Integrating airSlate WorkFlow with NetSuite

Today’s fast-paced commercial environment demands business processes run without interruptions. Automation technologies, ERPs, and CRMs are the driving forces helping companies achieve this goal and increase productivity. NetSuite has earned its worldwide reputation as one of the most efficient enterprise resource planning (ERP) systems, providing a cloud-based suite of business applications within a single platform. It has module solutions for online management of HR, sales, marketing, and customer relations processes. However, the main NetSuite automation focus is finance, accounting, procurement, and inventory management.

Finance is critical for any business requiring top-level accuracy and continuity maintenance. Manual data processing in finance and accounting results is not the solution: it’s error-prone, time-consuming, and inefficient as financial teams are overstrained managing tons of paper-based invoices, bills, and reports. Switching accounts payable workflows from manual to computerized, particularly with NetSuite automation tools, is the primary step to making your finance department work more productive and cost-efficient.

What is NetSuite AP automation?

Accounts processing automation (or AP automation) is a technology that creates an automated workflow for recurring tasks in accounting. This includes receiving invoices, checking them with the relative purchase orders (often with the OCR functionality), forwarding these invoices for approval to all the responsible parties, payment processing, and post-finish reconciliation. Performing these steps automatically instead of manually entering data and sending emails helps AP teams save time and deliver payments on schedule. NetSuite offers a solution for this goal.

NetSuite AP automation is software embedded in the platform for invoice review, approval, and payment processing. It provides an accurate invoice matching with vendor orders, purchase orders, and other supporting documentation. Plus, it automatically fills out debits and credit records, freeing account specialists from manual entry. It features a dashboard for accounts payable so that AP specialists can easily track their accounting paperwork in progress or pending, control the due dates, prepare reports, and manage payments in real-time.

With all the above, NetSuite’s native software for financial management works great for improving AP workflows, but can you make it even better? Yes, through integrating with other business applications. airSlate WorkFlow’s automation platform is the ideal solution to seamlessly run all your accounting and finance processes.

Let’s take a look at how airSlate WorkFlow improves NetSuite AP automation.

airSlate WorkFlow automation for NetSuite

airSlate WorkFlow is the best solution on the market. It’s an end-to-end workflow automation platform that enables users to create, automate, and integrate recurring business processes within a single solution. airSlate WorkFlow offers multiple document-based templates, which you can easily customize according to your company’s needs. For instance, it has pre-built workflow templates for finance and accountants, such as invoice creation, budget planning and approval, or goods receipts. It allows users to legally sign their paperwork electronically, plus request and collect payments on-site.

With airSlate WorkFlow, you don’t need to write a single line of code to configure your workflow or to connect the tool with your ERP system. airSlate WorkFlow uses robotic process automation technology (or RPA) with a range of bots to perform particular tasks. All these bots are ready-for-use and can be set up within minutes.

Here is what you can do with RPA for NetSuite tools from airSlate WorkFlow:

1. Launch and automatically run a particular process in your ERP system
2. Create or update the existing records in your NetSuite module
3. Export data from completed forms to certain NetSuite records
4. Pre-populate your accounts forms with data from ERP
5. Notify your NetSuite contacts about a document being opened for editing or completion

You can find the list of airSlate WorkFlow bots for NetSuite integration and learn more about them here. Setup is simple and the results of airSlate RPA for NetSuite are huge:

• AP team’s productivity increases as the manual work they perform is minimized
• Relations with suppliers and partners get better thanks to faster invoice and payment processing
• The sales cycle gets reduced, and the flow of goods and cash speed up
• The company saves money and increases its profitability

A final word

Integrating your ERP with airSlate WorkFlow will greatly improve your business. Plus, there’s no need to organize a special airSlate WorkFlow for NetSuite online training for your staff. Your employees can enroll in the airSlate Academy and take free courses to learn how to automate AP workflows. Explore best practices for NetSuite automation and streamline your business today!