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AutomationPayment → bookkeeping

Bundling paid orders for the books with AI

Paid orders are bundled daily for the books (Visma, Basecone, AFAS or Exact), ready to book.

Payment → bookkeeping is ready-made automation in Altramano for webshop and payments: paid orders are bundled daily for the books (Visma, Basecone, AFAS or Exact), ready to book.

It works with Microsoft Outlook.

Ready-made automation · department Webshop and payments

What it does

Every morning this automation collects the orders that were set to Paid yesterday and mails a booking list to administration. Choose your accounting package while setting up (Visma, Basecone, AFAS or Exact); that package's integration is ready for the step you add yourself to book them straight away.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does bundling paid orders for the books work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Every morning this automation collects the orders that were set to Paid yesterday and mails a booking list to administration. Choose your accounting package while setting up (Visma, Basecone, AFAS or Exact); that package's integration is ready for the step you add yourself to book them straight away.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For webshop and payments: orders into the books and the planning, payments matched to invoices, stock in view. Those hours go into your range and your customers, instead of into hunting down orders and payments.

This department comes into play in wholesale and retail and webshops.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Payment → bookkeeping?

Microsoft Outlook and a Altramano environment.

Which department is Payment → bookkeeping for?

Webshop and payments, in industries such as wholesale and retail and webshops.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

More for webshop and payments

SjabloonSoortWhat it does
Daily revenueautomationEvery morning, yesterday's revenue from your orders table: the count, the amount, the top products.
Product textsAI agentAn assistant that writes product texts: a title, a short and a long description, the benefits, the specifications.
Returns policyAI agentAn assistant that answers questions about returns, exchanges and warranty according to your own terms.
All 9 templates for webshop and payments

Templates are updated in your Altramano environment.

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