Case Study: Master Electronics automates invoice follow-up with ATAK Interactive and HubSpot

Master Electronics automates 100,000 overdue invoices with ATAK Interactive

Master Electronics, a company managing close to 100,000 open invoices at any given time, faced a significant challenge with its manual, time-consuming collections process for its custom-built ERP system. Their accounting team was overwhelmed by the manual work of tracking down invoice details and contacts, especially for smaller overdue amounts. They partnered with ATAK Interactive to leverage their existing HubSpot integration to automate this follow-up work.

ATAK Interactive built an automated system that syncs only critical data from the legacy ERP to HubSpot, reducing API load. The solution uses HubSpot's transactional email to automatically send personalized collection notices for qualifying overdue invoices, which include the total outstanding balance. This eliminated manual drafting and data lookups for the accounting team. The result provided Master Electronics with a clear, modern interface to manage collections, allowing the team to focus solely on approving automated communications while paid invoices are cleared automatically.

Master Electronics