Order to Cash Automation
Codeless Platforms' BPA Platform provides an integration-led Order to Cash automation solution that connects CRM, ERP, billing, payment and finance systems into a single, governed process at scale.
It removes manual handoffs, accelerates invoicing, reduces DSO, and gives finance leaders real-time control over revenue and cash flow, without custom code or fragile point integrations.
Order to Cash Automation Solution
Learn more about our cost-effective Order to Cash automation solution that connects CRM, ERP, billing, payment and finance systems into a single, governed process at scale.
End-to-End Order to Cash Automation Solutions for Finance-Led Organisations
Faster billing, lower DSO, and full revenue control
BPA Platform automates the full Order to Cash lifecycle across CRM, ERP, billing, and finance systems - accelerating invoicing, reducing Days Sales Outstanding (DSO), improving cash flow visibility, and maintaining audit-ready control from order creation through to cash application.
Built for CFOs, finance transformation leaders, revenue operations, and IT teams who need measurable financial outcomes, not just system connectivity.
Used by finance and IT teams in complex, high-volume environments.
Want a concise overview? Download the Order to Cash Automation datasheet for key capabilities, billing models, and implementation guidance.
The Problem: Fragmented Order to Cash Processes
Without true end-to-end automation most organisations experience:
- Manual order re-entry between CRM and ERP
- Disconnected pricing, tax, and customer master data
- Delayed billing and revenue recognition
- Siloed visibility across order, invoice, and payment status
- High exception rates and dispute resolution effort
- Complex, fragile point-to-point integrations
- Limited governance and auditability
These challenges don’t just slow operations, they delay revenue, increase DSO, and introduce financial and compliance risk.
Build a finance-ready business case in minutes.
Quantify DSO reduction, invoicing speed, and finance effort savings.
BPA Platform Order to Cash Automation Software Capabilities
BPA Platform provides a complete automation layer across CRM, ERP, billing, and finance systems - combining integration, workflow orchestration, and document automation to remove delays and manual handoffs.
Order Capture & Validation
Automated creation and validation of sales orders from CRM, CPQ, eCommerce, or EDI with pricing, tax, and compliance validation, ensuring every order is invoice-ready.
Credit & Approval Automation
Workflow-driven credit checks, approval routing, and policy and process enforcement before order release.
Billing and Invoicing Automation
Event-based invoice generation with real-time synchronisation to CRM and customer portals, reducing invoice delays and errors.
Revenue & Compliance
Audit-ready transaction logging, document retention, and financial controls.
Accounts Receivable & Collections
Automated aging, dunning, dispute workflows, payment matching, and cash application.
Real-time Revenue Visibility
Unified visibility across orders, invoices, payments, and DSO for Finance, Sales, and Leadership.
For a quick overview of BPA Platform’s Order to Cash capabilities, billing models, and implementation approach, see the Order to Cash Automation datasheet.
CRM and ERP Specific Order to Cash Solutions
BPA Platform supports Order to Cash automation across leading enterprise CRM and ERP systems, with flexible deployment across cloud, hybrid and on-premises environments.
- CRM: Salesforce, HubSpot, Infor CRM, SugarCRM, Microsoft Dynamics, Pipedrive, Zoho CRM, Creatio CRM etc.
- ERP: SAP Business One, Syspro, Sage Intacct, Sage 200 (UK), Sage 300, Oracle NetSuite, Acumatica, Intact iQ, Epicor, Microsoft Dynamics 365 Business Central etc.
- Scalable architecture for high-volume, multi-entity environment.
- Hybrid deployment across cloud and on-premises systems
Why use BPA Platform for Order to Cash Process Automation?
BPA Platform combines iPaaS integration, workflow orchestration, and document automation into a single platform designed for finance-critical processes, not just data movement.
iPaaS Integration
Real-time integration between CRM, ERP, billing, and payment systems to keep orders, invoices, and payments synchronised end to end.
Workflow Orchestration
Automated approvals, credit checks, exception handling, and process enforcement across the Order to Cash lifecycle.
Document Automation
Automated generation and distribution of invoices, statements, and compliance documents.
Reporting Automation
Automated reporting for revenue, aging, and cash visibility across finance teams.
Alerts & Notifications
Email and SMS alerts for exceptions, approvals, failed transactions, and time-critical process events.
Legacy System Integration
Integration support for hybrid environments where APIs are unavailable, enabling Order to Cash automation across legacy systems.
This approach enables finance teams to automate Order to Cash with the control, resilience, and auditability required in complex environments.
End-to-End O2C Process Coverage
CRM → Order Management → ERP → Billing → Accounts Receivable → Payments → Reconciliation
Benefits of O2C Automation
Finance teams use Order to Cash automation to achieve measurable operational and financial outcomes, including:
- Faster order-to-invoice cycles
- Measurable reduction in DSO
- Fewer billing errors and invoice disputes
- Improved cash flow forecasting and working capital control
- End-to-end audit trails for revenue and compliance
- Scalable growth without increasing finance or operations headcount
Frequently Asked Questions
Looking for a deeper explanation of how CRM and ERP systems integrate across the Order to Cash process?
Read our guide to CRM-ERP Order to Cash integration.
Ready to see Order to Cash automation mapped to your ERP?
Speak to an integration specialist to review your current process, systems, and automation opportunities.
Subscription Pricing
Order to Cash Automation
Software from
BPA Platform
£175
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