Reflect the list of unpaid invoices from Money Forward Kakebarai in Google Sheets.

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■Overview

This is a flow that reflects the list of unpaid invoices in Money Forward Kakebarai into a Google Spreadsheet database.

It is also possible to construct a more practical flow that separates routes such as updating existing values or adding new values using branching.

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■Recommended for

1. Accounting personnel using Money Forward Kakebarai

・Those who want to streamline the management of unpaid invoices

・Those who want to eliminate the hassle of manually compiling unpaid invoices into Google Spreadsheets

・Those who want to grasp the status of unpaid invoices in real-time to facilitate prompt reminders and responses

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2. Business owners and financial officers

・Those who want to always be aware of the status of unpaid invoices to aid in cash flow planning

・Those who want to analyze trends in unpaid invoices to improve billing operations and customer management

■Benefits of using this template

Money Forward Kakebarai is an excellent tool for streamlining billing operations, but many companies may still manage unpaid invoices manually using Google Spreadsheets or other methods. However, manual management is not only time-consuming but also carries the risk of input errors and missed updates.

By utilizing this flow, unpaid invoice information from Money Forward Kakebarai is reflected in real-time on Google Spreadsheets, eliminating the need for manual data updates. This reduces the risk of input errors and missed updates, allowing you to allocate valuable time to other tasks and improve operational efficiency.

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■Notes

・Please integrate both Money Forward Kakebarai and Google Spreadsheets with Yoom.

・The operation between "repeating the same process" is an app available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations or data connections set in the Flowbot will result in an error, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use the apps that are subject to restrictions.

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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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At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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