Tools
easybill is a German accounting software that promises to make your bookkeeping easier and faster. Because easybill knows one thing: hardly anyone likes bookkeeping. The less time spent on it, the better. But since bookkeeping is a duty, it keeps all companies busy. So it's no wonder that especially in this sector, time-saving and efficiency are much advertised. One point that really makes your bookkeeping easier and faster is the easybill API integration.
This means nothing other than that your accounting is connected to other applications such as emails, online shop, CRM or database and independently exchanges relevant data.
On the easybill website, the term "automation" comes up again and again: automatically saving invoices, automated dunning procedure and also automation via API. The latter is what makes the easybill integration possible in the first place. Because through the easybill API, your accounting can be integrated with other applications, such as your mails, your CRM or your online shop. By this we mean that easybill is linked to thousands of other tools such as Office356, GSuite, Pipedrive or Shopify. This way, data is transferred automatically and your accounting department always receives all relevant data.
Quotations and invoices: This is probably the function you would expect to find in an accounting software. In easybill, legally compliant offers and invoices are created on your stationery and sent by e-mail. The invoice is then also available online for your customers. Serial invoices, reminders, discounts or cancellations are also no problem.
Bookkeeping and receipts: Sure, that's what easybill is all about. Document entry, booking suggestions, DatevConnect, document export and the direct connection to the tax advisor:in. In addition, automatic payment reconciliation to secure your liquidity.
Project management: easybill even maps project management if a dedicated tool is too much of a good thing for you. Budgets, hourly rates and additional information can be recorded and tasks and to-dos can also be entered in easybill. All of this is topped off by time recording, which can be automatically processed into invoices.
So what do you mean by easybill API integration? The accounting tool offers a comprehensive API, a programming interface. This API allows us to export data from easybill and enter it into easybill. Because the information that is relevant for your accounting is often also available elsewhere. For example, important contact data is often stored in your CRM, invoices reach you by email or are generated from your shop orders. We can link all these applications.
We do this by using the Make automation platform. This enables us to map the easybill API integration even more comprehensively and thus even more efficiently. Wait, the professionals among you will ask. Make does not yet support easybill? That's right. That's why we have taken it over ourselves. With our Make easybill app, we can map a multitude of functions.
The best way to explain this is with examples. They make it clearer what is possible. The easybill integration with other cloud applications opens up completely new possibilities to gain time for other things.
In addition to these (few) examples, almost any integration with Make is conceivable. We would be happy to advise you on this in a free consultation.
Capture invoices automatically: Important documents for accounting often arrive by email, such as invoices as attachments. Instead of manually downloading these attachments, uploading them to easybill and the correct folder, this can be done automatically thanks to the easybill API. If an email meets certain criteria or is sent to a specific address, the attachments are automatically uploaded to easybill. This even works if the document is not in the attachment but in the email text.
Integrate e-commerce: If a person buys a product in your shop, for example Shopify or WooCommerce, a new customer account is not only created in the shop system. This also automatically triggers a new person in easybill. Invoices can also be transferred from your shop to easybill.
Update documents: Yes, this is also possible automatically. For example, you might change the status of your customers in your CRM, such as Hubspot or Pipedrive. The project has been cancelled, maybe the company has even gone bankrupt. A completely different status is also conceivable. Either way, the invoice is changed in easybill based on this status. This can mean it is cancelled or simply updated because new information is available.
Upload receipts: It is often necessary that receipts are not only available in easybill, but also in OneDrive or GoogleDrive, for example. To ensure that all receipts are properly archived, the documents can be automatically integrated into your workflow. Based on the first example, the easybill API can simply be connected to your cloud storage and the new documents are then immediately uploaded to easybill.
Integrate CRM with easybill: Your contact details are usually also available in the CRM. By integrating a CRM such as Hubspot with easybill, all contact changes or new customers are automatically synchronised. Of course, the same works with Pipedrive, Salesforce or other CRM software.
Newsletter marketing: Integration with newsletter tools such as Sendgrid or Mailchimp is also possible via the easybill API. In this way, new or updated people can be automatically added from easybill as subscribers for a newsletter list. This way, your email marketing is always up to date and no customer receives an email that is actually not intended for them.
So, we too join the accounting-marketing scene: Less time for bookkeeping is generally desirable. And the easybill API allows us to do just that. The above examples are only meant to give an overview, of course we tailor the easybil integration exactly to your needs and applications. This saves you time, effort and tedious administration and you can dedicate yourself to all the tasks you prefer to do rather than bookkeeping. We can think of a few things.
Do you also want to take the next step and make your company fit for the future? Together we will find individual solutions that are flexible and scalable.
Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.
But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.
Arrange a free cloud integration consultation now
Arrange a free cloud integration consultation now
To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:
The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.
Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:
01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.
02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.
What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.
But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.
To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.
We have made a first distinction between iPaaS and BPA here.
We explain the term SaaS in more detail here.
Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.
However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.
As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.
