Industry: High Tech / SaaS Services Provided: AR Invoicing Automation, ERP Integration
Salesforce Module: Sales Cloud
ERP Integration: Oracle Fusion Apps via Oracle Integration Cloud (OIC)
Team: Project Manager (1), Solution Architect (1), Developers (2)
Go-Live: TBD
Overview
A leading high-tech company offering subscription-based products sought to automate their Accounts Receivable (AR) invoicing process.
Their Salesforce system managed opportunity closures but lacked a mechanism to automatically trigger invoice creation or synchronize data with Oracle ERP causing inefficiencies and delayed revenue recognition.
Their Salesforce system managed opportunity closures but lacked a mechanism to automatically trigger invoice creation or synchronize data with Oracle ERP causing inefficiencies and delayed revenue recognition.
- Business Challenge
- Our Solution
The client faced several obstacles in managing recurring billing efficiently:
- Manual invoice creation post opportunity closure led to delays and errors
- Oracle ERP lacked built-in subscription billing modules without costly add-ons
- Disconnected systems limited visibility into customer billing and subscription data
Aquarient Technologies designed a custom AR invoicing automation framework using Salesforce Sales Cloud integrated with Oracle Fusion Apps via OIC.
Solution Highlights:
- Automated Invoicing: Configured Salesforce to automatically generate invoices once an opportunity reached Closed–Won status.
- Smart Integration Logic: Developed OIC workflows to send only the current open period’s invoices to Oracle ERP.
- Unified Customer Data: Synchronized Accounts, Contacts, and Sites between Salesforce and Oracle to ensure data consistency.
- Scalable Framework: Built a modular integration foundation to support future subscription enhancements and billing rules.
Why It Matters
This automation bridged the gap between Salesforce CRM and Oracle ERP, empowering finance and sales teams with real-time, accurate billing data.
The client achieved:
- Streamlined recurring revenue operations
- Significant reduction in manual intervention and billing errors
- A scalable foundation for future complex billing logic (multi-tier pricing, renewals, discounts, etc.)
Results & Business Impact
| Outcome | Impact |
|---|---|
| Automated Order-to-Cash Process | Faster, more accurate invoicing and revenue tracking |
| ERP Cost Savings | Eliminated need for expensive subscription billing modules |
| Improved Data Visibility | 360° view of customer subscriptions and invoices |
| Higher Efficiency | Reduced manual billing effort by over 60% |
Next Steps
- Extend AR logic to handle complex subscription scenarios
- Enable automated renewals and upgrade workflows
- Integrate with payment gateways for end-to-end subscription lifecycle management
Technologies Used
- Salesforce Sales Cloud
- Oracle Fusion Apps
- Oracle Integration Cloud (OIC)
- Custom Apex Triggers & Flow Automation
Lorum Epsum
Lorum Epsum: Let’s turn your goals into measurable results.
Lorum Epsum: Whether it’s Salesforce, Data Intelligence, or AI – Aquarient Technologies brings clarity, capability, and commitment to every engagement.
