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No-code automationYour No-code and AI Automation Partner

Automate Alegra API Workflows with Make.com, n8n and Zapier

Streamline invoicing, manage payments, and automate financial reports with Alegra automations. Enhance your accounting efficiency and accuracy.

When a New Invoice Created
Solution
1. Capture New Invoices

Automatically send invoice details to Google Sheets.

Update Customer Payment Status
Solution
2. Track Payments Automatically

Sync payment status with CRM system upon receipt.

When Payment Received
Solution
3. Notify Team of Payments

Send Slack notifications for received payments.

Generate Monthly Financial Report
Solution
4. Automate Reporting

Compile reports and email to stakeholders monthly.

Schedule Expense Reminders
Solution
5. Ensure Timely Entries

Send reminders for pending expense entries weekly.

- Repeat -

Automation Benefits

Benefits of Automating Alegra

Maximize efficiency and accuracy in financial management through automation.

Increased Efficiency

Save time by automating recurring accounting operations.

Accurate Financial Management

Reduce errors in invoicing and payments with automated checks.

Enhanced Cash Flow Monitoring

Track receivables efficiently and ensure timely payments.

Seamless Integration

Easily connect Alegra with CRM and ERP systems for consolidated management.

Timely Financial Insights

Receive regular financial reports to inform strategic decisions.

Automated Communication

Automatically send payment reminders and notifications through integrated channels.

Features

Alegra Automation Features

Automate mundane tasks in Alegra to focus on strategic financial management.

  • 1
    Invoice Management

    Automate the creation and tracking of invoices to save time and reduce errors.

  • 2
    Payment Tracking

    Ensure accurate records by automating payment status updates in your CRM.

  • 3
    Financial Reporting

    Generate and distribute monthly financial reports automatically.

Feature

Outcomes

Business Outcomes from Alegra Automation

Automating Alegra tasks can greatly enhance financial management and operational efficiency.

80%
Improved Cash Flow Tracking
95%
Reduced Manual Errors
20+
Time Saved on Reporting
FAQ

Alegra Automation FAQs

Get answers to common questions about automating Alegra for better financial management.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required