Automate your invoice generation with Carbone
Swiftask connects your business data to Carbone to create invoices instantly. Stop manual entry, start automated precision.
Result:
Speed up your payment cycle and eliminate human errors in your billing process.
AI Agents
carbone
Connector carbone · Secure OAuth 2.0
Manual invoicing hinders your growth
Managing invoicing manually leads to errors, payment delays, and a heavy administrative burden. When your team spends time filling out templates, they aren't focusing on growing your business.
Main negative impacts:
Frequent input errors
Copy-pasting data between tools and invoice templates leads to calculation or customer information errors.
Time-consuming processes
The time spent generating each invoice individually slows down your cash flow and ties up your administrative staff.
Delayed payments
An invoice sent late is an invoice paid late. Lack of automation directly impacts your cash flow.
Swiftask automates your invoicing using Carbone as the generation engine. Your data is extracted, formatted, and transformed into professional invoices ready to be sent, automatically.
BEFORE / AFTER
What changes with Swiftask
Classic management
You export data from your CRM, open a Word or Excel template, fill in the fields, save as PDF, then send via email. A repetitive process that takes hours every week.
The Swiftask + Carbone workflow
As soon as a sale is validated or a milestone is reached, Swiftask sends the data to Carbone. The document is generated instantly based on your template and ready to be sent. Zero data entry.
Setting up your workflow in 4 steps
1
STEP 1 : Define your template in Carbone
Create your invoice template in Carbone with all your custom variables.
2
STEP 2 : Connect Carbone to Swiftask
Integrate Carbone as a skill in your Swiftask AI agent via API.
3
STEP 3 : Configure source data
Determine the triggers (e.g., new deal closed) that will automatically feed your invoice template.
4
STEP 4 : Automate sending
Validate the flow so that every new invoice is generated and transmitted without intervention.
Document generation power
The AI agent analyzes source data (amounts, taxes, customer details) to dynamically fill your Carbone templates.
- Target connector: The agent performs the right actions in carbone based on event context.
- Automated actions: PDF generation, dynamic data insertion, currency management, automatic calculations, archiving of generated documents.
- Native governance: Every generation is traceable for full compliance with your management processes.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-carbone@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Automation benefits
Guaranteed precision
Eliminate input errors with automated data extraction.
Increased productivity
Free your team from low-value, repetitive tasks.
Speed of billing
Send your invoices immediately after service delivery or sale.
Total flexibility
Modify your Carbone templates without impacting the automation workflow.
Simplified compliance
Keep a clear and structured history of all your generated invoices.
Security and data management
Swiftask applies enterprise-grade security standards for your carbone automations.
- Secure transfers: Use of encrypted protocols for sending data to Carbone.
- Controlled access: Define access rights to your document templates.
- Full traceability: Audit logs for every generated document.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your efficiency
| Metric | Before | After |
|---|---|---|
| Time per invoice | 10-15 minutes | A few seconds |
| Error rate | High (manual) | Near 0% |
| Billing delay | Daily/Weekly | Real-time |
Take action with carbone
Speed up your payment cycle and eliminate human errors in your billing process.