Visma eAccounting + Float Integration

Integrate Float to Visma eAccounting in one click, or tell Integrately AI how you want each project handled. Track billable hours, generate invoice drafts, notify your finance team, and keep your accounting updated instantly.

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1.
  • Visma eAccounting
    Purchase invoice draft is created in Visma eAccounting
  • Visma eAccounting
    Order is created in Visma eAccounting
  • Visma eAccounting
    Article is created in Visma eAccounting
  • Visma eAccounting
    Customer is created in Visma eAccounting
  • Visma eAccounting
    Supplier is created in Visma eAccounting
  • Visma eAccounting
    Purchase invoice is created in Visma eAccounting
  • Visma eAccounting
    Sales invoice is created in Visma eAccounting
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
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2.
  • Visma eAccounting
    Search order by customer name in Visma eAccounting
  • Visma eAccounting
    Search article by name in Visma eAccounting
  • Visma eAccounting
    Create customer in Visma eAccounting
  • Visma eAccounting
    Create article in Visma eAccounting
  • Visma eAccounting
    Search customer in Visma eAccounting
  • Visma eAccounting
    Create supplier in Visma eAccounting
  • Visma eAccounting
    Create draft order in Visma eAccounting
  • Visma eAccounting
    Search supplier in Visma eAccounting
  • Visma eAccounting
    Search sales invoice by custome name in Visma eAccounting
  • Visma eAccounting
    Create sales invoice draft in Visma eAccounting
  • Visma eAccounting
    Create purchase invoice draft in Visma eAccounting
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float

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Ready Workflows Ready Workflows for Float + Visma eAccounting Integration

Generate invoice drafts, create customers from new clients, update project records, alert your team, and track financials, all in just one click.

Most popular automationmost-popular-automations
Visma eAccounting + Float Integration

Create Float person from new Visma eAccounting contact

If you're using Visma eAccounting and Float to track time for your projects, you'll want to make sure that the contact you create in Visma eAccounting is also created as a person in Float.

This will ensure that time tracked for that contact is attributed to the correct person in Float, and that you can easily generate reports and invoices for them.

But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + Visma eAccounting flow

Streamline billable hours and financial management by connecting your project planning with communication, task tracking, and data storage tools. Pick a combination and activate it in one click.

Visma eAccounting
Float
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AsanaAsana (8)
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ClickUpClickUp (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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HubSpotHubSpot (8)
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GmailGmail (8)
F
V
A
When a project is created in Float, create a sales invoice draft in Visma eAccounting and add a task in Asana.
New Float projects automatically generate a Visma eAccounting sales invoice draft and an Asana task, eliminating manual tracking.
V
F
A
When a customer is created in Visma eAccounting, create a client in Float and open a tracking task in Asana.
Visma eAccounting customers immediately appear as clients in Float with an assigned task in Asana.
F
V
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When logged time is updated in Float, update the Visma eAccounting invoice draft and update the task in Asana.
Logged time updates in Float automatically adjust your Visma eAccounting invoice draft and Asana task status.
F
V
A
Create an Asana task for every Float task created, and search the customer in Visma eAccounting.
Every new task in Float creates an Asana task while verifying customer details in Visma eAccounting.
V
F
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If a sales invoice is created in Visma eAccounting, create a project in Float and set up milestones in Asana.
New Visma eAccounting sales invoices trigger project creation in Float and milestone tracking in Asana.
F
V
A
When time off is created in Float, update the Visma eAccounting customer record and notify the team in Asana.
Team time off updates customer scheduling notes in Visma eAccounting and posts a task update in Asana.
F
V
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Use ChatGPT to summarise project requirements from Float, create a Visma eAccounting invoice draft, and create subtasks in Asana.
ChatGPT processes Float project notes to build Visma eAccounting invoice drafts and detailed Asana subtasks.
V
F
A
S
When a purchase invoice is created in Visma eAccounting, create a project in Float, set up an Asana task, and notify Slack.
Purchase invoices in Visma eAccounting trigger a Float project, an Asana task, and a Slack alert.

Supported triggers and actions for Visma eAccounting and Float

Mix and match to build the exact automation you need

Visma eAccounting
Visma eAccounting Triggers & Actions
Purchase invoice draft is created in Visma eAccounting
Triggers when a new purchase invoice draft is created
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Order is created in Visma eAccounting
Triggers when a new order is created
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Article is created in Visma eAccounting
Triggers when a new article is created
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Customer is created in Visma eAccounting
Triggers when a new customer is created
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Supplier is created in Visma eAccounting
Triggers when a new supplier is created
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Purchase invoice is created in Visma eAccounting
Triggers when a new purchase invoice is created
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Sales invoice is created in Visma eAccounting
Triggers when a new sales invoice is created
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Search order by customer name in Visma eAccounting
Search for articles
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Search article by name in Visma eAccounting
Search for articles
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Create customer in Visma eAccounting
Create a new customer
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Create article in Visma eAccounting
Create a new article
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Search customer in Visma eAccounting
Search for customers
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Create supplier in Visma eAccounting
Create a new supplier
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Create draft order in Visma eAccounting
Create a new draft order
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Search supplier in Visma eAccounting
Search for suppliers
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Search sales invoice by custome name in Visma eAccounting
Search for Sales invoice
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Create sales invoice draft in Visma eAccounting
Create a new sales invoice draft
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Create purchase invoice draft in Visma eAccounting
Create a new purchase invoice draft
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Float
Float Triggers & Actions
Task is created in Float
Triggers the automation when a new task is created
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Logged time is created in Float
Triggers the automation when a log time is created
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Logged time is updated in Float
Triggers the automation when a log time is modified
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Person is created in Float
Triggers the automation when a new person is created
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Project is created in Float
Triggers the automation when a new project is created
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Client is created in Float
Triggers the automation when a new client is created
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Time off is created in Float
Triggers the automation when a time off is created
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Department is created in Float
Triggers the automation when a new department is created
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Create task in Float
Creates a new task
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Search task in Float
Searches for a task
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Update task in Float
Updates the task with new information or changes
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Create project in Float
Creates a new project
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Search project in Float
Searches for a project
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Create logged time in Float
Logs a new time entry
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Update logged time in Float
Updates the logged time entries
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Search logged time in Float
Searches for logged time
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Create client in Float
Generates a new client profile
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Create time off in Float
Creates a new time off entry
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Create person in Float
Generates a new person
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Create milestone in Float
Creates a milestone to track progress
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Create department in Float
Generates a new department within the organization
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What can you automate with Float + Visma eAccounting?

Connect your resource scheduling and accounting operations to eliminate manual data entry and streamline billing workflows.

What you can automate?
โšก
Generate sales invoice drafts from new Float projects
Automatically create a Visma eAccounting sales invoice draft the moment a new project is created in Float, eliminating manual data entry between your scheduling and finance tools.
๐Ÿ‘ฅ
Sync customers and clients across platforms
Map customer records between Visma eAccounting and Float so new clients created in your accounting tool instantly populate your resource scheduling directory.
โฑ๏ธ
Keep time tracking and billing aligned
Update your accounting records automatically whenever team members log time or update billable hours in Float, ensuring accurate invoicing.
๐Ÿ”€
Route workflows based on project budget fields
Trigger distinct accounting actions and team notifications depending on the budget tier or custom fields submitted in your Float project briefs.
๐Ÿ”„
Keep project records updated in real time
Reflect changes in project schedules, tasks, and team allocations across both Float and Visma eAccounting instantly without manual intervention.
๐Ÿ”
Search and verify records to prevent duplicates
Check existing customers and sales invoices automatically before creating new records, maintaining clean financial data.
๐Ÿ“‹
Handle purchase invoices and order updates
Automate operational responses when new purchase invoices or customer orders are created in Visma eAccounting, keeping your scheduling team in the loop.
๐Ÿ’ฌ
Extend your workflow with messaging apps
Connect Slack or Gmail to your core Float and Visma eAccounting pipeline to notify your finance and management teams the moment invoices or projects are created.
And much more...

Who is Float + Visma eAccounting integration for?

Connecting resource scheduling with financial accounting empowers finance, operations, and project teams to automate billing and eliminate manual data entry errors.

Finance directors
Finance directors
Project managers
Project managers
Account managers
Account managers
Operations leads
Operations leads
Billing specialists
Billing specialists
Resource schedulers
Resource schedulers
๐Ÿ“ˆ
Finance directors
You review financial reports and revenue forecasts, but your accounting records lag behind project schedules because invoices are created manually, leaving your monthly revenue numbers incomplete โ€” with this integration, every new project automatically generates a sales invoice draft and keeps your financials accurate.
โšก
Project managers
You track billable hours and team capacity in Float, but your accounting team spends hours cross-referencing timesheets with Visma eAccounting to draft invoices, causing delayed billing cycles โ€” with this integration, every logged time update flows straight into your accounting workflow.
๐Ÿค
Account managers
You coordinate client deliverables and onboarding schedules, but client details entered in your CRM or scheduling app take days to reach your accounting software, leading to mismatched customer records โ€” with this integration, new clients and customers sync instantly across platforms.
๐Ÿ“Š
Operations leads
You manage complex team allocations and resource schedules across multiple accounts, but administrative handoffs between scheduling and invoicing lead to missed billable items โ€” with this integration, automated workflows ensure every project and task is accounted for.
๐Ÿงพ
Billing specialists
You prepare customer invoices based on completed project milestones, but manual data transcription between scheduling tools and accounting software introduces costly mistakes โ€” with this integration, invoice drafts are generated instantly upon project creation.
๐Ÿ—“๏ธ
Resource schedulers
You plan team capacity and manage project timelines in Float, but missing purchase invoices or customer updates disrupt your planning cycle โ€” with this integration, customer and project records stay perfectly synchronized between accounting and scheduling.
Our team

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Why choose Integrately to automate Visma eAccounting + Float

Build and manage your Visma eAccounting + Float automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Visma eAccounting + Float with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Float to Visma eAccounting?
Frequently Asked Questions
You can connect Float to Visma eAccounting in 1 click using ready-made templates on Integrately. Select your trigger, connect your accounts, and let Integrately AI handle the setup.
Can I automatically create Visma eAccounting invoice drafts when a new project is created in Float?
Frequently Asked Questions
Can I connect Float, Visma eAccounting, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and Visma eAccounting?
Frequently Asked Questions
How does Float handle project and time tracking data in this integration?
Frequently Asked Questions
How does Visma eAccounting manage customer and invoice data here?
Frequently Asked Questions
Do I need coding skills to automate Float and Visma eAccounting?
Frequently Asked Questions
Is the Float and Visma eAccounting integration free?
Frequently Asked Questions
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You Can Also Connect Float or Visma eAccounting With 1500+ Other Apps

Float
Popular Float Integrations
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Visma eAccounting
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Sync Visma eAccounting with payment processing, inventory, and reporting tools to keep your business finances working across your stack.