When Considering Tools for Audit Support Automation

When looking for a tool to build automated workflows for audit support, numerous factors come to mind. Beyond meeting the functional requirements, pricing often steals the spotlight. Airtable is a common choice, but does its cost structure align with your expectations? Maybe comparing Airtable and Bika.ai in various aspects like pricing and functionality could lead you to a more informed decision. Notably, for the audit support automation scenario, Bika.ai's Regular Invoice Collection for Paid Payments template is highly suitable. Free Trial

What are Airtable & Bika.ai

Airtable is a cloud-based platform that combines the simplicity of a spreadsheet with the power of a database. It's designed for creating, sharing, and collaborating, allowing you to organize content, track projects, and manage tasks effectively. However, it has its challenges, especially for new users, handling large datasets, and providing easy-to-use automation.

Bika.ai, on the other hand, is a no-code AI automation database that offers an incredibly easy-to-use platform. It provides AI-Agent-enhanced CRM, marketing automation systems, project management systems, BI, and ERP, all at an attractive price.

Airtable vs Bika.ai: Key Features At a Glance

Airtable is suitable for simple tasks and smaller databases. In contrast, Bika.ai is capable of handling more complex tasks and larger data volumes, leveraging AI automation to simplify tasks across various business activities.

Pricing Comparison of Airtable vs Bika.ai

Bika.ai offers a generous free tier and scalable paid options that provide better value compared to Airtable.

Airtable's pricing can be costly for larger teams and extensive usage, while Bika.ai presents cost-effective solutions without sacrificing features and capabilities.

Airtable’s price plans

Bika.ai’s price plans

Why Choose Bika.ai Over Airtable for Audit Support

If you need AI-driven workflow processing to significantly reduce manual inefficiencies, quick business development through saving and sharing automation capabilities, effortless handling of large data volumes in the AI era, and plug-and-play setup for automation, Bika.ai is the better choice.

Bika.ai's proactive features save you valuable time and resources, allowing you and your team to focus on strategic activities rather than mundane data management and task execution.

How to use Bika.ai's Regular Invoice Collection for Paid Payments template？

The Regular Invoice Collection for Paid Payments template includes a data table and an automation task.

• Automation Task "Automatic Invoice Collection": Automatically collects invoices from payers who have not provided invoices at 10 AM on the 25th of each month.
• Data Table "Invoice Management": Used to store submitted invoice information.

The usage steps are as follows:

1. Install the Template

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

2. Assign the Finance Manager Role

You need to invite the finance manager to join the Space. You can set the role to "Finance Manager" and then create an invitation link.

3. Configure the Automation Task

Enter the editing interface of the Automatic Invoice Collection automation task, where you can modify the task's trigger conditions and execution actions. If not set, it defaults to automatically sending reminders at 10 AM on the 25th of each month.

4. Initialize Payer Information

Set the corresponding payer information in the invoice management so that it can be used when collecting invoices. If not set, the invoice collection function will not work properly.

5. Test the Automation Task (Send Collection Reminder)

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

6. Submit Invoices

Payers can submit invoices through the collection reminders they have received, and the system will automatically add the invoices to the "Invoice Management" data table.

7. Confirm Invoices

After the payer submits the invoice, the finance manager will receive a reminder that the invoice has been submitted and needs to confirm whether the submitted invoice is correct.

8. View Submitted Invoices

In invoice management, you can view all submitted invoice information, including invoice status, submitter, submission time, etc.

This template is suitable for finance managers, administrative staff, accountants, team leaders, and HR managers.

It features efficient management, timely feedback, data organization, and reduction of omissions.

Frequently Asked Questions:

1. How to change the reminder time and frequency? You can modify the time and frequency of the trigger conditions in the automation task editing interface. The automation task is executed according to the set time and frequency, and then sends reminder notifications.

2. What if I want to stop sending reminders automatically? You can turn off the switch on the automation page to stop sending reminders automatically.

3. How to view and manage invoice data? All submitted invoice information will be stored in the Invoice Management data table, and you can view and manage this data at any time.

Conclusion Use this automation template to solve specific challenges related to audit support.

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