Quotation & Invoicing AutomationPurpose
1.2. Automatedly consolidate all outstanding, paid, and newly issued invoices into a single document per client cycle.
1.3. Eliminate manual calculations and reduce human errors in account reconciliation.
1.4. Automator ensures clients receive up-to-date, complete financial summaries for streamlined payments and record-keeping.
1.5. Support regulatory compliance by automating the documentation and archiving of client account statements.
Trigger Conditions
2.2. Invoice status changes (e.g., closed, overdue, paid).
2.3. Client payment receipt or new invoice generation event.
2.4. Manual trigger for ad-hoc statement requests via a dashboard or email.
2.5. API webhook calls by external platforms for automated processing.
Platform Variants
• Feature/Setting: Automate "Reports > Customer Statement" API endpoint; configure scheduled report emails per client.
3.2. Xero
• Feature/Setting: Automator leverages "Accounting API > GET statements" and schedules delivery via automated emails.
3.3. Zoho Books
• Feature/Setting: Automate "Customer Statements API" and set up workflows for recurring statement creation.
3.4. FreshBooks
• Feature/Setting: Automate "View Client Account Statement" endpoint and automate email reports via workflow automation.
3.5. Wave
• Feature/Setting: Automatedly use "Customer Statement" feature with scheduled report delivery using in-platform automation.
3.6. Sage Business Cloud
• Feature/Setting: Automation uses "Statements API" and configures recurring statement schedules for clients.
3.7. MYOB
• Feature/Setting: Automate "Client Statement" via "AccountRight API" and set to auto-send on billing cycles.
3.8. Microsoft Power Automate
• Feature/Setting: Automate "Create HTML Table" action with Dynamics 365 data and schedule "Send Email" for statement attachments.
3.9. Google Apps Script
• Feature/Setting: Automated script loops through sheets, generates PDFs, and emails statements using Gmail API.
3.10. Salesforce
• Feature/Setting: Automate process builder to trigger statement generation on opportunity close/won, use "Reports API."
3.11. HubSpot
• Feature/Setting: Automate workflows to trigger "Custom Code" for statement aggregation and email to client.
3.12. Stripe
• Feature/Setting: Automate "Customer Balance API," schedule report creation, and automate statement emailing.
3.13. Square
• Feature/Setting: Automate statement creation with "Invoices API" and schedule PDF dispatch using automation app.
3.14. SAP Business One
• Feature/Setting: Automate "Statement of Account Report," use scheduled output and automated dispatch.
3.15. Odoo
• Feature/Setting: Automate "Account Statements" using Odoo scheduled actions, configure auto-email per customer.
3.16. Sage Intacct
• Feature/Setting: Automate "Account Statements" via REST API and schedule recurring email delivery.
3.17. NetSuite
• Feature/Setting: Schedule "Saved Searches" for customer statements; automate emailing via suiteScript.
3.18. Mailgun
• Feature/Setting: Automate triggered email dispatch of PDFs for statements, use Mailgun "Messages API."
3.19. DocuSign
• Feature/Setting: Automate document creation workflow for statements and send for acknowledgment via eSignature.
3.20. DropBox
• Feature/Setting: Automate saving generated statements by API upload to client-shared folders and auto-notification.
3.21. Slack
• Feature/Setting: Automate "Incoming Webhook" to notify staff when statement generation completes or needs review.
3.22. Trello
• Feature/Setting: Automate card creation on statement generation for tracking and follow-up, using Trello API.
Benefits
4.2. Ensures consistent, error-free, and regular statement output.
4.3. Centralizes record-keeping and automatable archiving for audits.
4.4. Automatedly enhances client transparency and trust.
4.5. Provides scalable automation as client base grows, improving efficiency.