Billing and FinancePurpose
1.2. Automates detection of underpayments, overpayments, or missing transactions.
1.3. Ensures finance records are sync’d automatically across accounting, CRM, and banking systems in real time.
1.4. Reduces manual intervention, automating the error resolution flow for payment discrepancies.
1.5. Streamlines automated reporting and status updates for stakeholders and compliance documentation.
Trigger Conditions
2.2. Invoice status changed to "unpaid," "partially paid," or "paid."
2.3. Manual update in the appraisal management software triggers reconciliation.
2.4. Scheduled automations (e.g., daily at midnight).
2.5. API webhook notification from any integrated financial platform.
Platform Variants
• Feature/Setting: Use "ListPayments" and "ListInvoices" API endpoints; automate matching and update invoice status via "UpdateInvoice."
3.2. Xero
• Feature/Setting: "GET /Payments" and "GET /Invoices" APIs; set up reconciliation automation with webhook triggers.
3.3. FreshBooks
• Feature/Setting: "List Clients," "List Invoices," and "List Payments" endpoints automate linking payments to invoices.
3.4. Stripe
• Feature/Setting: "Invoice Paid" webhook and "Retrieve PaymentIntent" API for automated reconciliation.
3.5. PayPal
• Feature/Setting: "Transaction Search" API and "Update Invoice" for automating payment mapping.
3.6. Square
• Feature/Setting: Automate "ListPayments" and "ListInvoices" endpoints; webhook on payment received.
3.7. Zoho Books
• Feature/Setting: "Invoices" and "Payments Received" APIs automate synchronization.
3.8. Sage Business Cloud
• Feature/Setting: "GET /invoices" and "GET /receipts" endpoints automate reconciliation logic.
3.9. Wave
• Feature/Setting: "Invoices" and "Payments" endpoints automate real-time reconciliation triggers.
3.10. Netsuite
• Feature/Setting: SuiteTalk SOAP/REST "Invoice" and "CustomerPayment" objects automate matching.
3.11. SAP Business One
• Feature/Setting: Service Layer "Invoices" and "IncomingPayments" automate status update.
3.12. Intacct (Sage Intacct)
• Feature/Setting: API for "AR Invoices" and "AR Payments" automates reconciliation batch jobs.
3.13. Microsoft Dynamics 365
• Feature/Setting: Automator uses "CustomerPayments" and "SalesInvoices" for matching.
3.14. Bill.com
• Feature/Setting: "Invoices API" plus webhook for "Payment Created" automates reconciliation.
3.15. Braintree
• Feature/Setting: "Transaction Disbursed" webhook, automate lookup with "Search Transactions" API.
3.16. Plaid
• Feature/Setting: Automate pulling "Transactions" and push matching updates to finance system.
3.17. GoCardless
• Feature/Setting: Webhook for "payment_confirmed," automate invoice API update.
3.18. OFX Bank Connectors
• Feature/Setting: Automate fetching new payment transactions and reconciling per statement line.
3.19. Oracle NetSuite
• Feature/Setting: "Invoice" and "CustomerPayment" REST API automates cross-matching.
3.20. MYOB
• Feature/Setting: "GetPayments" and "GetInvoices" APIs automate workflow updates.
3.21. SAP Concur
• Feature/Setting: Automate using "PaymentBatch" and "VendorInvoice" endpoints for expense matching.
3.22. Mollie
• Feature/Setting: "Payments" API webhook triggers reconciliation automation.
Benefits
4.2. Enables virtually real-time detection of payment mismatches via automation.
4.3. Strengthens compliance by ensuring finance record automation and audit trail.
4.4. Automated notifications alert staff of unresolved payment issues.
4.5. Provides instant, automated reporting for management on cashflow and outstanding receivables.