Most enterprise resource planning (ERP) systems weren’t built with modern finance teams in mind. And it shows: in the implementations that take six months or longer, the manual reconciliation, and the days-long lag before you can close the books. Rillet, an AI-native accounting platform, was built intentionally for a continuous close.
Rillet already comes with native integrations for the tools that matter most to finance teams. But Zapier has thousands more to extend its reach, so your financial data can automatically and securely move between any app in your stack.
In this post, I’ve put together four ways to build Zaps—what we call automated workflows—that’ll keep your Rillet data current across every tool without manual entry. I’ve included some tips for using AI in these workflows, too. Keep scrolling for the exact Zap templates you can use to start building today.
Zapier is the most connected AI orchestration platform—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use forms, data tables, and logic to build secure, automated, AI-powered systems for your business-critical workflows across your organization’s technology stack. Learn more.
Skip ahead
Note: The Zap templates in this post are pre-populated with apps, but you can easily swap them out for any of the thousands of apps in our directory.
Copy new customers into Rillet and notify your team
Your company just got a new customer, or a deal just closed in your customer relationship manager (CRM) that a rep marked as won. Now someone needs to create a customer record in Rillet before any invoicing or revenue recognition happens. It’s a quick task that happens dozens of times per week—and it almost always falls to whoever has accounting access, which isn’t the same person who owns the CRM.
So the record sits. Or it gets created two days later with a typo in the company name that surfaces during close. When customer records don’t exist in Rillet, you can’t create invoices, can’t run revenue schedules, and can’t produce accurate reports. The whole downstream flow stalls because of one missing row.
These Zaps create the customer record in Rillet the moment the trigger fires, then notify the right people automatically so both finance and sales stay connected without anyone writing a follow-up.
Add new Rillet activity to your task manager
Month-end close is already a sprint. The last thing a controller needs is to spend the first two days manually checking whether every new contract from the prior month made it into Rillet, whether the corresponding invoices were created, and whether the right people on the team have been notified to do their part. When those checks live in someone’s head—or a shared document that’s two versions behind—things get missed.
The pressure compounds at the margins. A contract signed on the 31st that doesn’t make it into Rillet until the 3rd creates a data entry problem and a revenue timing problem. Especially for a lean finance team, every hour spent on manual verification is an hour not spent on the actual work of closing.
The moment something happens in Rillet, the following Zaps send the event to your task management tool. That way, your team has a real-time task board that shows exactly what’s been done, what’s pending, and who’s on it—so they can spend close week actually closing.
Pro tip: You can add an AI by Zapier step to any of these Zaps to summarize or categorize invoice and contract data before it hits your task manager. For example, when a new invoice is created in Rillet, an AI step can generate a plain-English summary that goes directly to the task description (instead of just passing through a raw data dump). Learn more about AI by Zapier.
Generate contracts when agreements are signed
A contract in your accounting system is the foundation for downstream actions like revenue schedules, billing milestones, and renewal tracking. But you might encounter a bottleneck in the handoff process. When a contract gets signed, it won’t reach Rillet until someone on the finance team gets around to it, and by then the timing is already off.
The timing mismatch is the real problem for finance teams. A contract gets signed on a Friday. The accounting team doesn’t see it until the following week. That revenue didn’t make it into the books for the prior month. Multiply that by a dozen deals and you have a close process that’s always running behind.
These Zaps create a Rillet contract the moment an agreement is executed elsewhere, so your revenue schedules can start on time. You can also extend any of these Zaps to generate an invoice in Rillet immediately after the contract is created.
Send financial data to your sheets without manual exports
Rillet has GAAP and investor-ready reporting built into its platform, so most of what your finance team needs lives there already. But some teams may want to pull data into Google Sheets anyway—for a model that lives there, for board materials that need to be annotated, or just because certain stakeholders outside the finance team are more comfortable working in a spreadsheet than logging into another tool.
When that’s the case, manually exporting from Rillet to keep a spreadsheet current is a recurring drain on whoever owns the books. These Zaps push data from Rillet into Google Sheets automatically, so the spreadsheet stays current without anyone touching it.
Pro tip: Want to route financial updates to the right place based on the update type? Try building a Zapier agent that logs overdue invoices to a Google Sheets tracker, flags paid invoices for a Salesforce record update, and notifies the account owner by email when a new invoice is created. Learn more about building AI agents on Zapier.
Put your revenue workflow on autopilot
Manual data entry between your accounting system and the rest of your stack is a slow, steady drain—on time, on accuracy, and on your team’s ability to move fast at the end of the month. Connecting Rillet to Zapier means your customer records, invoices, and contracts stay current across every tool. No one needs to play messenger, and you don’t have to add to your headcount.
With thousands of Zapier integrations, there’s so much more you can build. Head to the Zap editor to craft your perfect workflow today.
