no touch order processing
faster customer invoicing
invoice processing which used to take 3 weeks.
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.
Transform your O2C process into a competitive differentiator
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.
Automate license provisioning
- With Workato you can automate your license provisioning so you can invoice and recognize revenue faster while delighting customers.
Streamline invoicing and past due notices
- Workato allows your finance team to automate the cumbersome invoicing & reminding process so you can reduce your DSO.
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.
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.
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.
Harness the power of our finance apps for automation
Centralize your customer’s billing and finance processes in your product with a robust connection to Netsuite.Learn more
Connect your product to the world’s leading CRM to create automations leveraging your customer’s sales, customer service and marketing data.Learn more
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