Accounting, Invoicing & PaymentsPurpose
1.2. Automatically generate, invoice, track, and reconcile payments while ensuring compliance, accurate tax calculation, and audit trail maintenance.
1.3. Automator initiates subscription renewals, prorations, and client-specific billing logic regularly, reducing errors and labor for consulting agencies operating globally.
Trigger Conditions
2.2. Pre-set billing interval (monthly, quarterly, yearly) reached.
2.3. Confirmation of delivered consulting milestone or retainership period.
2.4. Automated detection of successful prior payment.
2.5. Triggered by API/webhook/event notification (e.g., CRM indicates engagement continuation).
Platform Variants
• Feature/Setting: Automate ‘Billing Schedules’ via API / Automated Invoices creation and recurring payment collection (`/v1/subscriptions` endpoint).
3.2. PayPal
• Feature/Setting: Automate via "Subscription Billing Plans" API for scheduled automated payments.
3.3. QuickBooks Online
• Feature/Setting: Automate recurring invoices through “Recurring Templates” in the API (`POST /recurring_invoice` endpoint).
3.4. Xero
• Feature/Setting: Automates “Repeating Invoices” using the “Invoices API” (`POST /api.xro/2.0/Invoices`).
3.5. Zoho Books
• Feature/Setting: Automatable “Recurring Invoice” with webhooks or API (`/recurringinvoices`).
3.6. FreshBooks
• Feature/Setting: Automation for "Recurring Profiles" via API or platform-action triggers.
3.7. Sage Business Cloud
• Feature/Setting: Automate sending of “Recurring Sales Entries” via “Recurring Invoice Service” in the API.
3.8. Revolut Business
• Feature/Setting: Automator to initiate "Scheduled Payments" and fetch reconciliation data from the Payments API.
3.9. GoCardless
• Feature/Setting: Automate mandates and “Subscriptions” using the GoCardless API for recurring direct debits.
3.10. Chargebee
• Feature/Setting: Automate "Subscriptions" and "Automated Billing Cycles" via `/subscriptions` endpoint.
3.11. Bill.com
• Feature/Setting: Automated "Recurring Payments" configuration through workflow automator and API.
3.12. Wise (formerly TransferWise)
• Feature/Setting: Automate international multi-currency scheduled payments via API.
3.13. NetSuite
• Feature/Setting: Automate “Billing Schedules” and “Automated Invoicing” through SuiteScript/REST API.
3.14. Intuit Payments
• Feature/Setting: Automates recurring card payment collections integrating via REST API.
3.15. Square
• Feature/Setting: Automate recurring invoices (“Subscriptions API”) and automated payment settlements.
3.16. SAP Concur Invoice
• Feature/Setting: Automator for “Recurring Vendor Invoices” with the Concur Invoice API.
3.17. Oracle NetSuite
• Feature/Setting: Automate “Scheduled Billing Runs” via SuiteBilling automation API.
3.18. Zoho Subscriptions
• Feature/Setting: Automate “Subscription Lifecycle” and “Recurring Billing Workflows” with API (`/subscriptions`).
3.19. Salesforce Billing
• Feature/Setting: Automate “Scheduled Invoice Runs” using Process Builder and Salesforce Billing API.
3.20. Microsoft Dynamics 365 Business Central
• Feature/Setting: Automate “Recurring Sales Invoices” through “Recurring Sales Line” (API endpoints via OData or Web Services).
3.21. Mollie
• Feature/Setting: Automate recurring direct debit payments via Subscriptions API.
3.22. Paddle
• Feature/Setting: Automate invoicing for “Subscription Plans” with the Paddle Billing API.
Benefits
4.2. Automates compliance: always apply correct taxes, currency rules, and audit-trail creation.
4.3. Enhanced cash flow: automator ensures timely receivables and reconciliation.
4.4. Client satisfaction: automated prompts and reminders reduce missed payments.
4.5. Cost savings: automating reduces labor and administrative overhead.
4.6. Scalable: growth-friendly, automates hundreds of client accounts without bottlenecks.
4.7. 24/7 automation: no delays—billing proceeds, even during holidays or off-hours.
4.8. Integration-ready: automating syncs data to CRMs, ERPs, reporting, and accounting.