BILL
FinanceAutomate accounts payable and accounts receivable end-to-end. 7 real-time event triggers fire on bill creation, invoice updates, and payment events. Full CRUD for vendors, bills, customers, and invoices.
What This Integration Enables
BILL integration gives FlowRunner agents access to both sides of the cash flow cycle: accounts payable (vendors, bills, bill payments) and accounts receivable (customers, invoices, receivable payments). Event triggers fire on bill creation, invoice updates, vendor additions, and payment events. Agents react in real time to keep AP and AR processes moving without manual intervention.
Without FlowRunner
With FlowRunner
Use Case Scenarios
End-to-End AP Automation
A vendor invoice is parsed by Parseur. The agent validates the vendor in BILL, checks for the corresponding PO in NetSuite, and creates a BILL bill when everything matches. On Bill Created fires. The agent routes the bill for approval via Slack. The finance manager approves with one click. The agent marks the bill approved. When the BILL payment processes, On Payment Updated fires and the agent logs the payment in NetSuite. The entire AP cycle completes without manual entry.
Failed Payment Recovery
On Payment Failed fires. The agent retrieves the vendor details and the failure reason. It immediately sends a Slack message to the AP manager: "Payment to [Vendor] for $[amount] failed. Reason: [failure reason]. This bill was due [date]. Approve retry or investigate?" The manager decides within minutes. The vendor does not wait days to find out a payment failed.
New Vendor Onboarding
On Vendor Created fires when accounting adds a new vendor to BILL. The agent sends the vendor a standardized email requesting their W-9 form and ACH banking information. When the forms are returned and processed, the agent updates the BILL vendor record with banking details and notifies the AP manager that the vendor is payment-ready. The entire onboarding sequence runs without manual coordination.
Human-in-Loop Highlight
Before charging a customer via BILL's Charge Customer action, the agent pauses for approval above a configurable threshold. For recurring charges within expected ranges, automation proceeds. For charges above threshold or for customers with a history of disputes, the agent routes to the AR manager via Slack: "Initiating charge of $[amount] for [Customer]. Customer has 2 past disputes. Approve or review account first?" The manager decides. Charges that could create disputes get human awareness before they go out.
Agent Capabilities
17 actionsVendor Management
4- Create Vendor Creates a new vendor in BILL. Used in supplier onboarding: when a vendor is approved through procurement, the agent provisions their BILL record automatically.
- Get Vendor Retrieves vendor details. Used to verify vendor status and banking information before processing a payment.
- Update Vendor Modifies vendor information. Used to synchronize vendor data changes from the ERP or procurement system.
- List Vendors Returns a filtered list of vendors. Used in audit and reporting workflows.
Bill Management
4- Create Bill Creates an AP bill in BILL. Used in automated AP processing: when a vendor invoice is parsed and validated, the agent creates the bill in BILL for payment.
- Get Bill Retrieves a specific bill with full detail. Used to check status and payment readiness in approval workflows.
- Update Bill Modifies bill fields. Used when corrections are needed before payment is scheduled.
- List Bills Returns filtered bills. Used in AP aging, payment scheduling, and reconciliation workflows.
Customer Management
2- Create Customer Creates a customer record in BILL. Used in customer onboarding and billing setup workflows.
- Get Customer / Update Customer / List Customers Full customer lifecycle management. Used to keep customer data synchronized with the CRM and ERP.
Invoice Management
3- Create Invoice Creates a BILL invoice for a customer. Used in billing automation workflows.
- Get Invoice / Update Invoice / List Invoices Full invoice management. Used in AR monitoring and collection workflows.
- Send Invoice Sends the invoice to the customer's email address. Used in automated billing delivery workflows.
Payments
4- Record Bill Payment Records a payment against an open bill. Used when a payment is made outside BILL and needs to be logged for reconciliation.
- Get Bill Payment / List Bill Payments Retrieves payment records. Used in reconciliation and audit workflows.
- Charge Customer Initiates a payment charge against a customer. Used in automated AR collection workflows.
- Get Receivable Payment / List Receivable Payments Retrieves inbound payment records. Used in cash application and reporting workflows.
Triggers
7 triggersEvent Triggers
7- On Bill Created Fires when a new bill is created in BILL. Used to trigger review, approval, or synchronization workflows when a new payable is entered.
- On Bill Updated Fires when a bill's status or fields change. Used to track bills through the approval and payment lifecycle.
- On Invoice Created Fires when a new invoice is created. Used to trigger customer notification and delivery workflows.
- On Invoice Updated Fires when an invoice status changes: sent, paid, voided. Used in AR monitoring workflows: when an invoice is marked paid, the agent updates the CRM and ERP automatically.
- On Vendor Created Fires when a new vendor is added to BILL. Used to trigger vendor onboarding workflows: send a W-9 request, notify the procurement team, set up payment preferences.
- On Payment Updated Fires when a payment status changes. Used to log payment confirmations and update connected financial systems.
- On Payment Failed Fires when a payment attempt fails. This is the exception trigger that matters most. When a payment fails, the agent immediately surfaces it to the finance team with the vendor details, payment amount, and failure reason.
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