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.

  • 90%

    no touch order processing

  • 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.
Learn more
Use Case

Automate license provisioning

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

Elevate O2C with Enterprise Automation

  • 01

    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.

    Learn more
  • 02

    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.

    Learn more
  • 03

    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.

    Learn more

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

    Learn more
  • Salesforce

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

    Learn more
  • 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.

    Learn more

Let’s start automating

Schedule a Demo