Transform Spreadsheets into Insights with Finance Workflow Automation
Unleash your fiscal superpowers. Integrate applications and automate workflows to accelerate financial agility.
Benefits of financial automation
Integrate applications to accelerate transactions, eliminate errors, and exceed customer expectations.
Achieve Quicker Quote-to-Cash
Automate the end-to-end process from generating a customer quote to receiving payment. Improve your cash flow and increase sales and operational efficiencies.
Improve Reporting Accuracy
Collect and sync financial data in real-time to make better decisions, accelerate the month-end closure process, and immediately provide your stakeholders with the required information.
Optimize Procurement
Synchronize supplier, inventory, billing, and payment data for improved demand forecasts and better inventory control.
Ensure Compliance
Manage, process, and report data in a manner that adheres to specific regulatory standards. Streamline compliance processes, reduce risks, and enhance the organization’s ability to meet regulatory requirements efficiently.
Finance 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
Streamline financial operations: Improve forecast accuracy and accelerate cash flow
Free up your finance team from repetitive administrative tasks by automating workflows across CRM, ERP, procurement, billing, and invoicing systems. Achieve faster revenue recognition, reduce the Days Sales Outstanding (DSO), and improve the cash flow cycle for the business.
Financial process automation use cases
Reduce repetitive tasks and achieve real-time reporting with finance workflow automation. 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
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