Order-to-cash

Redefine order-to-cash excellence

There is a new standard when it comes to the speed, scale and accuracy for this core financial process spanning from the initial customer quote, to revenue and reporting.

  • 84%

    faster customer invoicing

  • ~0min

    invoice processing which used to take 3 weeks.

Transform your O2C process into a competitive differentiator

Use Case

Close deals faster

  • Cut down the time it takes to go from quote to invoice from days to seconds with Workato’s deal desk bot through Slack or Teams.
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Use Case

Automate license provisioning

  • With Workato you can automate your license provisioning so you can invoice and recognize revenue faster while delighting customers.
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Use Case

Streamline invoicing and past due notices

  • Workato allows your finance team to automate the cumbersome invoicing & reminding process so you can reduce your DSO.
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Elevate O2C with Enterprise Automation

  • Integrate your ERP & CRM

    Workato enables your finance team to automatically sync customer, invoice & billing data across your ERP & CRM systems to seamlessly connect your company’s end-to-end process.

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  • Create bots in Slack or Teams

    With Workato you can create purpose-built bots in Slack or Teams for quick deal updates, approvals, and company-wide visibility.

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  • Build bi-directional data flows for customer and product data

    Automatically collect and map customer data across applications such as Salesforce, NetSuite, Gainsight, and more.

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Harness the power of our finance apps for automation

  • NetSuite

    Centralize your customer’s billing and finance processes in your product with a robust connection to Netsuite.

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  • Salesforce

    Connect your product to the world’s leading CRM to create automations leveraging your customer’s sales, customer service and marketing data.

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  • Slack

    Communication is integral to any business. Real-time communication works even better in today’s virtual landscape. Slack provides a platform for instant, organized communication perfect for big and small businesses.

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Let’s start automating

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