Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

CS

Customer Statements

At the end of each month, this bot sends statements to customers with any open balances.

Function:

Accounts Receivable

Steps

  1. Login to Accounting/ERP system.
  2. Get list of all customers with balances.
  3. For each customer, email Open Balance Statement.
  4. For each customer, email all open invoices.
  5. Update Exceptions and Results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com

Bill.com
Bill.com

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

Share

CS

Request a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Related