.
• Config: Custom JSON payload for each customer.
3.18. Zendesk
• Function: Trigger on new ticket with subject "Overdue Invoice".
• Config: Automation creates ticket from finance system alert.
3.19. Monday.com
• Function: Automation recipes on board for AR aging status.
• Config: “When status changes to Overdue, notify Finance”.
3.20. Asana
• Function: Rule-based triggers for task/project update on overdue invoices.
• Config: “If Custom Field = Overdue, create task/assign reminder”.
Benefits
4.2. Optimized cash flow: aged receivables identified and prioritized without delay.
4.3. Proven reduction in DSO (Days Sales Outstanding).
4.4. Uniform process for all clients and projects across platforms.
4.5. Automated multi-channel communication—finance, account managers, and clients.
4.6. Ensures focused efforts on large or at-risk accounts.
4.7. Enables scaling without additional administrative resources.