Billy

Connect Stripe to Billy via native integration.

Map Stripe metadata to Billy income accounts.

Set up automatic invoice generation upon successful payment.

Configure automated VAT calculation for EU customers.

Employees upload photos of receipts via Billy Mobile App.

AI OCR extracts date, merchant, and amount.

Manager approves the digital expense in the dashboard.

Billy triggers a bank payment or exports to payroll file.

Integrate Shopify/WooCommerce with Billy.

Enable the Global VAT Engine in Billy settings.

System automatically tags each sale with the correct country VAT rate.

Generate a single OSS-ready report for tax filing at quarter-end.

Assign project tags to all time-tracking and expense entries.

Link supplier invoices to specific project codes.

Review the 'Project Overview' dashboard to see margins.

Automate final project billing based on accrued costs.

Store all digital original documents attached to their ledger entries.

Provide read-only access to auditors.

Generate automated audit trails for every transaction modification.

Export the complete General Ledger in standard SAF-T format.

Set up a 'Gentle' dunning reminder for 3 days post-due date.

Automate a 'Firm' reminder with late fees for 14 days post-due date.

Configure auto-transfer to a collection agency for 60-day defaults.

Update the ledger automatically when payments are eventually recovered.

Input initial stock levels and unit costs into Billy.

Sync sales channels to automatically decrement inventory accounts.

Record new stock purchases through AI OCR expense scanning.

Run the 'Inventory Valuation' report to reconcile with the Balance Sheet.