Other integrations Invoicing

Cashplannr × Billit

Cashflow without an accounting suite, powered by Billit.

What does this integration do?

For operators who don't run a classic accounting suite but invoice cleanly through Billit. Cashplannr connects directly to Billit and pulls in your sales invoices, purchase invoices and bank entries to build a live cash position and forecast.

What data do we sync?

Sales invoices (AR)

Outgoing invoices with due dates, payment status and amounts. Foundation for the cash-in projection.

Purchase invoices (AP)

Supplier invoices captured in Billit, for the cash-out projection.

Bank

Bank transactions pulled by Billit, or a separate Ponto link as an extra source.

Customers and suppliers

Lets us recognize patterns per counterparty (slow payers, recurring vendors).

What do you get?

No accounting suite needed

Not running Yuki, Exact or Odoo? With Billit alone you already get a long way in Cashplannr.

Slow payers in view

We automatically detect customers who structurally pay late and reflect that in the forecast.

12+ month forecast

Patterns from your Billit history feed a 24-month cashflow projection.

How to connect?

01

Click 'Connect Billit'

Start the link from your Cashplannr workspace.

02

Authorize in Billit

Log into Billit and grant Cashplannr read access to your invoicing data.

03

Sync runs

History loads, then the sync runs continuously.

Secure & GDPR-compliant

Read-only

We don't write invoices or payments back to Billit.

OAuth

No passwords stored. Access via Billit's own authorization.

EU hosting

Belgian product, EU data, GDPR-compliant.

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