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- Wave Financial integration
Wave Financial integration
Access reports and functionality from Wave Financial apps inside Digital Assistant
Keep a close eye on your business financials anywhere, any time with the Digital Assistant integration for Wave Financial apps.
Receive reminders and notifications about income and expenditure, due invoices, received payments and more inside Digital Assistant. You can create your own personal dashboards to track all aspects of your cash flow, including Wave's detailed financial analytics, and even take action on the go with actionable Cards - send invoices, make payments and generate reports with the click of a button from inside Digital Assistant.
The Budget Update Card shows you the remaining budget for the quarter, including the projected and actual spend. Below you can see AI insights, for instance if there are pending procurement approvals in case the actual spend leaves some room for more expenses.
Maintaining customer relationships can be difficult, especially when you look after a lot of different customers - and already have enough on your plate! The Credit Control card alerts you if any of your customers are close to or have exceeded their arranged credit limit, making it easy for you to know when to reach out.
The Credit Control card allows you to take action on the go, by automatically triggering an invoice issuance to your customers. This Card also provides AI insights, giving you contextual business information to help support your decisions and actions moving forward.
The Expenses Card makes it easy to stay on top of your expense reports. Whether your department files an expense report for you, you've recently travelled on business and need to submit a report, or one of your submitted reports has been approved, this Card will alert you to take action or review an outcome.
Get tailored financial updates relevant to your role with the Finance Card. Digital Assistant will show you exactly what you need to know to perform your role and make better business decisions - make sure your team is on target with your allotted spend, see how your stock sales are performing and more, and get AI-powered insights to help you meet your goals.
The My Reports Card makes it easy to keep track of your pending and submitted reports. See whether your reports have been approved, who the approver is and more for your submitted reports, as well as the deadline for pending reports. The My Reports Card can also send notifications when a report is due but has yet to be submitted, so you can stay on top of your deadlines effortlessly.
See up-to-date Payroll information inside Digital Assistant with the Payroll Card.
Connect Digital Assistant to your HR applications to get detailed Payroll information, including projections, employee absences, historical data and AI insights directly in your feed.