{"id":9634620768530,"title":"Visma eAccounting Search Customers Integration","handle":"visma-eaccounting-search-customers-integration","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eVisma eAccounting Search Customers | 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\u003eUnlock Faster Customer Workflows with Visma eAccounting Search and AI Integration\u003c\/h1\u003e\n\n \u003cp\u003e\n The Visma eAccounting Search Customers capability turns a routine, time-consuming task—finding and verifying customer records—into a fast, reliable step in daily operations. Instead of manually browsing lists or clicking through profiles, teams can retrieve structured customer data using simple criteria and immediately act on a clear, consistent record. That clarity matters: accurate customer data reduces billing errors, accelerates support responses, and keeps sales and marketing working from the same page.\n \u003c\/p\u003e\n \u003cp\u003e\n When you pair this searchable, structured data with AI integration and workflow automation, you move from reactive lookups to proactive, coordinated processes. AI agents enrich results, handle exceptions, and initiate next steps automatically, so customer-facing teams focus on relationship-building and strategic tasks. For leaders driving digital transformation and business efficiency, this combination delivers faster service, cleaner data, and predictable outcomes.\n \u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003e\n In plain terms, the Search Customers capability lets you query your customer database using business-friendly criteria—customer name, company number, tags, registration date, or custom attributes—and returns a structured profile. That profile typically includes contact details, billing and delivery addresses, open invoices, payment terms, and any custom fields you rely on.\n \u003c\/p\u003e\n \u003cp\u003e\n The practical workflow is simple and predictable:\n \u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eDefine the search criteria relevant to the task: a name, identifier, region, purchase history, or internal tag.\u003c\/li\u003e\n \u003cli\u003eRun the search to retrieve a small, precise set of customer records instead of manually scanning files.\u003c\/li\u003e\n \u003cli\u003eUse the returned fields to populate CRMs, billing systems, or support tools; trigger downstream workflows such as collections, onboarding, or marketing segmentation.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003cp\u003e\n Because results come back as structured data, mapping those fields into other systems is straightforward. That reduces manual entry and makes synchronization across finance, sales, and support reliable—so one authoritative customer record powers every team’s actions.\n \u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003e\n Adding AI and agentic automation transforms search from a passive tool into an active part of your operating model. AI agents interpret ambiguous inputs, enrich records with inferred or external data, identify duplicates, and take pre-defined actions when certain conditions appear. Rather than a human copying fields and creating tasks, an intelligent agent can summarize findings, prioritize follow-ups, and orchestrate multi-step processes across systems.\n \u003c\/p\u003e\n\n \u003cul\u003e\n \u003cli\u003eIntelligent chat assistants that run contextual customer searches during calls and surface one-line summaries—outstanding invoices, recent orders, and critical notes—so agents respond with confidence.\u003c\/li\u003e\n \u003cli\u003eData-cleaning agents that detect and merge duplicate customer profiles, preserving histories and preventing fragmented accounts that hurt reporting and collections.\u003c\/li\u003e\n \u003cli\u003eSegmentation bots that automatically tag customers for marketing or sales based on recent purchases, location, or custom attributes, enabling targeted campaigns without manual lists.\u003c\/li\u003e\n \u003cli\u003eOrchestration agents that initiate collections, create support tickets, or schedule onboarding steps when search results show specific triggers—like overdue balances or missing compliance documents.\u003c\/li\u003e\n \u003cli\u003eContinuous learning agents that analyze search patterns, recommend new fields to index, and surface opportunities—such as accounts at risk or high-potential upsell segments—so your automation improves over time.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n Customer support: During a support call, a virtual assistant queries customer records and presents a concise summary: account age, last invoice status, open tickets, and recent notes. The agent suggests the next best actions for the support rep, slashing average handle times and improving first-call resolution.\n \u003c\/li\u003e\n \u003cli\u003e\n Billing reconciliation: A nightly automation searches for customers with payments recorded in the bank but no matching invoice status. It flags mismatches, creates exception tasks for finance, and appends the relevant payment evidence to the customer record—cutting reconciliation cycles from days to hours.\n \u003c\/li\u003e\n \u003cli\u003e\n Sales preparation: Before outreach, a workflow pulls the latest customer profile, recent purchases, outstanding proposals, and credit status into the sales dashboard. Sales reps enter conversations with context, increasing conversion rates and shortening sales cycles.\n \u003c\/li\u003e\n \u003cli\u003e\n Targeted campaigns: Marketing triggers a search for customers who bought Product A in the last six months and live in specific regions. An automation tags that segment and syncs it to the campaign tool, enabling personalized offers without manual audience building.\n \u003c\/li\u003e\n \u003cli\u003e\n Compliance and audit: Audit teams run filtered searches for customers created during a specific period or with particular tax statuses and export results along with timestamps and change logs. This automates evidence gathering and reduces audit prep time dramatically.\n \u003c\/li\u003e\n \u003cli\u003e\n Onboarding and duplicate prevention: When a new customer signs up, an agent searches for potential matches across historical records, alerts staff to likely duplicates, fills missing mandatory fields, and schedules the appropriate welcome and billing setup tasks—reducing friction and preventing fragmented accounts.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003e\n Search-driven workflows augmented with AI agents deliver measurable impact across cost, speed, and quality. They replace manual, error-prone steps with reliable, repeatable automation that scales with volume and complexity.\n \u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n Faster response times: Customer lookups that take seconds instead of minutes lower call handling time and boost customer satisfaction.\n \u003c\/li\u003e\n \u003cli\u003e\n Fewer errors and less rework: Automated field mapping and deduplication reduce billing mistakes, lost invoices, and misrouted communications that cost time and revenue.\n \u003c\/li\u003e\n \u003cli\u003e\n Consistent cross-team views: A single authoritative customer record across sales, support, and finance removes friction and accelerates decision-making.\n \u003c\/li\u003e\n \u003cli\u003e\n Scalable operations: As customer volume grows, search-driven workflows and AI agents maintain throughput without linear increases in headcount.\n \u003c\/li\u003e\n \u003cli\u003e\n Higher-value work: Teams spend less time on routine lookups and more on customer strategy, upselling, and improving experiences that drive retention and growth.\n \u003c\/li\u003e\n \u003cli\u003e\n Proactive revenue protection: Agents surface at-risk accounts, overdue balances, and cross-sell opportunities—turning reactive work into proactive revenue and retention efforts.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003e\n Consultants In-A-Box treats the Visma eAccounting Search Customers capability as a strategic lever, not just a technical feature. We begin with the business processes that depend on customer data—support workflows, billing reconciliation, sales plays, and marketing segmentation—and identify where search can remove manual handoffs and reduce data drift. Our approach combines system integration, AI agent design, and practical change management so automation drives real business outcomes.\n \u003c\/p\u003e\n \u003cp\u003e\n Typical engagements include:\n \u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n Workflow design: Map current processes, highlight friction points, and define where automated searches should trigger actions or alerts.\n \u003c\/li\u003e\n \u003cli\u003e\n AI agent construction: Build lightweight agents to enrich results, merge duplicates, create tasks, and orchestrate end-to-end flows across Visma, CRMs, and support tools.\n \u003c\/li\u003e\n \u003cli\u003e\n Data mapping and synchronization: Align fields across systems so one authoritative record powers sales, billing, and support without manual reconciliation.\n \u003c\/li\u003e\n \u003cli\u003e\n Testing and monitoring: Validate logic with real datasets, simulate edge cases, and implement monitoring to catch exceptions before they affect customers.\n \u003c\/li\u003e\n \u003cli\u003e\n Workforce development: Train teams on new workflows, provide playbooks that explain automation behaviors, and reduce resistance by making outcomes transparent and predictable.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eFinal Thoughts\u003c\/h2\u003e\n \u003cp\u003e\n Visma eAccounting's Search Customers feature becomes far more powerful when it’s part of an integrated automation strategy. By pairing structured search with AI agents and workflow automation, organizations reduce manual work, improve data quality, and enable teams to act faster and more confidently. The result is a more efficient, scalable operation where routine tasks are automated, exceptions are managed intelligently, and people are freed to focus on work that grows the business.\n \u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-06-26T06:41:01-05:00","created_at":"2024-06-26T06:41:02-05:00","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":49727520440594,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Visma eAccounting Search Customers 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_f6d3117a-ad56-41ff-abaf-d44aedce47b7.png?v=1719402062"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_f6d3117a-ad56-41ff-abaf-d44aedce47b7.png?v=1719402062","options":["Title"],"media":[{"alt":"Visma eAccounting Logo","id":39920780411154,"position":1,"preview_image":{"aspect_ratio":4.099,"height":111,"width":455,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_f6d3117a-ad56-41ff-abaf-d44aedce47b7.png?v=1719402062"},"aspect_ratio":4.099,"height":111,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/d5db9079f06cdf1db5f93106612af672_f6d3117a-ad56-41ff-abaf-d44aedce47b7.png?v=1719402062","width":455}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eVisma eAccounting Search Customers | 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\u003eUnlock Faster Customer Workflows with Visma eAccounting Search and AI Integration\u003c\/h1\u003e\n\n \u003cp\u003e\n The Visma eAccounting Search Customers capability turns a routine, time-consuming task—finding and verifying customer records—into a fast, reliable step in daily operations. Instead of manually browsing lists or clicking through profiles, teams can retrieve structured customer data using simple criteria and immediately act on a clear, consistent record. That clarity matters: accurate customer data reduces billing errors, accelerates support responses, and keeps sales and marketing working from the same page.\n \u003c\/p\u003e\n \u003cp\u003e\n When you pair this searchable, structured data with AI integration and workflow automation, you move from reactive lookups to proactive, coordinated processes. AI agents enrich results, handle exceptions, and initiate next steps automatically, so customer-facing teams focus on relationship-building and strategic tasks. For leaders driving digital transformation and business efficiency, this combination delivers faster service, cleaner data, and predictable outcomes.\n \u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003e\n In plain terms, the Search Customers capability lets you query your customer database using business-friendly criteria—customer name, company number, tags, registration date, or custom attributes—and returns a structured profile. That profile typically includes contact details, billing and delivery addresses, open invoices, payment terms, and any custom fields you rely on.\n \u003c\/p\u003e\n \u003cp\u003e\n The practical workflow is simple and predictable:\n \u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eDefine the search criteria relevant to the task: a name, identifier, region, purchase history, or internal tag.\u003c\/li\u003e\n \u003cli\u003eRun the search to retrieve a small, precise set of customer records instead of manually scanning files.\u003c\/li\u003e\n \u003cli\u003eUse the returned fields to populate CRMs, billing systems, or support tools; trigger downstream workflows such as collections, onboarding, or marketing segmentation.\u003c\/li\u003e\n \u003c\/ul\u003e\n \u003cp\u003e\n Because results come back as structured data, mapping those fields into other systems is straightforward. That reduces manual entry and makes synchronization across finance, sales, and support reliable—so one authoritative customer record powers every team’s actions.\n \u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003e\n Adding AI and agentic automation transforms search from a passive tool into an active part of your operating model. AI agents interpret ambiguous inputs, enrich records with inferred or external data, identify duplicates, and take pre-defined actions when certain conditions appear. Rather than a human copying fields and creating tasks, an intelligent agent can summarize findings, prioritize follow-ups, and orchestrate multi-step processes across systems.\n \u003c\/p\u003e\n\n \u003cul\u003e\n \u003cli\u003eIntelligent chat assistants that run contextual customer searches during calls and surface one-line summaries—outstanding invoices, recent orders, and critical notes—so agents respond with confidence.\u003c\/li\u003e\n \u003cli\u003eData-cleaning agents that detect and merge duplicate customer profiles, preserving histories and preventing fragmented accounts that hurt reporting and collections.\u003c\/li\u003e\n \u003cli\u003eSegmentation bots that automatically tag customers for marketing or sales based on recent purchases, location, or custom attributes, enabling targeted campaigns without manual lists.\u003c\/li\u003e\n \u003cli\u003eOrchestration agents that initiate collections, create support tickets, or schedule onboarding steps when search results show specific triggers—like overdue balances or missing compliance documents.\u003c\/li\u003e\n \u003cli\u003eContinuous learning agents that analyze search patterns, recommend new fields to index, and surface opportunities—such as accounts at risk or high-potential upsell segments—so your automation improves over time.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n Customer support: During a support call, a virtual assistant queries customer records and presents a concise summary: account age, last invoice status, open tickets, and recent notes. The agent suggests the next best actions for the support rep, slashing average handle times and improving first-call resolution.\n \u003c\/li\u003e\n \u003cli\u003e\n Billing reconciliation: A nightly automation searches for customers with payments recorded in the bank but no matching invoice status. It flags mismatches, creates exception tasks for finance, and appends the relevant payment evidence to the customer record—cutting reconciliation cycles from days to hours.\n \u003c\/li\u003e\n \u003cli\u003e\n Sales preparation: Before outreach, a workflow pulls the latest customer profile, recent purchases, outstanding proposals, and credit status into the sales dashboard. Sales reps enter conversations with context, increasing conversion rates and shortening sales cycles.\n \u003c\/li\u003e\n \u003cli\u003e\n Targeted campaigns: Marketing triggers a search for customers who bought Product A in the last six months and live in specific regions. An automation tags that segment and syncs it to the campaign tool, enabling personalized offers without manual audience building.\n \u003c\/li\u003e\n \u003cli\u003e\n Compliance and audit: Audit teams run filtered searches for customers created during a specific period or with particular tax statuses and export results along with timestamps and change logs. This automates evidence gathering and reduces audit prep time dramatically.\n \u003c\/li\u003e\n \u003cli\u003e\n Onboarding and duplicate prevention: When a new customer signs up, an agent searches for potential matches across historical records, alerts staff to likely duplicates, fills missing mandatory fields, and schedules the appropriate welcome and billing setup tasks—reducing friction and preventing fragmented accounts.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003e\n Search-driven workflows augmented with AI agents deliver measurable impact across cost, speed, and quality. They replace manual, error-prone steps with reliable, repeatable automation that scales with volume and complexity.\n \u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n Faster response times: Customer lookups that take seconds instead of minutes lower call handling time and boost customer satisfaction.\n \u003c\/li\u003e\n \u003cli\u003e\n Fewer errors and less rework: Automated field mapping and deduplication reduce billing mistakes, lost invoices, and misrouted communications that cost time and revenue.\n \u003c\/li\u003e\n \u003cli\u003e\n Consistent cross-team views: A single authoritative customer record across sales, support, and finance removes friction and accelerates decision-making.\n \u003c\/li\u003e\n \u003cli\u003e\n Scalable operations: As customer volume grows, search-driven workflows and AI agents maintain throughput without linear increases in headcount.\n \u003c\/li\u003e\n \u003cli\u003e\n Higher-value work: Teams spend less time on routine lookups and more on customer strategy, upselling, and improving experiences that drive retention and growth.\n \u003c\/li\u003e\n \u003cli\u003e\n Proactive revenue protection: Agents surface at-risk accounts, overdue balances, and cross-sell opportunities—turning reactive work into proactive revenue and retention efforts.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003e\n Consultants In-A-Box treats the Visma eAccounting Search Customers capability as a strategic lever, not just a technical feature. We begin with the business processes that depend on customer data—support workflows, billing reconciliation, sales plays, and marketing segmentation—and identify where search can remove manual handoffs and reduce data drift. Our approach combines system integration, AI agent design, and practical change management so automation drives real business outcomes.\n \u003c\/p\u003e\n \u003cp\u003e\n Typical engagements include:\n \u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n Workflow design: Map current processes, highlight friction points, and define where automated searches should trigger actions or alerts.\n \u003c\/li\u003e\n \u003cli\u003e\n AI agent construction: Build lightweight agents to enrich results, merge duplicates, create tasks, and orchestrate end-to-end flows across Visma, CRMs, and support tools.\n \u003c\/li\u003e\n \u003cli\u003e\n Data mapping and synchronization: Align fields across systems so one authoritative record powers sales, billing, and support without manual reconciliation.\n \u003c\/li\u003e\n \u003cli\u003e\n Testing and monitoring: Validate logic with real datasets, simulate edge cases, and implement monitoring to catch exceptions before they affect customers.\n \u003c\/li\u003e\n \u003cli\u003e\n Workforce development: Train teams on new workflows, provide playbooks that explain automation behaviors, and reduce resistance by making outcomes transparent and predictable.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eFinal Thoughts\u003c\/h2\u003e\n \u003cp\u003e\n Visma eAccounting's Search Customers feature becomes far more powerful when it’s part of an integrated automation strategy. By pairing structured search with AI agents and workflow automation, organizations reduce manual work, improve data quality, and enable teams to act faster and more confidently. The result is a more efficient, scalable operation where routine tasks are automated, exceptions are managed intelligently, and people are freed to focus on work that grows the business.\n \u003c\/p\u003e\n\n\u003c\/body\u003e"}