Customer Onboarding
Gappify Alan autonomously recognizes new customers, sales orders, renewals and/or payment anniversaries within NetSuite.
Trusted by leading accounting teams FROM
Customer Onboarding
According to your specific process, Gappify Alan autonomously confirms billing/shipping details, tax exemption status, and invoicing/collection email addresses with your customer.
Automated Workflows:
- Gappify Alan autonomously recognizes new customers, sales orders, renewals and/or payment anniversaries within NetSuite.
- According to your specific process, Gappify Alan autonomously confirms billing/shipping details, tax exemption status, and invoicing/collection email addresses with your customer.
- Alan autonomously collects POs for new and renewing customers, including multi-year orders as the anniversary date approaches.
- Routes documents received to the appropriate team members and attaches to NetSuite records. Creates NetSuite tasks (or SFDC cases, JIRA tickets, etc) to notify AR team of all customer responses.
- Notifies Tax stakeholders when customer requests changes to sales tax status and documents are received.
Automated Workflows:
- Gappify Alan autonomously recognizes new customers, sales orders, renewals and/or payment anniversaries within NetSuite.
- According to your specific process, Gappify Alan autonomously confirms billing/shipping details, tax exemption status, and invoicing/collection email addresses with your customer.
- Alan autonomously collects POs for new and renewing customers, including multi-year orders as the anniversary date approaches.
- Routes documents received to the appropriate team members and attaches to NetSuite records. Creates NetSuite tasks (or SFDC cases, JIRA tickets, etc) to notify AR team of all customer responses.
- Notifies Tax stakeholders when customer requests changes to sales tax status and documents are received.
Benefits:
"Gappify has improved our vendor onboarding process and streamlined our accruals, which now takes a few hours vs. days to complete. Effortless integration with NetSuite ensures accuracy, security, and completeness of records. Gappify is a must have resource to scale accounting.”
"Gappify's automation has made a big impact on our AP team, reducing the time spent to onboard new vendors and process information in NetSuite. Their solution helps us create more scale from accounting and keep costs low, even as our company has grown."
“In an era of new business models and changing accounting standards, accounting professionals need automation so that they can deliver fast, correct and smooth close processes. Gappify and their accounting bot Alan equip finance staff to keep pace with the speed of business, and enable finance transformation in an era of increasing complexity."
“Gappify has improved and streamlined our vendor onboarding process and provided us with a simple, secure, and automated way to collect and verify vendor master data and integrate seamlessly into our ERP system. Gappify has been excellent to work with to continuously evolve and mature our vendor onboarding process."
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Gappify Alan for NetSuite Bundles
Collections Management
Gappify Alan interacts with customers to confirm receipt and accuracy of invoices issued, then follows up on past-due invoices as necessary.
Confirmations
Gappify Alan identifies and emails vendors to confirm unbilled expenses, as well as internal budget managers to confirm statuses of open POs.
Vendor Management
Gappify Alan identifies and interacts with new vendors to onboard them in NetSuite, and answers vendor payment inquiries thereafter.