Once the credit limit review is completed with Money Forward Kakebarai, add it to @pocket.

  1. Apps
  2. Money Forward Pay for Business
  3. Once the credit limit review is completed with Money Forward Kakebarai, add it to @pocket.
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■Overview

This is a flow to add to @pocket once the credit limit review is completed with Money Forward Kakebarai.

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■Recommended for‍

1. Those who utilize Money Forward Kakebarai in their business

・Companies that conduct credit limit reviews for trading partners to minimize risk

・Those who want to confirm the credibility of their trading partners to start transactions with peace of mind

‍

2. Companies that manage information with @pocket

・Those who register and manage detailed information about trading companies

‍

■Benefits of using this template

Money Forward Kakebarai is a tool that can be used to efficiently conduct credit limit reviews related to transactions.
Furthermore, by centrally managing information related to trading companies with @pocket, you can quickly access information and facilitate smooth business operations.
However, manually adding to @pocket each time a credit limit review is completed with Money Forward Kakebarai can be burdensome for employees and may worsen their work-life balance.

This flow is effective for those who want to reduce the workload and facilitate smooth business operations.
By utilizing this flow, you can automatically register information to @pocket after the credit limit review is completed with Money Forward Kakebarai, eliminating the need for manual input.
By using the time previously spent on manual work for core tasks, you can lead to quicker task resolution.
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■Notes‍

・Please integrate both Money Forward Kakebarai and @pocket with Yoom.

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