Generate and send invoices instantly with Expedy
Swiftask automates your invoicing cycle via Expedy. As soon as a sale is validated, your invoice is created and sent without any manual entry.
Result:
Speed up your cash flow and eliminate manual accounting errors.
AI Agents
expedy
Connector expedy · Secure OAuth 2.0
Manual invoicing slows down your growth
Manual invoice creation is a major friction point. Between data entry, formatting, and sending, your team loses valuable time. This manual process increases error risks and delays customer payments.
Main negative impacts:
Delayed payment cycles
The longer it takes to send an invoice, the longer it takes to get paid. Manual invoicing creates an unnecessary bottleneck.
Costly entry errors
Copy-pasting data between sales tools and invoicing software often leads to calculation or recipient errors.
Administrative burden
Your sales team spends too much time on administrative tasks instead of closing deals.
Swiftask connects your sales data to Expedy to automate invoice creation and delivery as soon as a trigger event occurs.
BEFORE / AFTER
What changes with Swiftask
Traditional management
After a sale, an employee extracts data, opens Expedy, manually enters line items, generates a PDF, and emails it. The process is slow and prone to oversight.
Swiftask + Expedy automation
The sale is confirmed in your CRM or platform. Swiftask detects the event, instantly transmits data to Expedy, which generates and sends the invoice in seconds.
Setting up your invoicing workflow
1
STEP 1 : Connector configuration
Connect your Expedy account to Swiftask in a few clicks via our secure interface.
2
STEP 2 : Trigger definition
Choose the event that triggers invoicing: project completion, online purchase, or quote validation.
3
STEP 3 : Data mapping
Automatically map your source data fields to Expedy invoicing fields.
4
STEP 4 : Workflow activation
The system is live. Every sale now triggers instant invoicing without human intervention.
Advanced automation capabilities
The AI agent analyzes customer information, sold products, and contract terms to generate a compliant invoice.
- Target connector: The agent performs the right actions in expedy based on event context.
- Automated actions: Automatic invoice creation. Immediate delivery via email. Payment status updates. Recurring invoice management. Confirmation notifications to your team.
- Native governance: All actions are tracked in the Swiftask audit log.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-expedy@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.
Why automate with Swiftask
Faster payments
Invoice instantly after service delivery to reduce your DSO.
Total accuracy
Eliminate human error through automatic data synchronization.
Productivity gains
Free your team from repetitive accounting data entry.
Guaranteed compliance
Generate invoices that are always compliant with current standards via Expedy.
Financial data security
Swiftask applies enterprise-grade security standards for your expedy automations.
- Secure API connection: Your data travels through encrypted channels between Swiftask and Expedy.
- Access protection: Strict control over permissions for workflow configuration.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Processing time | 10-15 min per invoice | Less than 5 seconds |
| Error rate | 5-10% | 0% |
Take action with expedy
Speed up your cash flow and eliminate manual accounting errors.