Add the list of invoices after the next day for Money Forward Kakebarai to Google Sheets.

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■Overview

This is a flow to add the list of invoices from the day after to the Google Sheets database for Money Forward Kakebarai.

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■Recommended for

1. Teams managing operations with Google Sheets

・Those who want to build an operational flow linked with invoice information on Google Sheets

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2. Business owners and financial managers

・Those who want to always grasp the invoice status from the next day onwards to aid in cash flow planning

・Those who want to visualize and analyze the trends of invoices from the next day onwards using Google Sheets' graph functions, etc.

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3. Accounting personnel using Money Forward Kakebarai

・Those who want to centrally manage invoice information from the next day onwards on Google Sheets

・Those who want to eliminate the hassle of manually compiling invoice information from the next day onwards into Google Sheets

・Those who want to grasp the invoice status from the next day onwards in real-time to smoothly handle payments and receipt confirmations

■Benefits of using this template

Money Forward Kakebarai is an excellent tool for streamlining billing operations, but there is also a need to centrally manage invoice information in other systems and utilize it for future sales forecasts and customer analysis.

With this flow, data retrieval from Money Forward Kakebarai and data addition to Google Sheets are automated, eliminating the need for manual data entry and reducing the risk of human error, leading to improved operational efficiency. Additionally, since invoice information is centrally managed on Google Sheets, it can be used for various operations such as data analysis using pivot tables and graphs, and future sales forecasts.

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■Notes

・Please link both Money Forward Kakebarai and Google Sheets with Yoom.

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About the Apps You Use

Money Forward Pay for Business

Yoom allows you to integrate with the Money Forward Kakebarai API without code, enabling you to perform operations on Money Forward Kakebarai via the API. For example, you can automatically register customer information and transaction details with Money Forward Kakebarai, or automatically notify chat tools like Slack or Teams of the results once the credit check is completed in Money Forward Kakebarai.

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