■Overview
This flow adds the list of invoices from the day after to the Microsoft Excel database for Money Forward Kakebarai.
■Recommended for
1. Accounting personnel using Money Forward Kakebarai
・Those who want to centrally manage invoice information from the day after on Microsoft Excel
・Those who want to avoid the hassle of manually compiling invoice information from the day after into Microsoft Excel
・Those who want to smoothly handle payments and deposit confirmations by understanding the invoice status in real-time from the day after
2. Teams managing operations with Microsoft Excel
・Those who want to build an operational flow linked with invoice information on Microsoft Excel
■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. However, manually transferring information from Money Forward Kessai to Microsoft Excel can frequently lead to human errors and decrease operational efficiency.
With this flow, data retrieval from Money Forward Kakebarai and data addition to Microsoft Excel are automated, eliminating the need for manual transcription and reducing human errors, thereby improving operational efficiency.
■Notes
・Please integrate both Money Forward Kakebarai and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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