Wire Transfer

The Wire Transfer Flow Template is used by finance and accounting departments to speed up sales and accounting processes as well as ensure paperwork accuracy.

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Take Advantage of a Pre-Built Workflow to Automate Your Business Processes

By automating the Wire Transfer Flow Template, companies complete routine operations ten times faster and far more accurately. Accounting specialists don’t have to waste their time on repetitive manual routines. Instead, these are done by Bots which can be configured without a single line of code. Check out the benefits you get by automating your workflow with airSlate:

  1. Collect the data you need quickly and accurately.
  2. Control access to sensitive documents and track all changes.
  3. Optimize staff working hours with logic-driven document routing.
  4. Get collected data exported to your CRM without errors and data loss.
  5. Easily collaborate with your team and edit documents in a single workspace.

The Wire Transfer Flow Template simplifies accounting tasks and helps your team achieve strategic goals faster. Now you have an automated end-to-end workflow at your fingertips, and it doesn’t require any special knowledge to get started.

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Pre-fill Wire Transfer fields from a CRM, Spreadsheet or database records

Extract data from Wire Transfer to a CRM, Spreadsheet or database

Archive Wire Transfer to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Wire Transfer workflow

Spend an average of 10 minutes to complete a Wire Transfer document

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No-code automation, integrations, configuration and distribution of Wire Transfer

  • Add additional fillable fields to Wire Transfer

    Workflow document feature example Workflow document feature example

  • Embed fillable Wire Transfer in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Wire Transfer

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Wire Transfer

    Workflow document feature example Workflow document feature example

  • Request attachments for Wire Transfer from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Wire Transfer with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Wire Transfer

    Workflow document feature example Workflow document feature example
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Deploy any business process with an all-in-one no-code automation platform.
Robotic process automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
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Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Advanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
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Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
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Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

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HOW iT WORKS

How to Wire Transfer

Watch our quick user guide video and learn how to use the Wire Transfer. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Wire Transfer

is a method of transferring money from one account to another, often used for large transactions such as real estate purchases or international business transactions. Unlike ACH transfers, wire transfers generally have higher limits but come with a fee. To initiate a wire transfer, you need to provide additional information such as the recipient's address, account number, routing number, and a reason for the transfer. Some banks may also request your driver's license for verification purposes. Once a wire transfer is initiated, it cannot be stopped, so it is important to double-check all the information before submitting the form. Wire transfers move the money to the bank's reserve before transferring it to the specified account, ensuring that the funds cannot be held for insufficient funds. When wiring money internationally, the transaction is monitored by the foreign assets control to prevent illegal activities like financing terrorist organizations or money laundering. They also have the authority to freeze accounts and open investigations if they find anything suspicious. Overall, wire transfers offer peace of mind for both the sender and the recipient of the funds.
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