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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.
[About Yoom]
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.
■Overview
This is a flow that notifies Microsoft Teams of transactions with overdue payment deadlines in freee Accounting at the beginning of each month.
■Recommended for
1. Accounting personnel using freee Accounting
・Those who do not want to miss transactions with overdue payment deadlines
・Those who want to check transactions with overdue payment deadlines collectively at the beginning of each month
・Those who want to notify team members via Microsoft Teams to prompt quick action
2. Business owners/managers using freee Accounting
・Those who want to understand transactions with overdue payment deadlines to help improve cash flow
・Those who want to send reminders to accounting personnel to improve work efficiency
■Benefits of using this template
・Eliminates the need for manual checking, reducing the burden on accounting personnel.
・By notifying via Microsoft Teams, you can quickly share information with team members and prompt action.
■Notes
・Please link both freee Accounting and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that notifies Discord of transactions with overdue payment deadlines in freee Accounting at the beginning of each month.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies using freee Accounting for accounting tasks
・Accounting personnel who use freee Accounting but struggle with managing payment deadlines
・Those who want to make payments without missing deadlines
2. Companies using Discord as a communication tool
・Those who want to regularly check transactions with overdue payment deadlines on Discord
■Benefits of using this template
By linking freee Accounting with Discord, you can check transactions with overdue payment deadlines at the beginning of each month.
This allows you to regularly prompt necessary actions for overdue transactions.
The risk of leaving overdue transactions unaddressed is reduced, enhancing the company's reliability.
Additionally, by automating notifications, manual checking is no longer necessary, saving time and effort.
As a result, you can focus on other important tasks, contributing to overall productivity improvement.
■Notes
・Please link both freee Accounting and Discord with Yoom.
■Overview
This is a flow that notifies Google Chat of transactions with overdue payment deadlines in freee Accounting at the beginning of each month.
■Recommended for
1. Accounting personnel using freee Accounting
・Those who do not want to miss transactions with overdue payment deadlines
・Those who want to check transactions with overdue payment deadlines collectively at the beginning of each month
・Those who want to notify team members via Google Chat to prompt quick responses
2. Business owners/managers using freee Accounting
・Those who want to understand transactions with overdue payment deadlines to help improve cash flow
・Those who want to send reminders to accounting personnel to improve work efficiency
■Benefits of using this template
・It eliminates the need for manual checking, reducing the burden on accounting personnel.
・Automatic notifications at the beginning of each month reduce the risk of missing transactions with overdue payment deadlines.
■Notes
・Please integrate both freee Accounting and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to this link. https://intercom.help/yoom/ja/articles/6647336
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.
◼️Overview
You can create quotes in freee using the quote information registered in the Yoom database.
The created quotes can be viewed within freee.
◼️Setup Method
1. Please link freee and Yoom (My App Integration).
2. Set up any database or table with the trigger "Select the target record from the database".
3. In the freee operation "Search for Business Partner", configure based on the information obtained from the Yoom database.
4. In the freee operation "Create Quote", set the quote information (items, quantity, unit price, etc.) based on the information obtained from the Yoom database.
5. Specify any record with a checkbox, etc., from the relevant database and start the flow bot. A quote will be created in freee.
◼️Notes
・Linking with a freee accounting account is required.
・In freee operations, please change the setting information such as "Account ID" and "Office ID" to any value you prefer.
・Please create a database to manage quote information in Yoom for use.
◼️Overview
You can create invoices in freee using the billing information registered in the Yoom database.
The created invoices can be viewed within freee.
◼️Setup Instructions
1. Please link freee with Yoom. (My App Integration)
2. Set up any database or table with the trigger "Select the target record from the database".
3. In freee's "Search for Business Partner" operation, configure the settings based on the information obtained from the Yoom database.
4. In freee's "Create Invoice" operation, set the invoice information (items, quantity, unit price, etc.) based on the information obtained from the Yoom database.
5. When you specify the desired record with a checkbox or similar from the relevant database and activate the flow bot, an estimate will be created in freee.
◼️Notes
・Integration settings with the freee accounting account are required.
・In freee's operations, please change the setting information such as "Account ID" or "Office ID" to any desired value.
・Please create and use a database in Yoom to manage billing information.
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.
