The low-code Tray Platform makes it simple for finance and accounting teams to lead with automation, accelerating order-to-cash, supercharging invoicing, and speeding up financial planning and reporting.
Easily connect and integrate any application and automate any process with drag and speed and ease. Tap into a vast connector library that reaches across ERPs, subledgers, and CRMs, and a visual workflow builder that makes it simple to automate any process visually.
Use low-code automation to create workflows that instantly route closed orders from your CRM directly into your ERP. The Tray Platform connects to all major CRM and ERP apps to automate your O2C process, sync customer and order information, and manage approvals as needed with a full audit trail. Read more
Automate any task in your accounts receivable process. Auto-notify customers when a purchase order is required on an invoice. Build an intelligent, automated dunning process to reduce DSO. Create workflows that automate cash application, matching payments to corresponding invoices and accounts.
Cut out the spreadsheets and manual data formatting. Tray Platform can auto-flow data from your ERP to your analytics tools and FP&A applications instantly, enabling finance teams to spend more time analyzing and forecasting.
Use the Tray Platform platform to automate any financial close task, from reconciling accounts to matching transactions and even posting journal entries to your ERP based on flexible business rules.
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