Automation Example for Automatically Processing Received Invoices
This is a flow bot that automatically processes invoices received via email.
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In recent years, the push for digital transformation (DX) has been emphasized, leading to the digitalization of various business operations.
freee Accounting is one of the most widely used cloud accounting software, offering a wide range of features that can be utilized by businesses of all sizes, from sole proprietors to large corporations.
With AI capabilities, even those unfamiliar with accounting can easily manage entries, and the convenience of performing tasks during spare time on the go using a smartphone app is a notable feature.
By integrating freee Accounting with other apps, various tasks can be automated.
Let's establish a system that automates accounting-related tasks, such as managing information about clients and transactions, to achieve efficient accounting processing.
With Yoom, you can easily set up integrations and automation without any specialized knowledge.
We will introduce examples of tasks that can be automated by integrating freee Accounting with other apps, so please register with Yoom and try out the ones that interest you.
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By utilizing the freee Accounting API, you can automate a variety of tasks.
All can be set up easily, so if any catch your interest, please give them a try!
This is a flow bot that automatically registers and updates client information.
This is a flow bot that automatically processes invoices received via email.
This is a flow bot that integrates with chat tools to notify about due date information.
This is a flow bot that integrates with email apps and chat tools to notify the status of claims.
This is a flow bot that integrates with database tools to update information and create reports.
This is a flow bot that registers or updates information by integrating with Yoom's form feature.
This is a flow bot that reads receipts received by email using OCR and registers them in the Freee Accounting file box.
When performing accounting tasks, it is desirable to centrally manage and keep the information of business partners up-to-date to ensure there are no discrepancies in payments.
By utilizing Yoom, you can synchronize form response information, database registration information, CRM registration information, and more with freee Accounting.
You can also register and update business partner information, which can help reduce the workload.
Additionally, invoices received via email can be automatically saved in the file box and registered as unpaid transactions.
Since the linking of invoice information and invoice data can be done automatically, it might reduce the effort required for downloading, uploading, and registering information.
The introduction of automated workflows should reduce manual tasks and prevent business stagnation due to time lags or delayed responses.
For example, by integrating freee Accounting with chat tools, you can create a system that lists and notifies overdue transactions.
You can quickly check for any missed payments from the notification content and are expected to be able to respond appropriately and swiftly to business partners.
Moreover, if you can automate the creation of forms, the working time might be further reduced.
Accounting processes require managing accurate numbers and customer information, but it is difficult to eliminate the risk of errors when tasks are performed manually.
By integrating the freee Accounting API, you can automate the synchronization of information across tools, which should help suppress unintended work errors.
For instance, you can manage information by directly reflecting data stored in Yoom databases or kintone, potentially reducing the risk of transcription errors or missed responses.
As the accuracy of the managed data improves, staff can focus on their tasks with peace of mind.
We introduced examples of tasks that can be automated by integrating freee Accounting with other apps.
Let's advance the automation of workflows that were previously done manually, such as registering business partner and transaction information, invoice management, expense applications, and payment notifications.
With automated processes, you can expect a reduction in working time and a decrease in the risk of errors, leading to overall efficiency in accounting tasks.
Additionally, freee offers a wide range of products beyond accounting.
Other back-office tasks, such as HR and labor management or time tracking, can also be automated through integration with Yoom and respective apps.
Take this opportunity to register with Yoom and start automating your surrounding tasks.
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