E-Commerce
Order & invoice automation
Orders, invoices and receipts flow automatically between your shop, accounting and file storage – no manual retyping.
The problem
Every order is copied into accounting by hand, invoices are created one by one and receipts get hunted down in folders. It costs hours every week and causes errors that only surface at the accountant's.
What is included
- Review of your order and invoicing workflow
- Automatic invoice creation from orders
- Sales and receipts sent to your accounting software
- Incoming bills captured via OCR
- Filing in Google Drive or Dropbox using a fixed structure
- Alerts for errors or exceptions
What you get
- Running automations in Make.com or Zapier
- Flow diagram of all data movements
- Error alerts and run log
- Documentation and a handover call
Process
How it works
- 01
Map the current flow
We look at which steps happen manually today and which systems are involved.
- 02
Design
We design the automations and handle edge cases such as partial payments or cancellations.
- 03
Build & test
We build the workflows and test them with real orders and receipts.
- 04
Handover
You get documentation and know exactly what to do if an alert comes in.
FAQ
Questions about this service
Does this replace our accountant?
No. Automation makes sure data is complete and properly filed. Bookkeeping decisions and tax advice stay with your accountant, who will usually appreciate the tidy data.
Does it work with DATEV?
Yes, via APIs or export formats your accountant can import. We agree the format with their office.
What if an automation fails?
You get an alert naming the affected record. Failed items aren't lost and can be reprocessed.
E-Commerce
More services in this area
- Online shop setup
- Product listings & management
- Marketplace support (Amazon & eBay)
- Customer onboarding flows
All: E-Commerce
Intro call
Order & invoice automation – let’s get started.
In a free intro call we clarify what you need, what it costs and when it will be done. No sales pressure.