Question 1

What manual work can I automate with Finity Pay and Bill?

Accepted Answer

Finity Pay and Bill automates the connection between candidate onboarding and role placement with simultaneous payment and invoicing processes. When you onboard a candidate and assign them to a vacant role, you can automate the creation of corresponding payment records for the candidate and invoice records for the client, eliminating manual data entry across both systems. This reduces the need to duplicate information across separate payment and billing workflows.

Question 2

How does data flow between Finity Pay and Bill and other business tools?

Accepted Answer

Finity Pay and Bill receives candidate and role placement data from your onboarding system or workflow tool, then outputs payment and invoice records that feed into your accounting or financial management platform. The data typically flows in one direction: candidate information and role assignments trigger corresponding payment and billing records, which are then synced to downstream systems. Integration requires mapping fields from your source tool (candidate name, role details, placement dates) to Finity Pay and Bill's required fields.

Question 3

What are common problems when automating Finity Pay and Bill workflows?

Accepted Answer

Mismatched candidate or role IDs between your onboarding tool and Finity Pay and Bill can break the link between payments and invoices, creating orphaned records. Incomplete onboarding data (missing candidate details, undefined role information, or absent placement dates) may prevent Finity Pay and Bill from generating valid payment and invoice records. Changes to candidate status or role assignments after initial placement are not always reflected automatically, so you may need separate automation to handle updates or cancellations.

Question 4

How should I organize Finity Pay and Bill to make automations reliable?

Accepted Answer

Establish consistent naming and ID standards for candidates and roles before automation runs, so they match exactly between your onboarding source and Finity Pay and Bill. Create required custom fields or data structures in Finity Pay and Bill that match what your onboarding tool provides (placement dates, role codes, candidate identifiers). Test automation with a small batch of records first to verify that payments and invoices are generated correctly, then monitor for mismatches or missing data on an ongoing basis.

Automate the manual work in Finity Pay and Bill

Finity Pay and Bill by the numbers

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Reconciling Finity Pay and Bill transactions manually

Duplicate bill entries in Finity Pay and Bill

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Exporting Finity Pay and Bill data for tax prep

What you can automate in Finity Pay and Bill

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Tools commonly connected to Finity Pay and Bill

Finity Pay and Bill Automation questions

Ready to automate your work in Finity Pay and Bill?