Roles

Transform Spreadsheets into Insights with Finance Workflow Automation

Unleash your fiscal superpowers. Integrate applications and automate workflows to accelerate financial agility.

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Benefits of Financial Automation

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 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.

“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

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“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

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Use Cases

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.

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