Every paid BlackLine invoice asks for a review

Everything you need for reviews, with nothing you don't.

  • Live in minutes, no demo
  • Every paid invoice asks for a review
  • Each review credited to the accountant

BlackLine is connected to Reviewflowz. Trigger in BlackLine: paid. A review request is then sent by SMS to the client, and the Google review that comes in is saved on the invoice, credited to the accountant, Megan Holloway.

A review request goes out when an invoice is paid

When an invoice is marked paid in BlackLine, Reviewflowz sends your client a review request. You choose the channel and timing: email, SMS or WhatsApp after the payment.

Nobody on your accounting team sends anything by hand. Your invoice workflow stays exactly as it is.

When an invoice is paid in BlackLine, a review request campaign runs by itself: an SMS one hour later, an email three days later, a WhatsApp message seven days later, until a new 5-star Google review comes in.

The client on the paid invoice gets the link

The request goes to the client on the invoice, using the contact details already in BlackLine. The link opens the review platform where you need reviews most.

Every client is asked the same way. There is no rating pre-screen and no filtering out of anyone.

When an invoice is paid in BlackLine, the client gets an SMS asking how it went, with a link to review it. They tap the link, give five stars and post on Google, and the review lands tied to the invoice and the office: Chicago, Denver, Austin.

Connect BlackLine and start asking

Your next paid invoice sends its first review request.

Each review credited to the accountant on the invoice

Reviewflowz saves each review against the paid invoice and credits it to the accountant who handled that client. Clients never need to remember or spell a name.

You see which accountants turn paid invoices into reviews, person by person.

The invoice in BlackLine records which accountant did the work. The review request carries the invoice, so when the client leaves a five-star Google review with no name in it, it is credited to the accountant and saved back on the same invoice.

BlackLine integration: questions

When does BlackLine trigger a review request?

When an invoice is marked paid in BlackLine, Reviewflowz sends the client a review request by email, SMS or WhatsApp. You set the channel and timing once, and every paid invoice after that follows it.

Who gets asked for a review?

The client on the paid invoice, using the contact details already stored in BlackLine. Every client is asked; there is no rating pre-screen, and the link opens the review platform where you need reviews most.

What happens with invoices that are never paid?

Nothing is sent. Only an invoice marked paid triggers a request, so open or unpaid invoices never reach your clients as review requests.

Can I see which accountants get the best reviews?

Yes. Reviewflowz credits each review to the accountant who handled the client on the invoice, so clients never have to mention a name. You can compare reviews and conversion rate per accountant.

How do I connect BlackLine?

Connect BlackLine from Integrations in Reviewflowz. It takes minutes, is fully self-serve and needs no demo. Past invoices are imported for reporting only, and past clients are never messaged.

What does the BlackLine integration cost?

Reviewflowz is $70 per location per month billed annually, or $80 month to month, with a 14-day trial and no card. Messaging costs $5 per 1,000 emails and $5 per 100 SMS.