Notify overdue transactions in freee Accounting to Chatwork at the beginning of each month.

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■Overview

This is a flow that notifies Chatwork of transactions with overdue payment deadlines in freee Accounting 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 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 Chatwork to prompt quick responses

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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

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■Benefits of using this template

・Eliminates the need for manual checks, reducing the burden on accounting personnel.

・Helps improve cash flow by early identification of transactions with overdue payment deadlines.

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■Notes

・Please integrate Yoom with both freee Accounting and Chatwork.

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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 integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.

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