Add new customers to finance customer list for billing

Your accounting customer records living outside the billing roster cause missed invoices and extra manual reconciliation. You get a single customer roster for billing and reconciliation same day.

Overview

As Financial Controller, you need a single source of truth for customers so invoices go out on time and reconciliations close faster. This flow captures new customers from accounting into your billing roster, eliminating rekeying and delivering a ready-to-invoice list same day.