Get paid faster and more efficiently with automations.
Accelerate the order-to-cash process, automate the billing and payment process across multiple systems, and create alerts for preempted churn risk and variance in financial data. Close up the gaps in your business processes and get money in timely and efficiently.
-
Multi-channel revenue managementWhen you have multiple channels for payment and use multiple systems for them, it is hard to keep track of the various payment sources. Streamline your workflows so all your records flow into one single place for simpler accounting and reporting. -
Order-to-cashOnce the sale is made, the order needs to be processed by your accounting department. Workato takes care of this “order-to-cash” process from your POS or CRM to your Financial system.
-
Preemptive churn risk and upsellPre-built integrations are oftentimes insufficient in supporting your team’s specific needs. Use Workato recipes in tandem with the existing pre-built integrations for a comprehensive bi-directional sync between customer support and engineering teams so you can minimize app-hopping and maximize productivity.
-
Alerts on variance in finance dataWith Workato, you can set up integration recipes that keep a lookout on your data and alerts you when your metrics deviate from the expected range, or historical data. -
Payment notificationsAutomatically receive payment notifications in Slack so your team knows when a customer has paid, when their charged has failed, or when they have cancelled their subscription.