Customer Onboarding

Gappify Alan autonomously recognizes new customers, sales orders, renewals and/or payment anniversaries within NetSuite and SAP.

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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:

Automated Workflows:

Benefits:

Gappify Alan for NetSuite and SAP 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 SAP, and answers vendor payment inquiries thereafter.

Next Steps

Questions about Customer Onboarding with Gappify?