Sanka | Back office for AI agents

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Let Claude and Codex to safely handle CRMs, quotes, invoices, POs, inventory, and accounting
with simple permissions, approvals, and logs.

Claude and Codex execute quotes, invoices, orders, inventory, and accounting with permissions, approvals, and logs.

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Setup takes 1 minute. No credit card required.

Trusted and used by 1,000+ smart companies.

Save significant time and cost on back office.

Move Acme from deal to approved quote.

Claude / Codex

Sanka

Executed byEmily Carter

Permissionquote:create, inventory:reserve

ApproverMichael Bennett

ChecksMargin, stock, tax rules passed

Audit logSaved with actor and reason

CRMCommerceMessagesFiles+ many more

ResultQuote drafted, approval requested, log saved.

Products

Back Office Native
to AI Agents

Make your AI-powered operations safer, more efficient, and more seamless.
Unlock exceptional productivity across sales, finance, and management.

Logs, Permissions & Approvals

Track every action, enforce user permissions, and route approvals before execution.

One back office

Provide quotes, invoices, purchase orders, inventory, and accounting in one system.

Seamless integrations

Connect HubSpot, Shopify, Stripe, Salesforce, and more without switching tools.

SankaRun back-office work from Claude or Codex, then review and approve it in Sanka.

Quote Approval & CPQCreate quotes through AI agents, run checks, and route approvals.Cash ApplicationUpload payment files, create payment records, and match invoices.Expense ApprovalTurn receipts and invoices into expense claims with approval routing.Web Review & ApprovalReview AI-created work, edit details, approve exceptions, and monitor logs.

Sanka for HubSpotTurn HubSpot deals into quotes, orders, invoices, and accounting-ready records.

Estimates & CPQPricing, discounts, approvals, and quote generation from deal data.Orders & InventoryConvert won deals into orders, allocations, and stock movements.Invoices & SubscriptionsIssue one-time, recurring, and usage-based invoices.RevRec & Deferred RevenueRecognize revenue from billing schedules and subscription periods.Accounting SyncPrepare journal-ready records from CRM, invoices, and payments.

Sanka for SalesforceExtend Salesforce opportunities into governed order-to-cash operations.

Opportunity to OrderCreate order records from Salesforce opportunity, account, and product data.Pricing & ApprovalsControl discount rules, approval routes, and audit trails.Billing & CollectionsGenerate invoices and track collection status from sales records.Forecasts & ReportsReport on pipeline, orders, revenue, and operational status together.Accounting SyncTranslate Salesforce-backed transactions into accounting-ready data.

Customers

Trusted by smart back office teams.

From 10-person ops teams to Fortune 500 finance organizations.

Retail, Wholesale & Trading

IT & Services

Manufacturing & Makers

Pizzahut

Before using Sanka, we were doing all reporting manually. After installing Sanka, these tasks were automated and daily operations became much easier.

Colopl

Sanka is our trusted partner who commits from the same perspective as our team and supports projects end-to-end.

Get Started with Sanka

Setup takes 1 minute. No credit card required.

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