Billing, Payments & FinancePurpose
1.2. Automates real-time financial visibility, minimizes human error, ensures compliance, speeds up financial close, and provides instant reporting for corporate decision-makers.
1.3. Automates streamlined posting of delivery charges, payment receipts, refunds, discounts, and finance charges to accounting ledgers and customer accounts.
Trigger Conditions
2.2. Customer payment received via digital payment gateway or bank transfer.
2.3. Automated update or correction in customer profile or standing order (e.g., price/quantity change).
2.4. Refund or credit note issued for missed or incorrect delivery.
2.5. Scheduled batch processing of end-of-day financial data exports.
Platform Variants
• Feature/Setting: Use "Create Invoice" and "Payment Received" API for automated invoice and payment syncing.
3.2. Xero
• Feature/Setting: Automate "Invoices POST" endpoint and "Bank Transactions Webhook" for real-time data push.
3.3. Zoho Books
• Feature/Setting: "Invoices API" for automated invoice creation; "Payments Received API" for payment sync.
3.4. Sage Business Cloud
• Feature/Setting: Automate "Sales Invoices" endpoint for posting invoices instantly.
3.5. NetSuite
• Feature/Setting: Use "REST Record Service" to automate invoice, customer, and payment record updates.
3.6. FreshBooks
• Feature/Setting: "Invoice Events Webhook" and "Payments Endpoint" for automating live syncing.
3.7. Wave Accounting
• Feature/Setting: Automate "Create Invoice" API and "Record Payment" endpoint.
3.8. Microsoft Dynamics 365 Finance
• Feature/Setting: Use "Accounts Receivable Automation API" for delivery-to-ledger workflow automation.
3.9. SAP Business One
• Feature/Setting: Automate B1 Service Layer API for invoice and payment integration.
3.10. Intacct
• Feature/Setting: "Order Entry APIs" to automate invoice and payment records.
3.11. Odoo
• Feature/Setting: "account.invoice.create" and "account.payment.register" API for automation.
3.12. Tally Prime
• Feature/Setting: Use "Tally Gateway ODBC" automator for daily voucher posting.
3.13. KashFlow
• Feature/Setting: Automate "Invoices.Create" and "Payments.Add" endpoints.
3.14. MYOB
• Feature/Setting: "Sales Service API" for automated invoicing on delivery.
3.15. FreeAgent
• Feature/Setting: Automate with "Invoices API" and "Bank Transaction API" triggers.
3.16. Patriot Accounting
• Feature/Setting: Use "Customer Invoices API" for order-to-billing automation.
3.17. Bill.com
• Feature/Setting: Automate "Invoices" and "Payment Sync" API to reflect financials.
3.18. BlackLine
• Feature/Setting: Automate "Journal Entry API" for reconciliation automation.
3.19. Gusto
• Feature/Setting: Use "General Ledger Sync" for direct payroll deductions (if relevant).
3.20. Pabbly
• Feature/Setting: Automate via "Create Invoice" and "Record Payment" API integration.
3.21. Square Accounting
• Feature/Setting: Automate "Invoices API" and "Transactions Webhook" for automated updates.
3.22. QuickFile
• Feature/Setting: Automate "Invoice_Create" and "Payment_Create" API calls.
Benefits
4.2. Automatedly generates consistent real-time records for compliance, VAT/GST, and auditing.
4.3. Automator delivers up-to-date cash flow status to management and finance teams.
4.4. Automating payment application speeds up revenue recognition and reduces days-sales-outstanding (DSO).
4.5. Automate dispute resolution by linking customer billing queries to delivery and payment data.
4.6. Automatable transfer of financial data enables instant, accurate financial analysis and business forecasting.
4.7. Automated notification/alerts for discrepancies, missed payments, and reconciliation mismatches.
4.8. Drives automation of customer self-service portals for invoice downloads and payment tracking.
4.9. Automates multi-currency transactions and consolidated reporting for regional operations.
4.10. Supports automation scaling with business growth, reducing pressure on accounting teams.