{"id":9634608677138,"title":"Visma eAccounting Get a Draft Invoice Integration","handle":"visma-eaccounting-get-a-draft-invoice-integration","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eVisma Draft Invoice Automation | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Draft Invoices into Predictable Cash Flow with Automation for Visma eAccounting\u003c\/h1\u003e\n\n \u003cp\u003eThe Visma eAccounting \"Get a Draft Invoice\" capability lets businesses surface invoices that have been started but not yet finalized. Instead of relying on manual searches through a web interface, teams can programmatically retrieve draft invoice details — line items, taxes, customer information, dates, notes, and attached files — and use that data to drive smarter, automated workflows across billing, collections, sales, and finance.\u003c\/p\u003e\n \u003cp\u003eThis visibility is important because the window between creating and finalizing an invoice is where delays, errors, and customer questions most often appear. When drafts are treated as active signals rather than static documents, they become a control point for improving accuracy, accelerating approvals, and reducing the friction that slows cash collection. That shift is at the heart of digital transformation and business efficiency in modern finance teams.\u003c\/p\u003e\n \u003cp\u003eConnecting draft invoice access to broader systems — CRMs, ERP modules, collections platforms, and AI agents — turns passive billing drafts into a source of automation and insight. The result: fewer surprises at month-end, faster conversion from quote to cash, and a more predictable revenue rhythm that helps leaders plan with confidence.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eIn practical, non-technical terms, this feature makes draft invoices discoverable and usable across your tech stack. Systems can check the current state of a draft, see every line item and tax rule, read notes from sales or service teams, and learn whether attachments or approvals are missing. That context becomes the basis for automated rules and human-in-the-loop decisions.\u003c\/p\u003e\n \u003cp\u003eTypical flows look like this: a draft is created in Visma eAccounting from a sales quote or a manual entry; an automation checks the draft for completeness and business rules; if everything is in order, the draft is moved to approval or automatically finalized; if exceptions are detected, the system routes the draft to a person with a prioritized summary and the exact remediation steps. Dashboards update in real time so finance, sales, and customer service teams see the billing pipeline at a glance.\u003c\/p\u003e\n \u003cp\u003eBecause drafts are accessible programmatically, they can be synchronized with CRM records, matched to delivery confirmations, and enriched with customer data. That synchronization prevents duplicated work, removes manual reconciliation tasks, and ensures that invoices sent to customers are accurate the first time.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI integration and agentic automation transforms draft invoice visibility into intelligent action. AI-powered agents act like trusted assistants: they read drafts, interpret context, apply rules, and coordinate across systems. They handle the routine and surface only the exceptions that require human judgment. This reduces cognitive load on teams and speeds up the billing lifecycle.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent triage: AI agents evaluate each draft for completeness, unusual line items, or regulatory risk, then prioritize work so teams handle the most impactful issues first.\u003c\/li\u003e\n \u003cli\u003eAutomated enrichment: Workflow bots pull missing customer details, tax codes, or contract references from your CRM or contract repository and attach them to drafts to reduce back-and-forth.\u003c\/li\u003e\n \u003cli\u003eContext-aware reminders: Agents track draft age and business SLA thresholds, sending reminders or escalating drafts that linger past set limits to prevent revenue leakage.\u003c\/li\u003e\n \u003cli\u003eConversational assistance: Chatbots let internal users or customers ask about a draft’s status, request modifications, or initiate approvals using natural language — with changes reflected back into the draft for quick review.\u003c\/li\u003e\n \u003cli\u003ePredictive prioritization: Machine learning models learn which drafts are likely to turn into disputes or delayed payments and flag those for early intervention by collections or account management teams.\u003c\/li\u003e\n \u003cli\u003eAutomated reconciliation: Agents compare draft invoices to delivery records, timesheets, or project milestones to verify accuracy before finalization, reducing the frequency of reissued invoices.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003ePreflight validation for billing teams:\u003c\/strong\u003e A finance assistant scans every draft for required fields, correct VAT treatment, and line-item pricing rules. The assistant marks drafts ready to send or lists exact fixes, cutting invoice disputes by a measurable percentage.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eSales-to-billing synchronization:\u003c\/strong\u003e When a salesperson converts a quote in the CRM, a background bot compares the quote to a Visma draft and auto-corrects mismatches or prompts the rep for quick approval. Sales and finance stay aligned without manual reconciliation.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eCollections readiness:\u003c\/strong\u003e Collections teams receive dashboards that surface drafts near finalization so they can secure payment commitments proactively, reducing days sales outstanding (DSO).\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eApproval routing for high-value invoices:\u003c\/strong\u003e An agent routes drafts above configured thresholds to the right approver with a condensed summary and attached back-up documents, speeding approvals from days to hours.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eForecasting and revenue modeling:\u003c\/strong\u003e Analysts pull draft-level data into financial models to see potential billing that hasn’t landed yet, improving cash flow forecasting and scenario planning.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eCustomer self-service via chatbots:\u003c\/strong\u003e Customers ask a bot about a pending invoice; the bot checks the draft, explains outstanding items in plain language, and captures suggested edits that populate back into the draft for a human to accept or reject.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eIntegrating draft invoice data with workflow automation and AI agents yields measurable gains across speed, accuracy, and team productivity. These benefits translate directly to healthier cash flow, fewer customer disputes, and a more scalable finance operation.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eTime saved:\u003c\/strong\u003e Automations and agents remove repetitive checks and data lookups. Finance teams reclaim hours each week previously spent searching for drafts or reconciling records.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eFewer errors:\u003c\/strong\u003e Pre-validation prevents common mistakes—missing tax codes, incorrect pricing, or absent customer references—leading to fewer reissued invoices and less dispute resolution time.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eImproved cash flow:\u003c\/strong\u003e Faster finalization and proactive collections outreach reduce DSO, making revenue timing more predictable and improving working capital management.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eScalability:\u003c\/strong\u003e As invoice volumes grow, automated agents handle routine work without linear increases in headcount, enabling finance to scale efficiently while controlling costs.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eBetter cross-team collaboration:\u003c\/strong\u003e Shared dashboards and conversational agents create a single source of truth for invoice status, reducing email threads and ad hoc messages between sales, finance, and support.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eGovernance and compliance:\u003c\/strong\u003e Automated audit trails, standardized validation, and consistent approval workflows simplify regulatory compliance and internal controls.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eEmployee experience:\u003c\/strong\u003e Removing tedious tasks from skilled staff frees them to focus on analysis, customer relationships, and strategic initiatives, improving retention and job satisfaction.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box brings a business-first approach to Visma draft invoice automation, combining practical process design with AI integration and workflow automation experience. We begin by mapping your current invoicing process to pinpoint where drafts stall, which errors repeat, and where manual effort is concentrated.\u003c\/p\u003e\n \u003cp\u003eFrom that discovery we prototype high-impact automations — for example, preflight validation, approval routing, and CRM synchronization — and build lightweight AI agent behaviors that perform intelligent triage, enrichment, and conversational support. Prototypes are validated with end users, refined, and scaled across the organization in staged releases to reduce risk and accelerate adoption.\u003c\/p\u003e\n \u003cp\u003eImplementation includes system integration (so drafts flow to the right places), training models on your business rules and data, and operationalizing agents with monitoring and governance. We also focus on workforce development: helping teams trust AI agents through training, clear escalation paths, and performance dashboards so humans and machines collaborate effectively.\u003c\/p\u003e\n\n \u003ch2\u003eFinal Takeaway\u003c\/h2\u003e\n \u003cp\u003eMaking draft invoices visible and actionable is a simple technical capability with outsized business impact. By connecting Visma eAccounting draft data to workflow automation and AI agents, organizations reduce errors, speed approvals, and improve cash flow predictability. The outcome is a leaner billing lifecycle, stronger collaboration between sales and finance, and a measurable lift in business efficiency that supports broader digital transformation goals.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-06-26T06:37:31-05:00","created_at":"2024-06-26T06:37:31-05:00","vendor":"Visma eAccounting","type":"Integration","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":49727463129362,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Visma eAccounting Get a Draft Invoice Integration","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_f6a86933-ff45-411f-80bf-7c8d754a5d21.png?v=1719401851"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_f6a86933-ff45-411f-80bf-7c8d754a5d21.png?v=1719401851","options":["Title"],"media":[{"alt":"Visma eAccounting Logo","id":39920741122322,"position":1,"preview_image":{"aspect_ratio":4.099,"height":111,"width":455,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_f6a86933-ff45-411f-80bf-7c8d754a5d21.png?v=1719401851"},"aspect_ratio":4.099,"height":111,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_f6a86933-ff45-411f-80bf-7c8d754a5d21.png?v=1719401851","width":455}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eVisma Draft Invoice Automation | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Draft Invoices into Predictable Cash Flow with Automation for Visma eAccounting\u003c\/h1\u003e\n\n \u003cp\u003eThe Visma eAccounting \"Get a Draft Invoice\" capability lets businesses surface invoices that have been started but not yet finalized. Instead of relying on manual searches through a web interface, teams can programmatically retrieve draft invoice details — line items, taxes, customer information, dates, notes, and attached files — and use that data to drive smarter, automated workflows across billing, collections, sales, and finance.\u003c\/p\u003e\n \u003cp\u003eThis visibility is important because the window between creating and finalizing an invoice is where delays, errors, and customer questions most often appear. When drafts are treated as active signals rather than static documents, they become a control point for improving accuracy, accelerating approvals, and reducing the friction that slows cash collection. That shift is at the heart of digital transformation and business efficiency in modern finance teams.\u003c\/p\u003e\n \u003cp\u003eConnecting draft invoice access to broader systems — CRMs, ERP modules, collections platforms, and AI agents — turns passive billing drafts into a source of automation and insight. The result: fewer surprises at month-end, faster conversion from quote to cash, and a more predictable revenue rhythm that helps leaders plan with confidence.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eIn practical, non-technical terms, this feature makes draft invoices discoverable and usable across your tech stack. Systems can check the current state of a draft, see every line item and tax rule, read notes from sales or service teams, and learn whether attachments or approvals are missing. That context becomes the basis for automated rules and human-in-the-loop decisions.\u003c\/p\u003e\n \u003cp\u003eTypical flows look like this: a draft is created in Visma eAccounting from a sales quote or a manual entry; an automation checks the draft for completeness and business rules; if everything is in order, the draft is moved to approval or automatically finalized; if exceptions are detected, the system routes the draft to a person with a prioritized summary and the exact remediation steps. Dashboards update in real time so finance, sales, and customer service teams see the billing pipeline at a glance.\u003c\/p\u003e\n \u003cp\u003eBecause drafts are accessible programmatically, they can be synchronized with CRM records, matched to delivery confirmations, and enriched with customer data. That synchronization prevents duplicated work, removes manual reconciliation tasks, and ensures that invoices sent to customers are accurate the first time.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI integration and agentic automation transforms draft invoice visibility into intelligent action. AI-powered agents act like trusted assistants: they read drafts, interpret context, apply rules, and coordinate across systems. They handle the routine and surface only the exceptions that require human judgment. This reduces cognitive load on teams and speeds up the billing lifecycle.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent triage: AI agents evaluate each draft for completeness, unusual line items, or regulatory risk, then prioritize work so teams handle the most impactful issues first.\u003c\/li\u003e\n \u003cli\u003eAutomated enrichment: Workflow bots pull missing customer details, tax codes, or contract references from your CRM or contract repository and attach them to drafts to reduce back-and-forth.\u003c\/li\u003e\n \u003cli\u003eContext-aware reminders: Agents track draft age and business SLA thresholds, sending reminders or escalating drafts that linger past set limits to prevent revenue leakage.\u003c\/li\u003e\n \u003cli\u003eConversational assistance: Chatbots let internal users or customers ask about a draft’s status, request modifications, or initiate approvals using natural language — with changes reflected back into the draft for quick review.\u003c\/li\u003e\n \u003cli\u003ePredictive prioritization: Machine learning models learn which drafts are likely to turn into disputes or delayed payments and flag those for early intervention by collections or account management teams.\u003c\/li\u003e\n \u003cli\u003eAutomated reconciliation: Agents compare draft invoices to delivery records, timesheets, or project milestones to verify accuracy before finalization, reducing the frequency of reissued invoices.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003ePreflight validation for billing teams:\u003c\/strong\u003e A finance assistant scans every draft for required fields, correct VAT treatment, and line-item pricing rules. The assistant marks drafts ready to send or lists exact fixes, cutting invoice disputes by a measurable percentage.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eSales-to-billing synchronization:\u003c\/strong\u003e When a salesperson converts a quote in the CRM, a background bot compares the quote to a Visma draft and auto-corrects mismatches or prompts the rep for quick approval. Sales and finance stay aligned without manual reconciliation.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eCollections readiness:\u003c\/strong\u003e Collections teams receive dashboards that surface drafts near finalization so they can secure payment commitments proactively, reducing days sales outstanding (DSO).\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eApproval routing for high-value invoices:\u003c\/strong\u003e An agent routes drafts above configured thresholds to the right approver with a condensed summary and attached back-up documents, speeding approvals from days to hours.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eForecasting and revenue modeling:\u003c\/strong\u003e Analysts pull draft-level data into financial models to see potential billing that hasn’t landed yet, improving cash flow forecasting and scenario planning.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eCustomer self-service via chatbots:\u003c\/strong\u003e Customers ask a bot about a pending invoice; the bot checks the draft, explains outstanding items in plain language, and captures suggested edits that populate back into the draft for a human to accept or reject.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eIntegrating draft invoice data with workflow automation and AI agents yields measurable gains across speed, accuracy, and team productivity. These benefits translate directly to healthier cash flow, fewer customer disputes, and a more scalable finance operation.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eTime saved:\u003c\/strong\u003e Automations and agents remove repetitive checks and data lookups. Finance teams reclaim hours each week previously spent searching for drafts or reconciling records.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eFewer errors:\u003c\/strong\u003e Pre-validation prevents common mistakes—missing tax codes, incorrect pricing, or absent customer references—leading to fewer reissued invoices and less dispute resolution time.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eImproved cash flow:\u003c\/strong\u003e Faster finalization and proactive collections outreach reduce DSO, making revenue timing more predictable and improving working capital management.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eScalability:\u003c\/strong\u003e As invoice volumes grow, automated agents handle routine work without linear increases in headcount, enabling finance to scale efficiently while controlling costs.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eBetter cross-team collaboration:\u003c\/strong\u003e Shared dashboards and conversational agents create a single source of truth for invoice status, reducing email threads and ad hoc messages between sales, finance, and support.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eGovernance and compliance:\u003c\/strong\u003e Automated audit trails, standardized validation, and consistent approval workflows simplify regulatory compliance and internal controls.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eEmployee experience:\u003c\/strong\u003e Removing tedious tasks from skilled staff frees them to focus on analysis, customer relationships, and strategic initiatives, improving retention and job satisfaction.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box brings a business-first approach to Visma draft invoice automation, combining practical process design with AI integration and workflow automation experience. We begin by mapping your current invoicing process to pinpoint where drafts stall, which errors repeat, and where manual effort is concentrated.\u003c\/p\u003e\n \u003cp\u003eFrom that discovery we prototype high-impact automations — for example, preflight validation, approval routing, and CRM synchronization — and build lightweight AI agent behaviors that perform intelligent triage, enrichment, and conversational support. Prototypes are validated with end users, refined, and scaled across the organization in staged releases to reduce risk and accelerate adoption.\u003c\/p\u003e\n \u003cp\u003eImplementation includes system integration (so drafts flow to the right places), training models on your business rules and data, and operationalizing agents with monitoring and governance. We also focus on workforce development: helping teams trust AI agents through training, clear escalation paths, and performance dashboards so humans and machines collaborate effectively.\u003c\/p\u003e\n\n \u003ch2\u003eFinal Takeaway\u003c\/h2\u003e\n \u003cp\u003eMaking draft invoices visible and actionable is a simple technical capability with outsized business impact. By connecting Visma eAccounting draft data to workflow automation and AI agents, organizations reduce errors, speed approvals, and improve cash flow predictability. The outcome is a leaner billing lifecycle, stronger collaboration between sales and finance, and a measurable lift in business efficiency that supports broader digital transformation goals.\u003c\/p\u003e\n\n\u003c\/body\u003e"}