Misoca is a tool that allows you to easily create invoices, quotes, and delivery notes. On the other hand, freee is an integrated management platform that offers a wide range of services related to back-office operations such as accounting, finance, HR, and sales management. This time, we will convey that integrating Misoca and freee can lead to improved operational efficiency. Due to the features of Misoca, the focus will be on accounting tasks.
There are many tools related to accounting, and many companies use multiple tools depending on the features, plans, and usability offered. Among them, if you are using Misoca and freee, the benefit of integrating the two is that data is automatically linked, which streamlines tasks and enables real-time data management. If you use different tools for each task, manually entering data for each can be redundant and prone to errors. Because accounting involves critical information, automating repetitive tasks helps prevent input errors and data inconsistencies, leading to accurate information management. By streamlining tasks associated with data entry, you can create an environment that allows you to focus more on other tasks. Furthermore, if you can always grasp real-time data through automatic data linkage, you can make business decisions based on the latest data. Managing financial information is extremely important for companies, so this can be considered a significant advantage.
Examples of Business Automation Possible by Integrating Misoca and freee
Next, we will discuss two examples of business automation that can be achieved by integrating Misoca and freee.
Example 1: Automation of Accounting Processes
By linking data from Misoca to freee accounting, accounting processes are automated, eliminating the need for manual data entry. Additionally, automatic reflection in the ledger maintains accurate accounting records. This reduces the workload of accounting staff and enables efficient business operations.
Example 2: Automatic Linking of Client Information
When creating quotes or invoices in Misoca, you can obtain the client information that will be the recipient of those documents and register the same client in freee accounting. This allows for reduced input time and prevention of input errors. Furthermore, if you link with freee invoices, you can switch to creating future documents with freee invoices.
How to Create an Integration Flow for Misoca and freee
Now, we will introduce how to create a business flow that involves both automation examples mentioned earlier, where an unpaid transaction is automatically registered in freee when an invoice in Misoca reaches the status of "billed." In this flow, if the client who is the recipient of the Misoca invoice is not registered in freee accounting, a new client is registered in freee accounting before registering the unpaid transaction. To check the template, please access the following.
How to Register Transactions in freee Accounting When Invoice Status Becomes Paid in Misoca
Step 1: Connect Misoca and freee Accounting with My Apps
1. First, log in to Yoom, select "My Apps" from the left menu, and click "+ New Connection" on the right side of the screen.
2. From the list of new connections in My Apps, select both Misoca and freee Accounting and connect both apps. ※ When connecting freee Accounting, a note like the one below (some items are omitted) will appear. Check the items and click "Allow".
From here, we will introduce two examples and templates of business integration flows that you may find useful if you are using or considering using tools other than Misoca and freee for accounting processes.
Advanced Example 1: Automatically Create Invoices in Misoca from Yoom Database
By managing customer and billing information on the Yoom database, you can automatically create invoices in Misoca based on the database information. Once the invoice is automatically created, further efficiency can be expected by following the previously introduced steps to automatically register transactions in freee accounting.
Application Example 2: Automatically Create Invoices in freee Invoices When kintone Status is Updated
This is a workflow that can be automated by integrating kintone, freee Accounting, and freee Invoices. For example, if the sales team manages product delivery data in kintone and the accounting team manages payment information from clients in freee Accounting, using multiple services tailored to their respective tasks, simply linking the two will not automate the invoice creation process. By additionally integrating freee Invoices, which has the functionality to create estimates and invoices, automatic invoice creation becomes possible. Even if there is a new client unknown to the accounting team, since client data can be newly created in freee Accounting based on information from kintone, this workflow is also useful for information sharing. If you want to automatically create invoices and estimates while using different tools for each task, please refer to the template below.
Summary
By integrating Misoca and freee, you can automate the entire process from invoice issuance to accounting, thereby improving operational efficiency. The benefits gained are not limited to just reducing working hours and minimizing errors. Real-time access to accurate information is also a significant advantage for business operations, so let's integrate the tools you are using and advance the automation of accounting-related workflows.
The person who wrote this article
e.koyama
Until now, I have experienced office work at specialized trading companies and in the EC industry.
The work I was in charge of covered a wide range of tasks, such as sales office work, accounting, general affairs, human resources, and legal affairs.
We worked to improve the efficiency of individual tasks, but I think the work could proceed more conveniently by using various support tools and Yoom...
I would be happy if I could send out an introduction article on Yoom that makes use of my work experience and help everyone proceed smoothly with their work.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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