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, and the digitization of various business operations is advancing.
freee Accounting is the most widely used among cloud accounting software, offering numerous features that cater to businesses of all sizes, from sole proprietors to large corporations.
With AI capabilities, even those unfamiliar with accounting can easily handle journal entries, and the convenience of performing tasks on the go using a mobile app is a key feature.
By integrating freee Accounting with other apps, various tasks can be automated.
Let's establish a system that enables efficient accounting processes by automating tasks related to managing information about clients and transactions.
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 of these 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 deadline information.
This is a flow bot that integrates with email applications and chat tools to notify about the status of applications.
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 via email using OCR and registers them in the Freee Accounting File Box.
When conducting accounting processes, 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 unsettled transactions.
Since the linking of invoice information and invoice data can be done automatically, it may reduce the effort required for downloading, uploading, and registering information.
By introducing automated workflows, you should be able to 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 promptly and appropriately to business partners.
Moreover, if you can automate the creation of forms, the working time may 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 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 oversight.
As the accuracy of the managed data improves, staff can focus on their work with peace of mind.
We introduced examples of tasks that can be automated by integrating freee Accounting with other apps.
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.
The automated processes are expected to shorten working time and reduce the risk of errors, leading to overall efficiency in accounting operations.
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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