SmartAccounts
Sales invoices, clients and reports with signature generation on every call. Pairs well with CRM-to-accounting automations.
create sales invoicelist clientsfetch reports
Work with SmartAccounts from your flows: create documents, read clients and pull reports. Our proxy generates the per-request signatures SmartAccounts requires.
Use cases
- Pipedrive won deal turns into a sales invoice
- Month-end reports pulled into Excel automatically
- New CRM clients synced to SmartAccounts
What you get
- Create sales invoice
- List clients
- Create client
- Fetch reports
- List products
- Payment status
Requirements: SmartAccounts account with API keys (public and secret key).
We reply within one business day.
Request a demo
Tell us a little about your organisation and we will show SmartAccounts live in your own context.
hello@westlume.com