AI employee workflow products
Explore Sanka product modules for IT, sales, finance, procurement, HR, billing, inventory, quotes, and approvals.
AI + IT
7AI-native ERP for orders, inventory, purchasing, billing, and accounting
Run orders, inventory, purchasing, billing, and accounting on one AI-native platform with governance built in.
B2B ecommerce software connected to operations
Create customer portals, catalogs, account pricing, approval rules, order workflows, inventory checks, and billing handoffs from one request.
Cloud integrations for AI-ready business operations
Connect cloud apps, files, data stores, and business systems to Sanka workflows with permissions, approvals, logs, and operational outcomes.
CRM integrations that turn HubSpot and Salesforce data into outcomes
Connect CRM records to Sanka workflows for quotes, orders, billing, inventory, approvals, accounting handoff, and AI-ready governance.
Ecommerce integrations for orders, products, inventory, and finance
Connect ecommerce platforms to Sanka workflows for product data, B2B orders, inventory, fulfillment, supplier work, payments, and accounting review.
HR software for prompt-driven employee operations
Create employee, attendance, leave, expense, payroll, and approval workflows from a prompt while keeping sensitive actions governed.
Payment integrations for reconciliation, payouts, fees, and finance review
Connect payment processors and bank files to Sanka workflows for payment records, invoice matching, refunds, fees, payouts, and accounting handoff.
AI + Sales
7Create governed quotes from deal context
Turn deal context, item data, pricing terms, and payment conditions into quote drafts that can become orders and invoices.
Customer and company management for accounts, contacts, relationships, and status
Manage company data, contacts, relationship roles, and customer status as structured records for sales, billing, support, and operations.
Customer service management for tickets, customer context, SLAs, and follow-ups
Manage tickets, customer context, handoffs, approvals, and follow-ups as structured records connected to sales, billing, and operations.
Deal management for amount, probability, pipeline, stage, and next actions
Track deal amount, probability, pipeline, stage, close date, owner, next action, competitors, and lost reason in one governed workflow.
Incentives that stay accurate from deal close to payout
Automate sales incentive calculation with approvals reversals and payout batches from governed CRM and billing events.
Run CPQ pricing and approvals with AI agents
Run pricing checks, approval routing, and operational handoffs from Claude or Codex, then review the result in Sanka web UI.
Smart Routing assigns the right owner and SLA before handoffs slip
Rule-based, load-aware, SLA-driven routing across the full revenue lifecycle — on top of your CRM.
AI + Finance
16Compare budget versus actual by department, account, and project with AI
Compare budget and actuals by department, account, and project, then connect variance reasons to operational records and follow-up.
Cost & margin management — per-deal profitability, not just revenue
Run per-deal cost & margin management so sales see revenue and leadership sees profit on the same screen — without month-end reconciliation.
Finish expense submission, approval, and reimbursement with AI agents
Let Claude or Codex turn receipts into expense requests with policy checks, approvals, reimbursement prep, and audit logs.
Journal entries and accounting completed in Sanka
Use invoices, payments, expenses, purchase orders, bills, and inventory movements to complete journal entry and accounting review workflows in Sanka.
Manage accounts payable and payment schedules by due date, balance, and priority
Organize vendor AP, due dates, payout priorities, and payment results from bills through accounting preparation.
Manage bills, expenses, approvals, and payouts with AI agents
Let Claude or Codex turn bills and expenses into governed spend workflows with approvals, payouts, accounting prep, and audit logs.
Meter usage-based billing, automated and accurate
Turn CRM contract terms and actual usage into billable line items — with pre-invoice review and accounting sync.
Payment management software for vendor payouts and pay runs
Plan payout schedules, approve pay runs, track payment status, and connect completed payouts to journal prep and accounting sync.
Payment reconciliation software for invoice-to-cash teams
Match payments to invoices, review reconciliation exceptions, manage AR aging, and prepare accounting-ready invoice-to-cash data.
Prepare Sanka billing, payment, and spend data for accounting handoff
Prepare reviewed billing, payment, reconciliation, and spend data for accounting workflows.
Project billing for milestones retainers and delivery work
Manage milestones, retainers, delivery acceptance, pass-through costs, and project invoice status from one workflow.
Run deferred revenue and RevRec with AI
Give Claude or Codex orders, billing terms, and service periods. Sanka creates deferred revenue, recognition schedules, and journal-ready records.
Run month-end close review from exceptions to accounting handoff with AI
Surface close blockers, review exceptions, and hand clean source records to accounting workflows.
Run post-delivery billing and payment reconciliation with AI
Give Claude or Codex approved orders, deliveries, line items, and payment terms. Sanka drafts invoices, tracks payment status, and connects accounting prep.
Run subscription billing from first invoice to renewal with AI
Give Claude or Codex contract terms, start dates, billing cycles, quantities, and prepayment terms. Sanka prepares schedules, invoices, renewals, and payment status.
Update cash flow forecasts from receivables, payables, and recurring payments with AI
Forecast future cash balance from AR, AP, recurring payments, payroll, tax, and payout schedules.
AI + HR
5Attendance management for time punches, overtime, breaks, shifts, and paid leave balances
Track attendance, working hours, overtime, breaks, shifts, exceptions, and paid leave balances by employee.
Employee management for profiles, employment terms, teams, and documents
Manage employee records, employment terms, teams, pay details, emergency contacts, and documents in one workspace.
Leave and request management for HR approvals
Route leave, overtime, remote work, and employee profile-change requests with approvals and history.
Payroll calculation inputs for attendance, allowances, deductions, tax, and insurance
Organize payroll-ready inputs from employee records, attendance, requests, allowances, deductions, tax, and insurance data.
Performance review summaries from goals, 1:1 notes, feedback, and next actions
Turn goals, 1:1 notes, feedback, and activity context into review summaries and development tasks with approval history.
AI + Procurement
8AI contract management for drafting, review, approvals, and audit trail
Create and review contracts with Claude or Codex, route approvals, track contract status, and keep every version tied to the business record.
Approval Workflows that keep revenue moving without losing control
Governed approval routing across quotes, POs, bills, and expenses, with role-based routing and an immutable audit trail.
Automate B2B orders with a dedicated customer portal
Replace email, fax, and Excel orders with a CRM-native B2B ordering portal that handles per-account pricing end to end.
Inventory that stays accurate across purchasing warehouses and billing
Inventory you can trust: transactions availability states and valuation traceability across teams.
Item master and BOM that keeps SKUs pricing and inventory consistent
A governed item master with BOM support to keep quoting purchasing and inventory consistent.
Project management with governed phases, ownership, and delivery milestones
Coordinate complex delivery with governed project records, ownership, and milestones aligned to operational data.
Purchase orders with approvals receiving alignment and 3-way match foundations
Standardize purchasing with approval rules receiving status and traceability from PO to bill.
Vendor registration and management for selection, onboarding, and risk review
Register and manage vendors with selection evidence, onboarding documents, payment terms, risk checks, contracts, and audit history.
AI + Data & Integrations
2HubSpot Breeze Integration for order, billing, and back-office data
Give HubSpot Breeze agents safe access to Sanka order, delivery, inventory, and billing data without copying back-office details into CRM.
Salesforce Agentforce Integration for order, billing, and back-office actions
Give Agentforce agents safe access to Sanka order, delivery, inventory, billing, and approval data without copying back-office details into Salesforce.
More
3AI approval workflows that route generated work to humans before execution
Review, edit, approve, reject, and track AI-generated quotes, invoices, purchase orders, emails, syncs, and accounting work before execution.
AI logs and traceability for actions, approvals, exceptions, and audits
Keep searchable logs and traceability for AI requests, source context, tool calls, approvals, exceptions, and downstream record movement.
AI Permissions & Governance for safe AI actions
Control AI access, action permissions, approval rules, exception handling, and audit logs for safe business execution.