Other integrations ERP & orders
Cashplannr × Robaws
Cash planning on your Robaws orders, invoices and quotes.
Cash planning on your Robaws orders, invoices and quotes.
Robaws is the operational heart of many construction companies and installers. Cashplannr connects to Robaws through the official API and reads your sales and purchase orders, your invoices and your quotes. The orders are the main source: they make cash-in and cash-out visible before invoices exist. Per company you choose which data comes from Robaws and which from your accounting.
Orders per customer count as expected cash-in, for the amount that is not invoiced yet. Which order statuses count, and how many days after the order you expect the cash, we set up together with you.
Open purchase orders count as expected cash-out, based on the expected delivery date and your payment term.
Sales and purchase invoices, credit notes included, count as outstanding for the amount that is not paid yet.
Open quotes go into a separate simulation. Quotes that already became an order are not counted twice.
See per confirmed order which cash-in or cash-out you still expect.
An order already contains the agreement. The cash appears in your forecast weeks to months before it is on an invoice.
Robaws for your orders, Exact or another package for your invoices and your bank. Per company you decide which source supplies what, so nothing is counted twice.
Your Robaws administrator creates an API user with read rights on orders, invoices and quotes.
You fill in the access key and the secret of that user. We help you with this.
Per company you indicate what comes from Robaws. After that the sync runs four times a day.
We do not write orders, invoices or quotes back to Robaws.
The API user only sees what you grant it in Robaws, and you can disable it at any time.
Processing and storage within the EU, in line with the GDPR.
Book a 30-minute call. We'll set up the connection together and show you your first cash curve.
