Bika.ai vs Airtable: To Tracking financial deadlines

Bika

August 29, 2024

3 min read

What kind of challenges would require Tracking financial deadlines?

In today's fast-paced business world, tracking financial deadlines is no easy feat. It's a task that often leaves finance and administrative teams scrambling, especially when dealing with a mountain of invoices and the need for prompt submissions and collations. You might have initially turned to Airtable for a solution, but hold on – there's a new contender in town, Bika.ai.

vs-airtable

Airtable vs Bika.ai: Key Features At a Glance

Let's take a closer look at how Airtable and Bika.ai stack up when it comes to the key features for tracking financial deadlines.

Feature	Airtable	Bika.ai
Pricing	Free provided, paid plans from $20/user/month	Free provided, paid plans from $9.99/user/month
Platform Type	No-code database	No-code AI automation database
Ease of Use	Base structure is geeky for non-tech users	Directory tree is easy to use and user-friendly for general users
Records per Database	Up to 125,000 records per base for Business plan	Up to 1,500,000 records per database for Team plan
Automation	Basic automation capabilities with limited triggers and actions	Advanced automation capabilities with extensive triggers and actions
Template	Templates don’t include automation capability; no automation publish and share	plenty of plug-and-play AI automated templates with preset content; supports automation publish and share
Storage	100 GB of attachments per base	800 GB per space
API	Limited APIs	API-first platform making every feature an integration endpoint for automation

Bika.ai's research and adaptation for Tracking financial deadlines

Bika.ai has conducted in-depth research and gathered practical feedback on the Tracking financial deadlines scenario. It has tailored its offerings to meet the specific needs of the relevant audience and market. This focus has allowed it to significantly enhance efficiency and save precious time for users.

banner-en

The value of Tracking financial deadlines automation for team collaboration

The automation of Tracking financial deadlines brings a plethora of benefits to team collaboration. It boosts efficiency, saves time, reduces errors, offers customization options, provides convenience, and cuts costs. Professionals such as finance managers, administrative staff, employees, accountants, team leaders, and HR managers can all reap the rewards.

architecture-all-en

How to use Bika.ai's Invoice collation reminders template

To facilitate the work of finance and administrative staff, the system in Bika.ai will automatically remind company colleagues to collect invoices and submit applications on a regular basis according to your settings. Colleagues can quickly take photos and upload invoices, helping finance and administrative staff to quickly collate invoice data for subsequent reimbursement or tax filing processes.

The usage steps are as follows:

Install the Template

Install this template into your Bika Space Station. If you need to manage multiple projects simultaneously, you can install this template multiple times. One template corresponds to one project.

Configure the Automation Task

Enter the edit interface of the Automatic Invoice Collection Reminder for Members automation task, where you can modify the trigger conditions and execution actions. If not set, the default is to send reminders at 10 AM on the 25th of each month.

You can find the Automatic Invoice Collection Reminder for Members automation task on the "Settings" page, click the "Edit" button, and set the reminder time under "Trigger Conditions."

Test the Automation Task (Sending Collection Reminders)

We have already enabled the Upload Invoice automation task by default. You can check if the reminder notification is successfully sent at 10 AM on the 25th of each month. You can also click "Run Now" to test if you receive the reminder notification.

Submit Invoices

Employees can submit invoices through the received collection reminder, and the system will automatically add the invoices to the Invoices Submitted by Members database.

View Submitted Invoices

All submitted invoice information will be stored in the Invoices Submitted by Members database, where you can view and manage it at any time.

How to Switch From Airtable to Bika.ai

Switching from Airtable to Bika.ai is a straightforward process:

Export your data from Airtable in a CSV or Excel format.
Sign up for Bika.ai and use its data import tools to transfer your data.
Set up your automation templates in Bika.ai to start reaping the benefits of AI automation immediately.

So, if you're tired of the challenges and limitations of Airtable when it comes to tracking financial deadlines, it's time to make the switch to Bika.ai and revolutionize your workflow.

Recommend Reading

Recommend AI Automation Templates

Project Progress Management

By centrally managing the progress and execution of projects and tasks, and using automation functions to follow up on the status of project tasks, it helps to improve the efficiency of project management and task collaboration.

Project planning

Even the simplest project has many elements to track. With this comprehensive template, you can easily manage all project elements, ensuring you stay focused and in control throughout the project's lifecycle.

Project tracker

The project tracker template is designed to help teams effectively manage and track project progress. Through this template, users can easily record tasks, assign responsibilities, set deadlines, and update project status in real time.

Regular Invoice Collection for Paid Payments

Regularly collect paid invoices to ensure the finance department receives them on time and manage invoice data

Relationship Care

Record your interpersonal relationships and the activities you engage in with them. The system will automatically remind you in advance and send birthday wishes. Weekly care activities are summarized intelligently through AI, ensuring you never miss an important moment.

Remote Internal Communications Planning