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BILL

Overview

Connect BILL with K2 GRC to integrate financial operations data with governance, risk, compliance, and business workflows. BILL is a financial operations platform that helps organizations manage accounts payable, accounts receivable, vendors, customers, invoices, and related financial processes. The integration enables K2 GRC to create, retrieve, update, and synchronize bills, invoices, customers, vendors, and associated bank account information. Organizations can use BILL data to support vendor oversight, financial controls, third-party risk processes, audit activities, and other workflows that depend on accurate financial records. K2 GRC can also detect new or updated BILL records on a configured schedule to initiate downstream processes automatically.

Top Capabilities

  • Create and manage bills and invoices
  • Synchronize customer and vendor records
  • Retrieve vendor and customer bank account information
  • Bulk create and update financial records
  • Detect new and updated bills, customers, invoices, and vendors
  • Incorporate vendor data into third-party risk workflows
  • Connect financial records with audit and compliance processes
  • Automate downstream workflows when BILL records change
  • Retrieve and filter financial records for reporting
  • Connect BILL data with other K2 GRC workflows
Images

Supported Automated Tests

  • Create, retrieve, update, and delete bills
  • Bulk create and update bills
  • Create, retrieve, update, and delete invoices
  • Bulk create and update invoices
  • Create, retrieve, update, and delete customers
  • Bulk create and update customers
  • Create and retrieve customer bank accounts
  • Create, retrieve, update, and delete vendors
  • Bulk create and update vendors
  • Create, retrieve, list, and delete vendor bank accounts
  • Filter and list bills, invoices, customers, and vendors
  • Detect newly created financial records
  • Detect updates to existing records
  • Trigger workflows from changes to bills, customers, invoices, or vendors
  • Send custom authenticated requests to the BILL API

Supported Resources

  • Bills
  • Invoices
  • Customers
  • Vendors
  • Customer Bank Accounts
  • Vendor Bank Accounts
  • Bill Records
  • Invoice Records
  • Customer Records
  • Vendor Records
  • Financial Record Changes

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