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This automation pulls data from sales, contracts, or orders in your CRM or ERP system to generate customer invoices instantly. It ensures accurate billing, accelerates the revenue cycle, and reduces the risk of invoicing errors.
Integrations include systems like Salesforce, HubSpot, SAP, and Netsuite. The workflow gathers billing triggers (e.g. closed deals, shipped products), formats the invoice, and dispatches it to the customer.
Finance teams can customize invoice templates, apply tax rules, and track delivery status for complete visibility and control over billing operations.
Abstra is a Python-based workflow engine to design and manage custom business processes with no overhead, powered by AI. Merge automated tasks with manual reviews, gain real-time insights into operations, and track history with logs & git-friendly versioning.