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CRM Accounting Integration
Every deal,billed without retyping
We connect your CRM to your accounting system, so a won deal becomes an invoice without retyping, payment status appears where sales can see it and both teams work from one list of customers.
Sales knows what was sold and finance knows what was paid, and a growing company cannot afford for those to be two separate stories.
Sales and finance working from the same record
- 01Deals to invoices
- 02Payments visible
- 03One customer list
CRM accounting integration links the system where deals are won to the system where money is recorded. When a deal closes, the customer, line items, prices and terms are sent to accounting as a draft invoice or sales order. Invoice numbers, due dates, payments and overdue balances return to the CRM, where account managers can see them. Customer details are matched, so one company is not two records.
It suits companies where finance retypes deals from the CRM, or where sales cannot tell whether a customer has paid before calling them again. The decisions matter more than the connection. Which system creates a customer, who may change a price after the deal is won, how credit notes and part payments appear, and how taxes and currencies are mapped. Your accountant is part of those decisions from the start.
Talk to us about your projectCapabilities, End to End
What It Looks Like When It Ships
From Kickoff to Launch
We follow several real deals from the moment they are won to the payment in the bank, with a salesperson and your accountant, noting every point where something is typed again.
Which system creates customers and products, what finance may change after a deal closes, and how taxes, currencies and credit notes are treated are decided and written down.
The connection is built against test copies of both systems and run with a sample of past deals, and the invoices it produces are compared with those finance actually issued.
New deals flow through the integration while finance reviews each draft at first, then review is relaxed for standard deals once the results have matched consistently.
Built for Teams Like Yours
What buyers ask before they start
If yours is not here, ask us directly. The first conversation is free and useful whether or not we work together.
Book a callOften there is a ready-made connector, and it is the first thing we evaluate. Connectors handle simple cases well, such as sending a contact and a one-line invoice. Custom integration is worth its cost when your deals have complex lines, several tax treatments, part invoicing, approval steps or data that the connector does not carry. We test the connector against your hardest deal before advising.
Usually the CRM, since that is where a relationship begins, with accounting receiving the customer when the first deal is won. Finance then owns the fields it is responsible for, such as tax number, payment terms and credit limit. What matters is that each field has one owner. We write that down as a table and both teams agree it before anything is built.
Technically yes. We advise starting with drafts that finance reviews and issues, because an incorrect invoice sent to a customer is awkward to undo and may have tax consequences. Once drafts for standard deals have matched what finance would have issued over a sustained period, automatic issue can be switched on for those, with unusual deals still held for review.
They see what you decide. Typically that is invoice status, amounts outstanding and whether an account is overdue, which is enough to manage the relationship. Bank details, margins and the wider ledger stay in accounting. Access follows the roles in your CRM, so a representative sees the standing of their own accounts and a manager sees the team's.
By explicit mapping. Each CRM product is tied to an accounting item with its tax treatment, and each deal carries the customer's tax status and currency. Exchange rates and rounding follow the accounting system, which remains the authority for anything statutory. Invoice requirements differ by country, so your accountant confirms the rules and we build the mapping to match them.
