Why you should automate with Bill.com
Streamline order to cash
Why these integrations and automations matter:
Generate invoices
Once you close a deal, your team needs to move fast to create and deliver the invoice. Integrate Bill.com with a CRM like Salesforce or Zendesk to immediately add new clients and generate invoices in Bill.com, using account details from your CRM. The invoice ID can then be added to the client’s account in your CRM.Process bills
Manage exceptions
Integrate Bill.com with a communication platform like Slack or Microsoft Teams to manage invoice exceptions in chat. For example, Workbot (our platform bot) can notify you when a billing error prevents an invoice from going through