A Comprehensive Guide to Orders to Cash Automation Integration

For executives in the finance industry, automating the order to cash process is an imperative step to optimizing corporate cash flow and driving operational efficiency. Without dedicated software that streamlines the accounts receivable process, businesses large and small will face additional costs, and risk increased customer churn, lower profits, and potential disputes. Accounts receivable automation simplifies the accounts receivable process, by replacing manual entry in the back office with highly accurate, automated, and efficient solutions. This guide will cover all aspects of orders to cash automation integration to help executives understand the end-to-end process and capitalize on the benefits that such a solution can bring.

Benefits of Automation

Before plunging into the details of integration, let us take a moment to consider some of the advantages that accounts receivable automation offers. The increased efficiency of these solutions is the most attractive feature for businesses seeking to streamline their cash flow. With accounts receivable automation in place, corporate finance departments will save substantially in personnel costs. Additionally, there is the opportunity for greater accuracy in data entry and in tracking the status of the receivables as well as fewer disputes as data is easily accessible for auditing. Faster payments can be achieved without sacrificing accuracy, providing measurable lower costs and higher profits. The information from the order to cash process can be used to create valuable insights into customer purchasing behaviour and forecasting.

Preparing for Integration

Once the decision has been made to adopt an orders to cash automation system, it is essential to make the necessary preparations to ensure successful implementation. Prior to the setup of the system, existing accounts receivable processes must be evaluated to determine which processes will be automated and which will remain manual. It is also important to identify which accounting systems will integrate with existing ones and if existing data can be imported into the new system. It will also be beneficial to review the system to ensure that it has the capability to track customer’s orders, payments, and invoices as well as the capability to generate reports in a timely fashion.

System Setup & Connectivity

Once the system is selected, the accounts receivable team must be prepared to onboard the software. This process can involve a steep learning curve for personnel who are tasked with entering and managing data. Training should begin in earnest to promote seamless onboarding of the system. System integration is the next step as the automated system must be linked with the customer database, backend systems and perhaps other software systems. Bidirectional synching should be established between customer databases, accounting software, customer relationship management systems, and other software systems.

Data Entry & Governance

The data entry stage begins once all accounts receivable data is imported into the new system. This may include creation of customer profiles, production of item codes, customer payment terms, customer-specific discounts, and payment notifications. The sale order entry process should also be established at this stage. Sales orders should consist of related activities such as billing, inventory, batch order tracking, quality check and shipment tracking. Data governance policies should also be established to control access to customer data, including customer profiles.

Invoicing & Payment Processing

Once customer data is entered into the system, customer invoices can be generated based on the transaction data such as sales order, purchase order and customer payment terms. Automated invoicing ensures accuracy in the billing process and helps to reduce delays in payments. Automated payment options should also be enabled in the system for convenience. Automated invoices and payment notifications are sent to customers, which encourages timely payments and streamlines the entire process.

Reporting & Monitoring

To analyze customer behaviour, create customer segments and obtain customer insights from Accounts receivable data, it is important to gain a comprehensive view of the entire process. Dashboards should be set up for business executives and finance personnel to track the status of accounts receivable. This includes displaying of customer balances, days sales outstanding, payables due, and so on. By integrating accounts receivable data into existing analytics tools and dashboards, executives can evaluate the state of their business’s financial health quickly and accurately.


Accounts receivable automation is essential for businesses seeking to keep their cash flow running smoothly and maximize operational efficiency. For executives exploring such an option, the integration of an orders to cash system often involves time-intensive preparation and onboarding. By gaining a detailed understanding of the implementation process and the associated benefits, corporate finance personnel can capitalize on the system’s capabilities to reap the maximum cost savings and operational efficiency for their business.