Rubie / Rillet Playbook Dashboard

Active

Requested

Visual Breakdown

Status Distribution

Category Distribution

Click a bar to see playbooks in that category

Detailed Breakdown

By Status

Active

Requested

By Category

AP Integration

Onboarding Efficiency

Data Migration

Bank Feeds

Close Management Integration

AP/AR Integration

Reimbursement Integration

AR Integration

All Playbooks

Playbook	Status	Category	Description
QBO Migration	Active	Data Migration	Perform vendor, customer, and journal entry migration from QBO to Rillet
QBO Bank Feeds	Active	Bank Feeds	Get bank feed transactions from linked QBO accounts
Bill.com	Active	AP Integration	Extract bills (including PDFs) from Bill.com and sync into Rillet
Revenue Rec Assistant	Active	Onboarding Efficiency	Reconcile offline ARR/deferred revenue with Rillet source of truth
Xero Bank Feeds	Active	Bank Feeds	Get bank feed transactions from linked Xero accounts
Dext Bills	Active	AP Integration	Extract bills (including PDFs) from Dext and sync into Rillet
Tipalti Bills	Active	AP Integration	Extract bills (including PDFs) from Tipalti and sync into Rillet
Zip Bills	Active	AP Integration	Extract bills (including PDFs) from Zip and sync into Rillet
Float Bills	Active	AP Integration	Extract bills (including PDFs) from Float and sync into Rillet
Credit Memos Upload	Active	Onboarding Efficiency	Format and upload credit memos into Rillet
Products Upload	Active	Onboarding Efficiency	Format and upload products into Rillet
Roll Forward Workbook	Active	Onboarding Efficiency	Perform the monthly roll-forward exercise
Contracts Mapping	Active	Onboarding Efficiency	Map non-standard/semi-structured files into the contracts upload template
Floqast	Active	Close Management Integration	Sync closing balances from Rillet into Floqast
Invoice Import	Active	Onboarding Efficiency	Import invoices (and associated Stripe transactions) into Rillet from an upload
Payhawk Bills + Payments	Active	AP Integration	Sync expenses (bills) and bank transactions from Payhawk into Rillet
Rho Bills	Requested	AP Integration	Sync Rho bills/expenses into Rillet
Sage Migration	Requested	Data Migration	Perform historical data migration from Sage to Rillet during onboarding
NetSuite Migration	Requested	Data Migration	Perform historical data migration from NetSuite to Rillet during onboarding
Divvy Bills	Requested	AP Integration	Sync Divvy bills/expenses into Rillet
QBO Open AR/AP	Requested	AP/AR Integration	Sync open AR/AP items from QBO into Rillet
SAP Concur	Requested	Reimbursement Integration	Sync reimbursements from SAP Concur into Rillet
Xero Migration	Requested	Data Migration	Perform historical data migration from Xero to Rillet during onboarding
Rippling Spend	Requested	AP Integration	Sync Rippling card spend/transactions into Rillet
Orb Invoices	Requested	AR Integration	Sync Orb invoices into Rillet
Revolut Transactions	Requested	Bank Feeds	Sync bank transactions from Revolut into Rillet

Rubie Rillet Playbook Dashboard