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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.
Garantir Conformidade
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.
Tudo está conectado com Jitterbit, incluindo nossos canais de vendas de comércio eletrônico, ajudando-nos a gerenciar melhor o estoque e as vendas. Estamos muito felizes com o resultado – funciona perfeitamente – e sabemos que podemos sempre adicionar soluções no futuro, o que é ótimo.”
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.
Pedido para Receber
A automação de *order-to-cash* otimiza o processamento de pedidos de compra, desde o atendimento desses pedidos até a entrega da fatura e o recebimento do pagamento, sem fluxos de trabalho manuais.
- Alcance um processamento e atendimento de pedidos mais rápidos com menos erros, eliminando a entrada manual de dados.
- 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.
Pedido para Entrega
Automatize o processo de pedido até a entrega para atender aos pedidos dos clientes com eficiência e precisão sempre.
- Atenda à demanda dos clientes com previsões precisas acessando dados em sistemas de inventário, pedidos e envio.
- Melhore a satisfação do cliente com informações de envio pontuais e precisas.
- Reduza erros e devoluções com um atendimento de pedidos preciso.
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
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