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Transform spreadsheets into insights with finance workflow automation
Unleash your fiscal superpowers. Integrate applications and automate workflows to accelerate financial agility.
Streamline financial operations by integrating applications.
Free up your finance team from repetitive administrative tasks by automating workflows across CRM, ERP, procurement, billing, and invoicing systems. Improve forecast accuracy, accelerate transactions to achieve faster revenue recognition, reduce the Days Sales Outstanding (DSO), and improve the cash flow cycle for the business.
Achieve Quicker Quote-to-Cash
Automate finance workflows, from generating a customer quote to receiving payment, to improve efficiency and speed up cash flow.
Improve Reporting Accuracy
Collect and sync financial data in real-time to make better decisions, accelerate the month-end closure process, and quickly inform stakeholders.
Optimize Procurement
Synchronize supplier, inventory, billing, and payment data for improved demand forecasts and better inventory control.
Ensure Compliance
Streamline compliance processes, reduce risks, and enhance your organization’s ability to meet regulatory requirements efficiently.
AI is transforming finance—don’t get left behind.
- Pre-built, enterprise-ready AI agents
- Custom-built AI agents tailored to complex finance workflows
- Pre-build connectors to embed AI into existing finance applications
- AI-assisted low-code application development and API management
Finance workflow automation in action.
Everything is all connected with Jitterbit including our ecommerce selling channels, helping us to better manage inventory and sales. We are very happy with the outcome – it works perfectly – and we know we can always add solutions in the future which is great.”
Romain Bénichou
CEO, Red Luxury
We have additional optimization efforts on the horizon – with Jitterbit, we can more seamlessly expand existing integrations and consider new ones.”
Kyle Anixter
Hardware IT Director, Curvature
Financial process automation use cases.
Reduce repetitive tasks and achieve real-time reporting with Jitterbit's finance workflow automation solutions. Connect SaaS, on-premise, and legacy applications with ease.
Order to Cash
Order to cash automation streamlines the processing of purchase orders, fulfilling those orders to invoice delivery and payment realization without manual workflows.
- Achieve faster order processing and fulfillment with fewer errors by eliminating manual data entry.
- Remove bottlenecks in the synchronization of order, fulfillment, invoicing, and payment data to improve cash flow and working capital levels.
- Empower customers to track order status and enable employees to monitor receivables easily.
Order to Fulfillment
Automate the order to fulfillment process to deliver customer orders efficiently and correctly every time.
- Meet customer demand with accurate forecasting by accessing data across inventory, order, and shipping systems.
- Enhance customer satisfaction with timely, accurate shipping information.
- Reduce errors and returns with accurate order fulfillment.
Expense Management
Automate expense management to accelerate reimbursement and keep employees happy.
- Create a complete view of employee expense data
- Make smarter, real-time expense management decisions
- Make personalized changes to employee expense tracking apps without coding
- Submit expenses from anywhere at any time with a customizable interface tailored to your specific business needs
All your connections. All in one place.
Salesforce
NetSuite
Microsoft Dynamics
Epicor
SAP
Shopify
Coupa
