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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.

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

STEP 1 : Connector configuration

Connect your Expedy account to Swiftask in a few clicks via our secure interface.

STEP 2 : Trigger definition

Choose the event that triggers invoicing: project completion, online purchase, or quote validation.

STEP 3 : Data mapping

Automatically map your source data fields to Expedy invoicing fields.

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

1. Faster payments

Invoice instantly after service delivery to reduce your DSO.

2. Total accuracy

Eliminate human error through automatic data synchronization.

3. Productivity gains

Free your team from repetitive accounting data entry.

4. 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

MetricBeforeAfter
Processing time10-15 min per invoiceLess than 5 seconds
Error rate5-10%0%

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Speed up your cash flow and eliminate manual accounting errors.

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