Notify transactions with overdue payment dates in freee Accounting on Slack at the beginning of each month.

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■Overview

This is a flow that notifies overdue transactions in freee Accounting to Slack at the beginning of each month.

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■Recommended for

1. Accounting personnel using freee Accounting

・Those who do not want to miss overdue transactions

・Those who want to check overdue transactions collectively at the beginning of each month

・Those who want to notify team members via Slack to prompt quick responses

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2. Business owners/managers using freee Accounting

・Those who want to understand overdue transactions and improve cash flow

・Those who want to send reminders to accounting personnel to improve work efficiency

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■Benefits of using this template

・Automatic notifications at the beginning of each month reduce the risk of missing overdue transactions.

・Notifying via Slack allows for quick information sharing with team members and prompts action.

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■Notes

・Please link Yoom with both freee Accounting and kintone.

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About the Apps You Use

freee Accounting

Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.

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Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.

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