Solutions

Solution playbooks and automation blueprints.

HubSpot Subscription Auto Cancel via order import

Implementation guide for mapping order cancellation date to subscription end_date and setting subscription_status automatically.

HubSpot subscription automation overview

A practical overview for automating HubSpot deal cancellation handling across order import and subscription updates.

Ecommerce migrations for catalogs orders and inventory accuracy

Move ecommerce operations with consistent catalog definitions and inventory states across channels and warehouses.

ERP migrations for orders inventory billing and accounting consistency

Move ERP processes to one governed layer so operational status and financial reporting stay consistent.

CRM migrations with clean mapping associations and controlled cutover

Move CRM data safely with mapping validation association integrity and governed change management.

Manufacturing operations automation for BOM governance purchasing and inventory

Standardize manufacturing operations with governed master data purchasing approvals and transaction-level inventory traceability.

Services operations automation for projects subscriptions and billing controls

Run services with governed billing and close workflows from quote to invoice to cash and reporting.

Retail and wholesale operations automation across inventory purchasing and billing

Operate retail and wholesale with consistent SKUs inventory and billing states across locations and sales channels.

Stripe payments unified with billing AR and accounting workflows

Unify Stripe collections with custom invoicing AR and reconciliations in one governed workflow layer.

Shopify operations automation for inventory fulfillment and billing

Keep Shopify operations consistent with one inventory source of truth and governed fulfillment and billing workflows.

HubSpot workflows that connect deals orders invoicing and inventory

Connect HubSpot deals to downstream orders invoices and inventory with governed mapping and workflows.

Salesforce workflows that stay governed from opportunity to cash

Connect Salesforce to governed workflows from opportunity to invoice and cash with stable mapping and traceability.

AI governance for workflow automation and audit-ready operations

A governance layer for AI-driven operations: policies permissions and audit-ready execution.

Record to report automation for faster close reconciliations and reporting

Record to report automation that keeps journals reconciliations and reporting consistent.

Procure to pay automation for approvals purchasing bills and disbursements

Procure to pay automation that reduces manual approvals and improves spend visibility.

Order to cash automation from order creation to payment reconciliation

Order to cash automation that standardizes handoffs between sales operations and finance.

Revenue operations automation that closes the gap between CRM and cash

Revenue operations automation that connects CRM billing accounting and cash into one governed workflow layer.

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