Automate your workflow with freee Accounting & Yoom

Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.

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freee Accounting

Flowbot Templates

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Register a new client in freee using the information from the input form. You can also register account information and contact person details.

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Collect invoices through the input form and register transactions in freee.

The invoice information uploaded to the input form will be automatically registered as an unpaid transaction in freee. It is also possible to store the invoice file in freee's file box and link it to the transaction. You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.

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Create a quotation in freee from the Yoom database

You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍

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Create an invoice in freee from the Yoom database

You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍

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When you receive an email with an attached invoice, use AI to read the invoice and register it in freee Accounting.

When receiving an email with an attached invoice, AI is utilized to automatically read the invoice content and register the billing information in freee Accounting. There is no need to open the email, download the file, or manually enter the information into freee. Additionally, by incorporating a review by the person in charge, more accurate invoice information integration is possible.

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Update freee account information with the input form content.

The information entered in the input form automatically updates the specified partner's freee account information. It is also possible to share the created form with the partner and have them enter the information directly into the form.

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No-Code API Actions

Automation operations

Get Business List
Create Unpaid Transaction
Create Settled Transaction
Get Account List
Get a List of Unpaid Transaction IDs
Get a List of Unpaid Transaction IDs Past Due Date
Retrieve Deal
Create Deal Payment (Record Settlement)
Create Partner
Search Business Partners
Get Business Partner Details
Update Business Partner (Basic Info)
Update Business Partner (Bank Account Info)
Get Account Items List
Upload Evidence File to File Box
Retrieve Statement List
Retrieve Request List
Retrieve Specific Approval Request Details
Search Requests
Create Journal Voucher
Create Custom Request
Get Department List
Create Unpaid Transaction (Multiple Line Items)
Create Settled Transaction (Multiple Line Items)
Create Payment Request
Retrieve Payment Request List
Search Payment Requests
Get Payment Request Details
Update File Box Receipt File Information
Get Approval Route List
Get Request Form List for Various Applications
Get Request Form Details for Various Applications
Download Evidence File from File Box
Update Various Applications
Update Deal
Create Expense Request
Get Expense Applications List
Search Expense Application Information
Get Details of a Specific Expense Application
Delete Transaction
Get Income Statement
Get Balance Sheet
Get Manufacturing Cost Report
Get Manufacturing Cost Report (Year-on-year Comparison)
Get Manufacturing Cost Report (Department Comparison)
Approve Various Applications
Search Transactions
Get Users Belonging to an Office
Get Tax Code List for Company
Create Deal Line Items
Get Item List
Get Memo Tags List
Get Segment Tags List
Update Transaction Line Items
Get Transactions List
Update Transaction Payment Line
Search Bank Account Statements
Get Business Partner List
Create Memo Tag
Delete Partner
Perform Approval Action for Expense Application

Automation triggers

When an Expense Application, Various Applications, or Payment Request Is Created or Updated
When Expense Claims, Various Requests, and Payment Requests Are Approved
When an Expense Application Is Created or Updated (Webhook)
When Various Applications Are Created or Updated (Webhook)
When a Payment Request Is Created or Updated (Webhook)