Revenue data
Without Sanka
Invoice PDFs do not carry all accounting line-item details
With Sanka
Sync invoice lines, tax, department, and customer as structured data
Accounting sync — connect CRM, commerce, and payments all the way to the books
Translate CRM, commerce, and payment data into the shape accounting systems expect, then write invoice and payment status back to the CRM automatically.
WORKFLOW
Automate exception routing and approvals across teams
1
Trigger
2
Policy check
3
Approve
4
Execute
Trusted by 1,000+ teams
Overview
Turn CRM and operational data into accounting-ready records
Prepare journal-ready data
Transform revenue, invoice, payment, expense, and purchase data into accounting-ready records.
Map tax, accounts, and departments
Apply tax codes, accounts, departments, items, and memos through rules instead of spreadsheet cleanup.
Write status back to CRM
Sync invoice URL, payment, accounting-prep, and integration status back to CRM.
Workflow
Prepare transaction data for accounting work
- 01Collect source recordsGather orders, invoices, payments, purchase orders, expenses, and inventory movements.
- 02Apply accounting rulesAssign account, tax code, department, item, and description from operational rules.
- 03Review exceptionsRoute missing fields, unusual transactions, and mismatches to a review queue.
- 04Sync to accountingSend accounting-ready data and return sync results or errors to CRM and operations.
Compare
Accounting sync starts with clean operational data
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Revenue data | Invoice PDFs do not carry all accounting line-item details | Sync invoice lines, tax, department, and customer as structured data |
| Payment data | Payments and invoices are separate, slowing reconciliation | Connect payment, balance, and reconciliation status to invoice data |
| Spend data | Purchase orders, vendor bills, and payment plans do not connect to accounting | Use PO and AP data as the basis for spend accounting |
| Tax and dimensions | Teams fix accounts, tax codes, and departments in spreadsheets at close | Apply account, tax, department, and memo rules automatically |
Payment data
Without Sanka
Payments and invoices are separate, slowing reconciliation
With Sanka
Connect payment, balance, and reconciliation status to invoice data
Spend data
Without Sanka
Purchase orders, vendor bills, and payment plans do not connect to accounting
With Sanka
Use PO and AP data as the basis for spend accounting
Tax and dimensions
Without Sanka
Teams fix accounts, tax codes, and departments in spreadsheets at close
With Sanka
Apply account, tax, department, and memo rules automatically
Customer quotes
Sanka teams improve back-office operations with connected workflows.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
FAQ
Frequently asked questions
Does this replace accounting software?
No. Sanka prepares and governs operational data before sending it to your accounting system.
Can accounts and tax codes be assigned automatically?
Yes. Rules can map accounts, tax codes, departments, items, and descriptions from products, departments, customers, or transaction types.
Can errors and missing fields be reviewed?
Yes. Exceptions can be reviewed before sync, and sync results or errors can be tracked after sync.
Can Sanka work with existing accounting tools?
Yes. The goal is to prepare operational data so it can be sent to your existing accounting stack.