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Schedule your automated Fakturoid invoice delivery

Swiftask automates the delivery of your Fakturoid documents. Your clients receive their invoices exactly when needed, without any action on your part.

Result:

Ensure compliance with your billing cycles and optimize your payment terms through reliable automation.

Manual invoice management is costly

Manually managing your billing process exposes your company to risks like forgetting, data entry errors, or late deliveries. Every minute spent manually sending an invoice is a minute lost on strategic tasks.

Main negative impacts:

  • Late payments: A late delivery leads to a late payment, directly impacting your cash flow.
  • High administrative burden: Repetitive processing of billing documents overwhelms your accounting and admin teams.
  • Risk of oversight: In the daily flow, an invoice can be overlooked, creating friction with clients and accounting complications.

Swiftask connects your AI agents to Fakturoid to orchestrate your invoice delivery. Set a schedule, and your agent ensures every invoice is delivered on time, to the right person.

BEFORE / AFTER

What changes with Swiftask

Current manual process

Your team checks contracts, generates the invoice in Fakturoid, downloads the file, writes the email, and sends it manually. If any step is missed, the payment is jeopardized.

Automation with Swiftask

Swiftask detects billing deadlines in Fakturoid, prepares the delivery according to your business rules, and delivers the invoice automatically. Your cash flow is secured effortlessly.

Set up your workflow in 4 steps

STEP 1 : Initialize in Swiftask

Create your dedicated billing agent. Define its access parameters to Fakturoid via secure API.

STEP 2 : Connect Fakturoid

Authenticate Swiftask with your Fakturoid account to enable document reading and delivery.

STEP 3 : Configure the schedule

Define delivery frequencies (monthly, quarterly) or triggers based on your invoice status.

STEP 4 : Activate the flow

Launch the automation. Your agent now manages the entire invoice delivery autonomously.

Fakturoid automation capabilities

The agent analyzes client data, invoice status, and due dates to optimize the timing of the delivery.

  • Target connector: The agent performs the right actions in fakturoid based on event context.
  • Automated actions: Scheduled invoice delivery, personalized cover messages, delivery confirmation tracking, alerts for delivery failures.
  • Native governance: All actions are logged in an audit trail to ensure accounting compliance.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-fakturoid@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 your billing?

1. Optimized cash flow

Invoices sent on time mean payments collected faster.

2. Total reliability

Eliminate the risk of human error and oversight in document delivery.

3. Operational time savings

Free your teams from repetitive tasks to focus on financial analysis.

4. Guaranteed compliance

Benefit from full traceability of every delivery made.

5. Simple scalability

Increase your billing volume without needing to hire more administrative staff.

Security and data integrity

Swiftask applies enterprise-grade security standards for your fakturoid automations.

  • Secure API: Encrypted communication between Swiftask and Fakturoid using industry standards.
  • Granular control: Precisely define your agent's access rights within your Fakturoid workspace.
  • Full logging: Every delivery is tracked to meet accounting audit requirements.
  • Privacy: Your client data remains private and processed only within the scope of the defined automation.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your efficiency

MetricBeforeAfter
Processing timeSeveral hours per monthMinutes of supervision
Average payment delayVariable and unpredictableReduced and stable
Delivery error rateHuman risk present0% (automated process)

Take action with fakturoid

Ensure compliance with your billing cycles and optimize your payment terms through reliable automation.

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