Now Bite Drink can keep hold on its customers, orders and products with Zoho Analytics - e-conomic integration

Project Overview

Bite Drink, an innovative company in the food and beverage industry. Their mission is to provide unique taste experiences by offering unique flavours to bars and restaurants. To keep the focus on their core mission, they wanted to automate their invoicing process using Zoho Analytics and Visma e-conomic.

The Challenge

What did Bite Drink needed help with?

Bite Drink was faced with a complex, manual, and time-consuming invoicing process. With invoices being booked in e-conomic, they had to manually recreate these invoices in Zoho Analytics for their internal processing and analysis. Additionally, finding or creating product entries and customer entries on Zoho for each invoice was an arduous process. This inefficiency was taking up valuable time and resources, shifting their focus away from their core mission.

The Solution

How did we approach it?

Given our proficiency in making business operations easier, we suggested a plan focused on automating the process of recording invoices. We made use of tools from both Visma e-conomic and Zoho Analytics.

Picture this - as soon as an invoice is recorded in e-conomic, our automated system kicks in. It's like a virtual assistant starting its job. Getting Invoice Details from e-conomic: Our system starts by gathering all the important information about the invoice from e-conomic. This includes stuff like the invoice number, when it was issued, when it's due, what items are listed on it, and other similar details.

Making a Zoho Invoice Draft: After the information sleuthing, the system uses the details from e-conomic to make a draft version of the same invoice in Zoho Analytics. It's like your virtual assistant taking notes for you.

Checking or Making New Product Entries on Zoho: Next, the system checks if the products on the invoice are already in Zoho Analytics' product database. If they're not, it's like the system opens up a new file for these products, recording all the relevant details.

Checking or Making New Customer Entry on Zoho: Similar to products, the system then checks if the customer's details are already in Zoho's database. If not, your virtual assistant opens a new file for this customer too, noting down all their information from e-conomic.

By this process, we made sure that all important information from your e-conomic invoice gets copied over to Zoho Analytics automatically. It's like having a helper doing the heavy lifting for you, reducing your workload and ensuring fewer mistakes.

Automations delivered - SaaS apps that helped Bite Drink grow:

• Zoho Analytics - Zoho Analytics offered robust data analytics for businesses.

• e-conomic - The accounting app was integrated to generate invoices and automate invoicing.

The Results

The automated solution has considerably improved the efficiency and accuracy of the invoicing process for Bite Drink. The time-consuming task of manual data entry and searching or creating product and customer entries on Zoho Analytics has been eliminated, allowing the Bite Drink team to focus more on their core business and less on administrative tasks.

In addition to saving time and resources, the solution has also improved data accuracy and consistency between e-conomic and Zoho Analytics, providing Bite Drink with reliable data for better business decision-making.

Our team at Cloudify is proud to have worked with Bite Drink on this successful business automation project. We look forward to supporting them in future endeavours, helping them leverage technology for business growth.