Streamlined is B2B payments built for global commerce. We've rethought every step of the payment process, making it smarter, simpler, and more intuitive — so you and your customers get a seamless experience, from invoice to cash.
Thank you, @sandhya_hegde! We're thrilled to be automating the payments process for these incredible businesses. Making their lives easier is what drives us every day.
@jtreinen Currently, we do not perform Sales Tax calculations. Our clients typically utilize services such as Avalara AvaTax, TaxJar, and other specialized vendors to manage their Sales Tax and update their Sales Orders and Invoices. Streamlined seamlessly integrates with your ERP and Accounting software to retrieve Sales Orders and Invoices for transmission.
However, if we receive requests for this functionality from our customers, we are open to adding an integration that further streamlines the workflow. :)
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Now this is THE solution a lot of people were waiting for! Upvoted!
@dan_tegzes Exactly! We were amazed at how much time businesses spent invoicing, chasing, reconciling and updating A/R. We've automated the entire workflow Streamlined generates and sends invoices, processes and reconciles both online and offline payments, and syncs every transaction with your sales and accounting software or ERP in real time.
@vlad_kuiantsev Exactly! We've noticed that our customers can be grouped into two main categories: those dealing with a large volume of invoices, often seen in e-commerce brands engaged in wholesale, and those dealing with high dollar amounts, typically in the realm of SaaS businesses. In both scenarios, payments are frequently consolidated and processed offline, such as through bank transfer or Wire transfers.
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