Stellaxius reduced invoice processing time by approximately 60% and removed duplicated invoice entry between Salesforce and TOConline, enabling Finance to manage billing with fewer manual steps, stronger data consistency and faster access to fiscal documentation in Salesforce.
The automated return of fiscal PDFs improves traceability and supports a smoother monthly closing process, allowing the team to focus on validation, exceptions and higher-value financial work instead of moving information between systems.
"This project made a real difference in our day-to-day work. The integration significantly improved our efficiency and reliability, reducing repetitive tasks and minimizing errors. What was once a manual and error-prone process is now streamlined and much easier to manage."
Stellaxius is a Salesforce Consulting Boutique and a Salesforce, MuleSoft and Tableau Partner focused on helping organisations turn Salesforce investments into measurable business value. Its Advisory Services combine strategy, technical expertise and implementation support across CRM, data and technology architecture.
As Stellaxius continued to grow, the Finance team needed a more efficient way to keep billing accurate, compliant and in a fast way without adding unnecessary administrative work. Invoices were created in Salesforce, but the same information still had to be entered manually in TOConline, the certified invoicing platform used to issue fiscal documents.
Working closely with the Finance team, the solution was redesigned to connect Salesforce with TOConline through an automated integration that issues invoices, retrieves the official fiscal PDF, and stores it back in Salesforce against the correct record.
Before the project, invoice processing relied on repeated manual work across two systems, with Finance creating and scheduling invoices in Salesforce before registering the same information again in TOConline to issue the official fiscal document.
This duplication slowed the billing cycle, increased the risk of inconsistencies between the two systems and added another manual step, as Finance had to download the fiscal PDF from TOConline and upload it back into Salesforce after each invoice was issued.
The impact went beyond day-to-day administration, with manual reconciliation creating friction in monthly closing, reducing confidence in data consistency and limiting the team’s ability to scale billing without adding more effort.
Stellaxius combined Finance’s first-hand knowledge of the billing process with the Integration team’s ability to turn those requirements into a reliable automated workflow.
The new process starts in Salesforce, where an automated routine identifies invoices created and scheduled with an estimated issue date, sends the required information to TOConline through the API and allows each invoice to be issued without manual re-entry.
Once the invoice is generated, the official fiscal PDF is returned automatically to Salesforce and attached to the correct record, giving Finance one place to validate, track and access billing information while keeping TOConline as the certified system for fiscal documentation, always updated and with trustworthy information.
The solution required iterative testing and validation of each step to manage the technical complexity posed by limited TOConline API documentation and to protect accuracy, reliability, and compliance.
The result is a more controlled billing workflow that reduces manual effort while preserving the fiscal safeguards required by the business. It also creates a foundation for the next stage of automation, including receipts and credit note creation.
