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Order to Cash Automation for B2B Businesses | Cloudfy Order to Cash Automation for B2B Businesses | Cloudfy

Simplify Your Entire B2B Order-to-Cash Process with Cloudfy

From first quote to final payment, Cloudfy unifies every step of your commerce process empowering enterprise businesses to automate workflows, accelerate cash flow, and deliver a seamless customer experience.

What is Order-to-Cash and Why It Matters

The Order-to-Cash (OTC or O2C) cycle is the heartbeat of every B2B business, the process that connects sales, fulfilment, invoicing, and payment collection.

But in complex enterprise environments, this process often spans multiple systems, spreadsheets, and departments. The result? Delays, errors, and frustrated customers.

Cloudfy changes that.

Built for enterprise B2B from the ground up, Cloudfy connects every part of the commerce process into a single, intelligent SaaS platform, from quote creation to order fulfilment to invoice payment, giving you real-time visibility and complete control. 

End-to-End Visibility. Enterprise-Grade Efficiency.

With Cloudfy, every stage of your O2C cycle is optimised for speed, accuracy, and scalability. 

Cloudfy’s Order-to-Cash Capabilities: 

  • ERP & Back-Office Integration: Real-time synchronisation of inventory, pricing, and customer data with leading ERP systems including SAP, NetSuite, and Microsoft Dynamics. 
  • Customer Self-Service Portal: Give clients full visibility of their orders, invoices, and payments, reducing admin and improving satisfaction. 
Enterprise-Grade Efficiency | Cloudfy B2B Ecommerce Platform
Enterprise-grade B2B commerce platform by Cloudfy

Built for B2B Complexity, Without the Complexity

Unlike consumer platforms retrofitted for B2B, Cloudfy was engineered from day one for enterprise-grade commerce. 
That means: 

  • Every workflow, rule, and integration is designed for B2B logic. 
  • No need for manual data re-entry or costly middleware. 
  • Your systems, teams, and customers stay connected in real time. 
Cloudfy brings it all together, quote, order, fulfilment, invoice, and payment in one unified digital ecosystem. 

Integration Power That Sets Cloudfy Apart

Seamless integration is at the heart of Cloudfy’s Order-to-Cash advantage. 
With deep technical expertise and pre-built ERP connectors, Cloudfy easily integrates into even the most complex enterprise IT environments. 

Supported Integrations: 

  • SAP XI and Cloudfy Interaxxions Middleware 
  • NetSuite, Microsoft Dynamics, Sage, and more 
  • Custom connections via API, ODBC, SQL Replication, SFTP, and XML 

Whether you’re connecting finance, logistics, or CRM systems, Cloudfy ensures data consistency and operational harmony across every touchpoint. 

Seamless ERP integration with Cloudfy B2B ecommerce platform

RECOGNITION AND AWARDS

Automation That Delivers Results

Faster Orders. Fewer Errors. Stronger Cash Flow. 

Cloudfy automates every step of your commerce process to eliminate delays and manual bottlenecks: 

  • Automatic order creation and validation 
  • Real-time invoice generation 
  • Payment and credit reconciliation 
  • Exception alerts and reporting dashboards 

The result: reduced DSO, faster revenue recognition, and happier customers. 

Ecommerce automation solutions by Cloudfy for seamless B2B operations
Enterprise-level security and compliance with Cloudfy B2B ecommerce platform

Enterprise-Level Security and Compliance

With certifications including ISO 27001, ISO 9001, GDPR compliance, and PCI DSS, Cloudfy ensures that every transaction and every customer interaction meets global security and privacy standards. 

You can confidently manage high-value B2B transactions knowing your data, and your customers’ data, are protected by enterprise-grade safeguards. 

Proven Success Across Global Enterprise Brands

Cloudfy’s Order-to-Cash process is trusted by enterprise organizations across manufacturing, distribution, logistics, and retail. 

Trusted by: 

  • UPS – streamlining global operations with middleware integration. 
  • CITB – digital transformation of training and payments. 
  • Ireland’s leading logistics provider – enabling seamless order and invoicing workflows. 
Global enterprise brands powered by Cloudfy B2B ecommerce platform

“Great work by the Cloudfy team launching our B2B portal in record time.” 

Order-to-cash transformation with Cloudfy B2B ecommerce platform

Why Cloudfy for Your Order-to-Cash Transformation

Cloudfy gives enterprise B2B businesses: 

  • Streamlined operations and improved cash flow. 
  • Lower total cost of ownership 
  • Faster time-to-value with rapid deployment 
  • Enterprise performance made refreshingly simple. 

Take Control of Your Commerce Process

Transform your Order-to-Cash cycle with Cloudfy, the enterprise platform purpose-built for B2B efficiency, integration, and growth. 

Frequently Asked Questions

Order-to-Cash is the end-to-end commerce process that runs from quote and order capture through fulfilment, invoicing, payment and accounts receivable. In B2B, this includes CPQ/quoting, multi-tier pricing, approvals, PO handling, invoicing on account and reconciliation ,  all with ERP connectivity and auditability. Cloudfy B2B Ecommerce Software 

Cloudfy provides a built-in Quote-to-Cash framework and CPQ capabilities to generate accurate quotes, apply customer-specific pricing and discounts, capture approvals, and convert quotes to orders, all automatically feeding downstream order and billing processes. 

Cloudfy offers deep, pre-built connectors and integration services for major ERPs including SAP (S/4HANA, ECC, Business One), Oracle, Microsoft Dynamics, NetSuite, Sage, and legacy systems. Integrations can be extended or customised via API, ODBC, SQL replication, SFTP and middleware (e.g., SAP XI / Cloudfy Interaxxions).  

 

Cloudfy includes an invoice payment portal for customers to view, download and pay invoices online, supports “on account”/credit terms, and integrates with payment gateways and payment providers (tokenisation, recurring billing). Cloudfy pushes payment processing to PCI-Level 1 providers and performs regular security scans.  

Yes Cloudfy automates order creation/validation, invoice generation, payment reconciliation and exception handling. Automation reduces manual re-entry, speeds cash collection and lowers operational cost across the O2C cycle.  

Cloudfy supports customer-specific catalogues and pricing rules, bill-of-materials ordering, serialized inventory tracking and advanced order management so enterprises can sell complex assemblies, manage warranty/lot tracking and keep fulfilment accurate 

Cloudfy works with middleware (SAP XI, Cloudfy Interaxxions), direct API integrations, file-based transfers (SFTP, XML), ODBC/SQL replication and EDI/PunchOut where needed ,  allowing flexible integration without forcing a rip-and-replace of existing systems.  

By automating invoice delivery, enabling online invoice payment, improving order accuracy and synchronising AR data with ERP in real time, Cloudfy accelerates cash collection and reduces DSO via faster billing cycles and fewer disputes 

Customer portals allow clients to place orders, access order history, download invoices, pay invoices online, manage account users and reorder ,  reducing manual service desk workload and improving buyer experience. 

Cloudfy includes configurable multi-level authorisations and approval workflows to enforce corporate purchasing rules, internal sign-offs and bespoke order acceptance logic before orders are fulfilled or invoiced. 

Yes. Cloudfy emphasises enterprise security (firewalls, IDS, continuous updates), participates in daily PCI scans and defers card processing to PCI Level 1 processors. It supports GDPR and global privacy controls and operates in ISO-aligned hosting environments. 

Timelines vary by complexity (ERP integrations, custom CPQ rules, multi-storefronts). Cloudfy emphasises rapid deployment with pre-built connectors and “done-for-you” integrations, many enterprise projects achieve fast initial value via phased rollouts and iterative integrations. Ask Cloudfy for a project estimate based on your ERP and scope. 

Yes, Cloudfy supports multi-currency, multi-warehouse, multi-storefront and multi-language configurations, enabling enterprises to run regional storefronts and centralized fulfilment without separate platforms. 

Cloudfy is extensible via its API, extensions marketplace (payment and marketplace connectors), custom integration options and configurable business administration tools ,  enabling bespoke payment terms, unique order flows or integration to specialty back-office systems.

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The Order-to-Cash Transformation Playbook