Integration with accounting platforms

Purpose

1. Automate synchronizing, recording, and reconciling financial transactions between corporate energy equipment providers and accounting platforms.

2. Automating invoicing, expense tracking, revenue recognition, purchase orders, audit trails, and reporting for energy equipment sales and project solutions.

3. Automate compliance checks, payment due notifications, and integration of metering/device outputs into accounting for accurate revenue allocation.

Trigger Conditions

1. Automated invoice approval in ERP or CRM system.

2. New equipment sales order completion triggers automated invoicing.

3. Automated matching of payment receipts to invoices.

4. Device/meter data triggers automated revenue recognition event.

5. Scheduled batch automation for recurring billing and expense reconciliation.

Platform Variants

1. QuickBooks Online

• Feature/Setting: Use "Create Invoice" and "Update Payment" endpoints; configure webhook for automated invoice creation upon sales order closure.
  

2. Xero

• Feature/Setting: Automate "Invoices API" and "Bank Transactions API" for real-time invoice issuing and reconciliation.
  

3. Sage Intacct

• Feature/Setting: API - "create_invoice" and "get_custvendpaymenthistory"; set automator for payment confirmation workflow triggers.
  

4. NetSuite

• Feature/Setting: RESTlet "salesOrder" and "invoice" scripts; automate creation when equipment shipment is marked delivered.
  

5. Zoho Books

• Feature/Setting: Automate "Sales Invoices" API; trigger automated invoices and payment reminders upon order fulfillment.
  

6. FreshBooks

• Feature/Setting: "Invoices" and "Payments" endpoints; schedule automation for recurring billing cycles.
  

7. MYOB

• Feature/Setting: "Sales Service" and "General Ledger" APIs; automate posting of equipment revenue.
  

8. Wave

• Feature/Setting: Automate "Invoices API" and "Payments API" to generate and record energy equipment invoices/payouts.
  

9. SAP Business One

• Feature/Setting: DI API "Invoices Service"; automate batch journal entries and revenue recognition.
  

10. Microsoft Dynamics 365 Finance

• Feature/Setting: Automate “SalesOrders” and “CustomerPaymentJournal” OData endpoints for posting transactions.
  

11. Oracle Fusion Cloud ERP

• Feature/Setting: "Receivables Invoices" and "Collections" REST APIs; configure automated integration for payment reminders.
  

12. KashFlow

• Feature/Setting: "Invoices" and "Receipts" REST API; trigger automated revenue posting upon equipment dispatch.
  

13. Kashoo

• Feature/Setting: "Invoices" API automation; use payment received webhooks for automated reconciliation.
  

14. FreeAgent

• Feature/Setting: Automate "Invoices" and "Bank Transactions" API for equipment sales entries.
  

15. FinancialForce

• Feature/Setting: "Billing Invoice" and "Revenue Recognition" APIs; automate entries on delivery of energy equipment.
  

16. Intuit QuickBooks Desktop

• Feature/Setting: Use Web Connector and SDK for automating batch invoice imports and payments.
  

17. Odoo Accounting

• Feature/Setting: "account.invoice" and "account.payment" model RPCs; automate invoice and reconciled payment flows.
  

18. Deltek

• Feature/Setting: REST API "Invoices" and "Projects" endpoints; automate batch invoice creation from project milestones.
  

19. Infor CloudSuite

• Feature/Setting: "AR Invoices" and "Cash Receipts" APIs; automate transactional synchronization from sales applications.
  

20. BlackLine

• Feature/Setting: Automate "Journal Management" and "Transaction Matching" APIs for automated reconciliation.
  

21. Bill.com

• Feature/Setting: API "Bills" and "Payments"; automate vendor equipment purchase and payment processing.
  

22. Expensify

• Feature/Setting: "Create Invoice" and "Create Reimbursement" endpoints; automate employee expense and equipment-related reimbursements.
  

Benefits

1. Automates reduction of manual data entry and eliminates duplication in finance workflows.

2. Speeds up automated financial closing and reporting processes.

3. Increases accuracy through automated reconciliation and error detection.

4. Ensures efficient, automated compliance and audit-trail creation.

5. Enables automated, real-time revenue tracking for energy equipment deployments.

6. Automated notifications accelerate payment collections and cash flow.

7. Streamlines cross-platform data integration for scalable, automatable finance operations.