{"id":9634617819410,"title":"Visma eAccounting Make an API Call Integration","handle":"visma-eaccounting-make-an-api-call-integration","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eVisma eAccounting API 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 \u003c\/style\u003e\n\n\n \u003ch1\u003eStreamline Accounting with Visma eAccounting: Automate Invoices, Payments, and Reports\u003c\/h1\u003e\n\n \u003cp\u003eThe Visma eAccounting \"Make an API Call\" capability turns manual finance activities into automated, auditable workflows that integrate directly with your CRM, e-commerce, bank feeds, and point-of-sale systems. In practical terms, it lets your systems create invoices, post receipts, match payments, and produce reports automatically — without a person copying numbers between tools. For leaders focused on business efficiency, that means more predictable cash flow, fewer reconciliation surprises, and finance teams freed to focus on analysis instead of data entry.\u003c\/p\u003e\n\n \u003cp\u003eThis matters because finance touches virtually every part of the business. Missed invoices, delayed reconciliations, or inconsistent records are not just bookkeeping irritations — they create cash-flow risk, slow down decision-making, and generate unnecessary workload for staff. By exposing Visma eAccounting through managed integrations and layering AI integration and workflow automation on top, organizations can make finance processes proactive, resilient, and scalable.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a business level, the Visma eAccounting API acts like a shared language between finance and the rest of your technology stack. When an event happens — a sale, a supplier invoice, a refund, or a bank transaction — another system asks Visma to record it, translate codes (like VAT or account numbers), or return the current state of a ledger. Visma then confirms the change or provides the requested data. That steady conversation — create, update, confirm — is the backbone of automated finance operations.\u003c\/p\u003e\n\n \u003cp\u003eGood integrations do more than move data. They handle identity and access so only authorized systems and users can post transactions. They map fields consistently so customer names, invoice lines, and tax codes are recorded the same way every time. They enforce business rules such as approval thresholds, payment terms, and vendor validations, and they keep a clear audit trail so every automated action can be traced back to its origin. The result is a predictable flow of trustworthy financial information across CRM, payroll, e-commerce, and treasury systems.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI agents on top of Visma integrations elevates automation from \"move data\" to \"manage outcomes.\" Instead of simply synchronizing records, AI agents can interpret context, prioritize tasks, and make low-risk decisions autonomously. They reduce manual oversight while enabling faster, more consistent financial operations.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent routing: AI chatbots can answer vendor questions using payment and invoice context from Visma, or escalate only those queries that need human attention, reducing time spent on routine communications.\u003c\/li\u003e\n \u003cli\u003eAutomated exception handling: Workflow bots reconcile bank feeds against Visma invoices and only surface unmatched or suspicious items for review, cutting the number of exceptions humans must handle by orders of magnitude.\u003c\/li\u003e\n \u003cli\u003eAdaptive approvals: Agents learn which transactions historically required manual sign-off and which were safe to auto-approve, shrinking approval queues without relaxing controls.\u003c\/li\u003e\n \u003cli\u003ePredictive insights: AI-generated cash-flow forecasts and anomaly alerts combine historical Visma data with sales patterns to give finance teams early warnings and actionable scenarios.\u003c\/li\u003e\n \u003cli\u003eContextual assistants: An AI assistant can assemble a month-end pack — aging, accruals, and variance notes — by pulling live Visma data, drafting narrative explanations, and highlighting areas needing follow-up.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eAutomated invoicing from CRM: When a deal closes in the CRM, an AI workflow creates the invoice in Visma, applies correct tax and discounts, emails the customer, and updates the opportunity status — all while capturing an audit trail.\u003c\/li\u003e\n \u003cli\u003eReal-time reconciliation: Bank transactions stream into an automation layer that matches payments to Visma invoices, posts reconciliations automatically, and routes unclear items to a finance inbox with suggested matches.\u003c\/li\u003e\n \u003cli\u003eMobile expense processing: Employees snap receipts on their phones; an AI assistant extracts merchant, amount, and tax, codes the expense, and posts it to Visma. Flags for high-value or unusual spend go to managers for review.\u003c\/li\u003e\n \u003cli\u003ePoint-of-sale and e-commerce sync: Daily sales batches from stores or online platforms are consolidated and posted to Visma, keeping inventory, revenue, and VAT reporting aligned without manual interventions.\u003c\/li\u003e\n \u003cli\u003eScheduled reporting and insights: Custom reports — aging, profitability by client, or project margin — are generated automatically and delivered to stakeholders with AI-written summaries that explain key variances.\u003c\/li\u003e\n \u003cli\u003ePayment orchestration: Payable runs are assembled from Visma, approval workflows execute according to policy, and payment files are generated for the bank. When payments clear, Visma is updated automatically to close the loop.\u003c\/li\u003e\n \u003cli\u003eAudit-ready processes: Each automated action includes who or what initiated it and why, creating organized logs that simplify audits and demonstrate compliant processing to regulators.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003ePairing Visma eAccounting with intentional integration design and agentic automation delivers measurable outcomes across finance and operations. The benefits are practical, compounding, and directly tied to business efficiency and digital transformation goals.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automating repetitive tasks like invoice creation, posting receipts, and reconciliations frees finance staff to focus on analysis, forecasting, and process improvement.\u003c\/li\u003e\n \u003cli\u003eFewer errors: Consistent data mapping and automated validations reduce the human errors that cause late payments, reconciliation friction, and audit issues.\u003c\/li\u003e\n \u003cli\u003eFaster cash conversion: Quicker, more reliable invoicing and follow-up reduce days sales outstanding (DSO), improving working capital and liquidity.\u003c\/li\u003e\n \u003cli\u003eScalability: As transaction volume grows, automation scales without proportionate increases in headcount, keeping overhead predictable during growth phases.\u003c\/li\u003e\n \u003cli\u003eBetter collaboration: Shared, up-to-date financial data reduces chasing and email threads, enabling sales, operations, and finance to act from the same picture of performance.\u003c\/li\u003e\n \u003cli\u003eStronger controls: Automated approval paths, tax handling, and audit trails maintain compliance and reduce the risk of manual override or oversight.\u003c\/li\u003e\n \u003cli\u003eData-driven decisions: AI-produced forecasts and alerts surface trends and risks sooner, enabling proactive management rather than reactive firefighting.\u003c\/li\u003e\n \u003cli\u003eImproved employee experience: Removing routine work from finance roles increases job satisfaction and creates capacity for upskilling into strategic activities.\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 treats Visma eAccounting integration as a transformation program, not just a technical connection. The engagement starts with focused discovery: mapping current processes, identifying choke points, and prioritizing business outcomes like faster close, higher invoice accuracy, or reduced DSO. We translate those outcomes into practical automation patterns — which tasks to automate fully, where to keep people in the loop, and where AI agents can add judgment.\u003c\/p\u003e\n\n \u003cp\u003eOur team designs integrations that respect existing controls while removing friction. We build secure connections to Visma, configure rules for tax, account mapping, and approvals, and layer in AI agents for exception handling, intelligent routing, and report generation. Every automation is validated with realistic test data and runbooks so behavior is predictable under peak loads.\u003c\/p\u003e\n\n \u003cp\u003eChange management and workforce development are essential parts of the program. We produce role-based documentation, run hands-on training for finance and operations, and provide dashboards that show automation performance, accuracy, and ROI. Governance features like monitoring, alerting, and rollback controls keep stakeholders confident as automation scales. The outcome is a repeatable, auditable automation program that grows with the business and improves through continuous feedback.\u003c\/p\u003e\n\n \u003ch2\u003eFinal Overview\u003c\/h2\u003e\n \u003cp\u003eUnlocking Visma eAccounting through managed integration and AI-driven automation converts routine finance tasks into reliable, scalable processes. Beyond simple connectivity, AI agents add judgment, reduce exceptions, and surface the insights finance teams need to act faster. The combined effect is clearer cash positions, fewer errors, improved collaboration across teams, and more time for strategic work — all core elements of successful digital transformation and sustained business efficiency.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-06-26T06:40:04-05:00","created_at":"2024-06-26T06:40:05-05:00","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":49727502352658,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Visma eAccounting Make an API Call 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_f08d8610-ea00-4923-a647-e310f354b662.png?v=1719402005"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_f08d8610-ea00-4923-a647-e310f354b662.png?v=1719402005","options":["Title"],"media":[{"alt":"Visma eAccounting Logo","id":39920769532178,"position":1,"preview_image":{"aspect_ratio":4.099,"height":111,"width":455,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_f08d8610-ea00-4923-a647-e310f354b662.png?v=1719402005"},"aspect_ratio":4.099,"height":111,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_f08d8610-ea00-4923-a647-e310f354b662.png?v=1719402005","width":455}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eVisma eAccounting API 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 \u003c\/style\u003e\n\n\n \u003ch1\u003eStreamline Accounting with Visma eAccounting: Automate Invoices, Payments, and Reports\u003c\/h1\u003e\n\n \u003cp\u003eThe Visma eAccounting \"Make an API Call\" capability turns manual finance activities into automated, auditable workflows that integrate directly with your CRM, e-commerce, bank feeds, and point-of-sale systems. In practical terms, it lets your systems create invoices, post receipts, match payments, and produce reports automatically — without a person copying numbers between tools. For leaders focused on business efficiency, that means more predictable cash flow, fewer reconciliation surprises, and finance teams freed to focus on analysis instead of data entry.\u003c\/p\u003e\n\n \u003cp\u003eThis matters because finance touches virtually every part of the business. Missed invoices, delayed reconciliations, or inconsistent records are not just bookkeeping irritations — they create cash-flow risk, slow down decision-making, and generate unnecessary workload for staff. By exposing Visma eAccounting through managed integrations and layering AI integration and workflow automation on top, organizations can make finance processes proactive, resilient, and scalable.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a business level, the Visma eAccounting API acts like a shared language between finance and the rest of your technology stack. When an event happens — a sale, a supplier invoice, a refund, or a bank transaction — another system asks Visma to record it, translate codes (like VAT or account numbers), or return the current state of a ledger. Visma then confirms the change or provides the requested data. That steady conversation — create, update, confirm — is the backbone of automated finance operations.\u003c\/p\u003e\n\n \u003cp\u003eGood integrations do more than move data. They handle identity and access so only authorized systems and users can post transactions. They map fields consistently so customer names, invoice lines, and tax codes are recorded the same way every time. They enforce business rules such as approval thresholds, payment terms, and vendor validations, and they keep a clear audit trail so every automated action can be traced back to its origin. The result is a predictable flow of trustworthy financial information across CRM, payroll, e-commerce, and treasury systems.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAdding AI agents on top of Visma integrations elevates automation from \"move data\" to \"manage outcomes.\" Instead of simply synchronizing records, AI agents can interpret context, prioritize tasks, and make low-risk decisions autonomously. They reduce manual oversight while enabling faster, more consistent financial operations.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent routing: AI chatbots can answer vendor questions using payment and invoice context from Visma, or escalate only those queries that need human attention, reducing time spent on routine communications.\u003c\/li\u003e\n \u003cli\u003eAutomated exception handling: Workflow bots reconcile bank feeds against Visma invoices and only surface unmatched or suspicious items for review, cutting the number of exceptions humans must handle by orders of magnitude.\u003c\/li\u003e\n \u003cli\u003eAdaptive approvals: Agents learn which transactions historically required manual sign-off and which were safe to auto-approve, shrinking approval queues without relaxing controls.\u003c\/li\u003e\n \u003cli\u003ePredictive insights: AI-generated cash-flow forecasts and anomaly alerts combine historical Visma data with sales patterns to give finance teams early warnings and actionable scenarios.\u003c\/li\u003e\n \u003cli\u003eContextual assistants: An AI assistant can assemble a month-end pack — aging, accruals, and variance notes — by pulling live Visma data, drafting narrative explanations, and highlighting areas needing follow-up.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eAutomated invoicing from CRM: When a deal closes in the CRM, an AI workflow creates the invoice in Visma, applies correct tax and discounts, emails the customer, and updates the opportunity status — all while capturing an audit trail.\u003c\/li\u003e\n \u003cli\u003eReal-time reconciliation: Bank transactions stream into an automation layer that matches payments to Visma invoices, posts reconciliations automatically, and routes unclear items to a finance inbox with suggested matches.\u003c\/li\u003e\n \u003cli\u003eMobile expense processing: Employees snap receipts on their phones; an AI assistant extracts merchant, amount, and tax, codes the expense, and posts it to Visma. Flags for high-value or unusual spend go to managers for review.\u003c\/li\u003e\n \u003cli\u003ePoint-of-sale and e-commerce sync: Daily sales batches from stores or online platforms are consolidated and posted to Visma, keeping inventory, revenue, and VAT reporting aligned without manual interventions.\u003c\/li\u003e\n \u003cli\u003eScheduled reporting and insights: Custom reports — aging, profitability by client, or project margin — are generated automatically and delivered to stakeholders with AI-written summaries that explain key variances.\u003c\/li\u003e\n \u003cli\u003ePayment orchestration: Payable runs are assembled from Visma, approval workflows execute according to policy, and payment files are generated for the bank. When payments clear, Visma is updated automatically to close the loop.\u003c\/li\u003e\n \u003cli\u003eAudit-ready processes: Each automated action includes who or what initiated it and why, creating organized logs that simplify audits and demonstrate compliant processing to regulators.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003ePairing Visma eAccounting with intentional integration design and agentic automation delivers measurable outcomes across finance and operations. The benefits are practical, compounding, and directly tied to business efficiency and digital transformation goals.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automating repetitive tasks like invoice creation, posting receipts, and reconciliations frees finance staff to focus on analysis, forecasting, and process improvement.\u003c\/li\u003e\n \u003cli\u003eFewer errors: Consistent data mapping and automated validations reduce the human errors that cause late payments, reconciliation friction, and audit issues.\u003c\/li\u003e\n \u003cli\u003eFaster cash conversion: Quicker, more reliable invoicing and follow-up reduce days sales outstanding (DSO), improving working capital and liquidity.\u003c\/li\u003e\n \u003cli\u003eScalability: As transaction volume grows, automation scales without proportionate increases in headcount, keeping overhead predictable during growth phases.\u003c\/li\u003e\n \u003cli\u003eBetter collaboration: Shared, up-to-date financial data reduces chasing and email threads, enabling sales, operations, and finance to act from the same picture of performance.\u003c\/li\u003e\n \u003cli\u003eStronger controls: Automated approval paths, tax handling, and audit trails maintain compliance and reduce the risk of manual override or oversight.\u003c\/li\u003e\n \u003cli\u003eData-driven decisions: AI-produced forecasts and alerts surface trends and risks sooner, enabling proactive management rather than reactive firefighting.\u003c\/li\u003e\n \u003cli\u003eImproved employee experience: Removing routine work from finance roles increases job satisfaction and creates capacity for upskilling into strategic activities.\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 treats Visma eAccounting integration as a transformation program, not just a technical connection. The engagement starts with focused discovery: mapping current processes, identifying choke points, and prioritizing business outcomes like faster close, higher invoice accuracy, or reduced DSO. We translate those outcomes into practical automation patterns — which tasks to automate fully, where to keep people in the loop, and where AI agents can add judgment.\u003c\/p\u003e\n\n \u003cp\u003eOur team designs integrations that respect existing controls while removing friction. We build secure connections to Visma, configure rules for tax, account mapping, and approvals, and layer in AI agents for exception handling, intelligent routing, and report generation. Every automation is validated with realistic test data and runbooks so behavior is predictable under peak loads.\u003c\/p\u003e\n\n \u003cp\u003eChange management and workforce development are essential parts of the program. We produce role-based documentation, run hands-on training for finance and operations, and provide dashboards that show automation performance, accuracy, and ROI. Governance features like monitoring, alerting, and rollback controls keep stakeholders confident as automation scales. The outcome is a repeatable, auditable automation program that grows with the business and improves through continuous feedback.\u003c\/p\u003e\n\n \u003ch2\u003eFinal Overview\u003c\/h2\u003e\n \u003cp\u003eUnlocking Visma eAccounting through managed integration and AI-driven automation converts routine finance tasks into reliable, scalable processes. Beyond simple connectivity, AI agents add judgment, reduce exceptions, and surface the insights finance teams need to act faster. The combined effect is clearer cash positions, fewer errors, improved collaboration across teams, and more time for strategic work — all core elements of successful digital transformation and sustained business efficiency.\u003c\/p\u003e\n\n\u003c\/body\u003e"}