Why Finance Automation Matters in Automotive
SalesPartner Finance centralizes deal, stock cost, payments, and invoicing data so you close
the month faster — and trust the numbers.
Key Automation & AI-Assist Features
Feature | What It Does | Impact |
|---|---|---|
🧮 Margin Calculator | Combines vehicle cost, transport, prep, discounts, incentives, campaigns & FX to show real gross/net margin per VIN or deal. | Accurate profitability decisions. |
💱 FX Conversion Engine | Daily rate feed (ECB or custom); locks deal at accepted date; shows FX gain/loss on billing. | Multi-currency clarity. |
🔁 Payment Mapping & Reconciliation | Auto-matches bank lines to invoices, deposits, and contract IDs; handles split customer/insurance payments. | Saves hours; reduces posting errors. |
🧾 Automated Invoicing | Triggered at deal stage (Reservation, Delivery, Service completion); pulls data from Offers/Contracts. | Faster billing, fewer errors. |
🧷 Deposit Tracking & Roll-Forward | Track deposit, top-up, final payment; apply to corrected invoices automatically. | Eliminates lost deposits. |
🧮 Tax & VAT Profiles | Country-specific VAT, differential tax for used cars, export handling. | Compliance ready. |
🧠 (Roadmap) AI Margin Anomaly Detector | Flags vehicles with abnormal cost/margin variance vs. peer set. | Early loss prevention. |
🔮 (Roadmap) Cash Flow Forecast | Predicts cash in/out based on pipeline, stock financing & service jobs. | Proactive financial planning. |
Core Finance Modules
Module | Highlights |
|---|---|
Invoice Engine | Generate pro-forma, down payment, final invoices; batch or per deal. |
Payment Import | Bank statement parser (MT940, CAMT, CSV); payment provider API hooks. |
Reconciliation Rules | Match by amount, VIN, contract no., customer name, tolerance; learning rules improve over time. |
Margin Workbench | Drill margin by unit, brand, campaign, sales rep; include rebates & flooring interest. |
FX & Tax Tables | Auto-updated rates; per-market tax config; override allowed w/ approval. |
Accounting Export | Map to GL codes; push to SAP, Nav, QuickBooks, Xero, custom ERP. |
Split Billing | Customer / finance company / insurance / fleet split; percent or fixed. |
Document Linkage | Contracts, delivery docs, credit approvals attached to each transaction. |
Role-Based Value
Role | What They See | Why It Matters |
|---|---|---|
Sales Rep | Deposit status, balance due at delivery. | No missed payments. |
Finance Manager | Outstanding AR, invoice aging, unmatched payments. | Faster close. |
CFO / Controller | Margin ladder, FX exposure, tax liability. | Accurate P&L. |
Dealer Principal | Profit per rooftop / brand; discount leakage. | Strategic control. |
Importer / Network | Consolidated margin + FX across dealers. | Group-level reporting. |
Integrations
Bank file imports (MT940, CAMT.053, CSV) • PSP / card gateway reconciliation • OEM funding / captive finance upload • ERP sync (SAP, Microsoft Dynamics NAV/BC, Oracle, QuickBooks, Xero) • Tax APIs (EU VAT, local codes) • BI exports to Reporting & Analytics module
Frequently Asked Questions
Can we push journal entries to our ERP?
Yes — GL mapping templates; scheduled or event-based export.
What if a payment amount doesn't match an invoice?
Goes to “Exception Queue”; system proposes best match using fuzzy logic.