Accounting & Finance AutomationPurpose
1.2. Automatedly notify clients and internal teams about upcoming, due, or overdue invoices.
1.3. Automating communication workflow between sales, accounting, and customers for timely collections.
1.4. Reduce manual monitoring, automate follow-up cycles and escalating reminders for delayed accounts.
1.5. Enable compliance and transparency through automation of payment records and alert logs.
Trigger Conditions
2.2. Event-based trigger: Invoice status changes to "overdue."
2.3. Manual trigger: AR manager initiates reminder via dashboard.
2.4. API/webhook notification from ERP on new invoice creation or updates.
Platform Variants
• Feature/Setting: SMS Notification; configure message body, recipient phone, schedule via Twilio REST API or Event Trigger.
3.2. SendGrid
• Feature/Setting: Automated email alert; use SendGrid API for scheduled transactional emails with dynamic invoice data.
3.3. Gmail API
• Feature/Setting: Automated email sender; set up OAuth, draft templates, and schedule via Gmail API’s "send" endpoint.
3.4. Outlook 365
• Feature/Setting: Automated reminder email via Outlook mail API, using Microsoft Graph, with attachment parsing.
3.5. Slack
• Feature/Setting: Slack Bot channel notification, use Slack API to automate message posting to AR or sales channels.
3.6. Microsoft Teams
• Feature/Setting: Teams Bot or Card; configure using Graph API for automated alerts in Teams conversations.
3.7. Zapier
• Feature/Setting: Zap trigger/event flows, set “Schedule” or “New Invoice Due” and action with email/SMS integrations.
3.8. QuickBooks Online
• Feature/Setting: Use QuickBooks API to fetch due invoices, automatedly trigger reminders from AR data.
3.9. Xero
• Feature/Setting: Automate fetching of overdue invoices using Xero API and push alerts to stakeholders.
3.10. FreshBooks
• Feature/Setting: Retrieving AR payment status via FreshBooks API, automating email reminders for late payments.
3.11. Salesforce
• Feature/Setting: Workflow automation using Process Builder or Flows, auto-trigger reminders on AR object status.
3.12. HubSpot
• Feature/Setting: Workflow automation, set property-based triggers on payment due fields, automate emails or tasks.
3.13. Zoho Books
• Feature/Setting: Custom workflow rule; use Zoho Books API or automation to create alert tasks/emails.
3.14. Pipedrive
• Feature/Setting: Deal stage automation for AR, send reminders via email automation or integrations.
3.15. Mailgun
• Feature/Setting: Automatedly send reminder emails via Mailgun API, personalize and schedule sending.
3.16. Stripe
• Feature/Setting: Automating payment links and reminders using Stripe’s billing/invoice APIs for due/overdue.
3.17. PayPal
• Feature/Setting: Invoice status webhooks and automated payment reminders using PayPal REST API.
3.18. Monday.com
• Feature/Setting: Board automation for AR, auto-notification policies on upcoming due dates.
3.19. Trello
• Feature/Setting: Card reminders automation, trigger alerts for due invoice tasks via Trello API.
3.20. Google Sheets
• Feature/Setting: Google Apps Script; automate scanning for due dates in AR sheets, trigger email alerts.
3.21. Asana
• Feature/Setting: Automated task due notifications, use Asana API to remind responsible teams.
3.22. ClickSend
• Feature/Setting: SMS and email automation for reminders, integrate using ClickSend API for scheduled alerts.
Benefits
4.2. Automatedly boosts payment collection rates, improving working capital and business liquidity.
4.3. Automating reduces human error and ensures all stakeholders stay informed.
4.4. Automation streamlines compliance/audit readiness with digital records of reminders and responses.
4.5. Allows scalable expansion by automating recurring AR follow-up without extra staff.