45 hours of manual invoicing a week, now automated
A large accounting firm came to us with one client that was taking up a big part of their team's week. We connected Stripe to Merit for them. Now every sale arrives in Merit as a correct sales invoice.
The problem
The firm's client sells online and takes payments through Stripe. Every sale had to become a sales invoice in Merit Aktiva, and the accountants entered them by hand.
Each invoice needed its own decisions:
- For business buyers, check the VAT number in VIES and apply reverse charge.
- If the buyer was not in Merit yet, create the counterparty. There were 100 of them.
- For consumers in other EU countries, apply that country's VAT rate under OSS. There were 13 countries.
- Pick the right article, tax code and account, then double-check everything.
What we built
We wrote an integration between the Stripe API and the Merit API, set up for this client's rules. It does the same steps the accountants did, in the same order.
| Step | Before, by hand | Now, with Vooly |
|---|---|---|
| Get the sales | Export from Stripe, open the file | Pulled from Stripe via API |
| B2B or B2C | Read each sale and decide | Classified automatically |
| VAT number | Check in VIES one by one | Checked in VIES for every B2B sale |
| Counterparty | Search Merit, create if missing | Created in Merit if missing |
| VAT rate | Look up the rate for each of 13 countries | OSS rate applied by buyer country |
| Invoice | Type it into Merit | Sales invoice created via Merit API |
| Control | Re-check every line | Review the log, fix only the exceptions |
What the team sees
in stripe 249.00 EUR Kessler GmbH, DE VIES DE 811 907 980 valid rule B2B · reverse charge 0% out Merit · sales invoice created in stripe 39.00 EUR private buyer, FR rule B2C · OSS France 20% out Merit · sales invoice created in stripe 39.00 EUR private buyer, PL rule B2C · OSS Poland 23% out Merit · sales invoice created
Illustrative log. Names and amounts are examples, not the client's data.
The accountants no longer type these invoices. They review the log and handle the few sales that need a decision.
The integration is now part of Vooly. Any firm with a Stripe client can switch it on.
Have a client like this?
Show us what your team enters into Merit or SimplBooks by hand. If the integration exists, we switch it on. If not, we build it.
Book a call