Loading Apps...
Your No-code and AI Automation PartnerAutomate Invoicing with iDoklad
Effortlessly manage invoicing and financial operations by integrating iDoklad with automation tools. Automate repetitive tasks like client notifications, invoice creation, and payment reminders to boost efficiency.
When a New Invoice Created
1. Log New Invoice to Spreadsheet
Automatically update Google Sheets with new invoice data.
Send a Payment Reminder
2. Automate Payment Reminders
Send automated reminders for unpaid invoices via email.
When a Payment Received
3. Notify Team of Received Payments
Team notifications for received payments in Slack channel.
Update Client Records
4. Sync iDoklad Client Data to CRM
Automatically update client information in HubSpot CRM.
Generate Financial Reports
5. Automate Financial Reporting
Generate reports by collecting and summarizing invoice data.
- Repeat -
Automation Benefits
Unlock Business Efficiency with Automated iDoklad
Automation transforms how businesses manage financial operations, delivering significant improvements across various aspects of accounting and client management.
Streamlined Operations
Automate repetitive tasks, reducing administrative workload.
Improved Accuracy
Minimize errors in invoicing and data entry with automation.
Better Client Management
Enhance client relationships with timely communication.
Real-time Financial Insights
Get up-to-date financial information for better decision-making.
Cost Savings
Decrease costs associated with manual financial operations.
Scalable Solutions
Easily scale financial operations as your business grows.
Features
Automate iDoklad Processes
Enhance your iDoklad experience by automating key processes, reducing the time and effort required for manual tasks.
- 1Seamless Invoice Sync
Automatically sync invoices with other systems for unified financial data.
- 2Automated Client Communication
Keep your clients informed with automated email and SMS notifications.
- 3Comprehensive Financial Reporting
Generate detailed financial reports without manual data entry.
Outcomes
Transform Your Financial Workflow
Experience significant improvements in financial management by integrating iDoklad with automation tools, yielding substantial business results.
50%
Increased Efficiency
90%
Reduced Errors
10+ hours/week
Time Saved
FAQ
iDoklad Automation FAQs
Get answers to common questions about automating your financial operations with iDoklad using third-party automation platforms.
Pricing Plans
Our pricing plans
Choose a plan that's 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 required
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
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.