Create clients in accounting software for new payment processor customers
This automation automatically creates a new client in your accounting software whenever a new customer is added to your payment processor. This ensures your customer data is synchronized across both systems.
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Here is our 5-step process for turn-key automation:
- We assess your needs and verify that the automation does what you expect.
- We map out the systems you currently have in place, and identify any additional needs.
- We send you a proposal for implementation.
- We implement the automation.
- We provide documentation and training for the automation.
Maintaining consistent customer records
Eliminates manual data entry and ensures customer information is accurate and up-to-date across both payment processing and accounting platforms.
More automations for this use caseStreamlining invoice generation
By having customer data readily available in the accounting software, invoices can be generated and sent more quickly and efficiently.
More automations for this use caseSimplifying financial reporting
With synchronized customer data, generating accurate financial reports and tracking revenue becomes easier and less prone to errors.
More automations for this use caseImproving customer data management
Reduces the risk of data discrepancies and improves the overall quality and reliability of customer data.
More automations for this use caseReducing manual data entry
Frees up staff time to focus on more important things.
More automations for this use case