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.
Connect CRM, commerce, and payments all the way to the books
Sanka's journal & accounting sync moves HubSpot, Salesforce, Shopify, and Stripe revenue, invoice, and payment data into QuickBooks, NetSuite, Xero, Sage Intacct, freee, and Money Forward. Tax codes, departments, GL accounts, payment terms, and bill-to details are translated to match your accounting policy — so month-end stops being a copy-paste job.
Generate invoices and revenue entries in QuickBooks, NetSuite, Xero, Sage Intacct, freee, or Money Forward straight from HubSpot or Salesforce deals.
Tax code, GL account, department, memo tag, and line item translations happen inside the pipeline — no more end-of-month Excel cleanup or CSV imports.
After the invoice is created, the URL and payment/reconciliation status flow back into the CRM record so sales can see the accounting state too.
Not just an API connection — data translated for accounting
Raw CRM, commerce, and payment data usually can't pass accounting validation: tax codes, departments, GL mappings, and billing terms all need to line up. Sanka translates the data into the shape accounting needs before it lands.
Before
HubSpot / Salesforce / Shopify / Stripe revenue
→ Month-end Excel cleanup
→ CSV import into the accounting system
→ Paste invoice URLs back into the CRM manually
After
HubSpot / Salesforce / Shopify / Stripe
→ Sanka applies translation, approvals, and validation
→ QuickBooks / NetSuite / Xero / Sage Intacct / freee / Money Forward
→ Invoice URL and payment status auto-sync back to the CRM
Common pain points
- HubSpot and Salesforce deal data doesn't drop straight into the books
- Creating invoices in QuickBooks or freee means re-keying tax codes, bill-to, and line items
- Shopify, Stripe, and CRM revenue totals disagree with accounting
- Department, GL account, tax, and memo-tag translation rules are tangled
- Invoice URLs and payment status don't come back to CRM
- Month-end still ends with Excel + CSV import
More than a connector — a full accounting pipeline
Not just endpoint-to-endpoint. Every record is translated, validated, and audited on the way in.
Spin up invoices and revenue journals from deals, orders, and subscriptions — sent directly to the accounting system.
Per-account payment terms, billing cycles, close-of-month rules, and due dates calculated automatically.
Failed translations are flagged, approvable retries are built in, and every run leaves an audit trail.
"What to connect" and "how to translate" in one workflow
Accounting sync isn't solved by picking a connector. Translation rules, approvals, and CRM write-backs all sit next to each other in Sanka's pipeline.
- Accounting sync: integration use cases across QuickBooks, NetSuite, Xero, Sage Intacct, freee, Money Forward
- Data transformation: tax codes, GL accounts, departments, and payment terms translated against your business rules
CRM, commerce, and payment data arrives in the shape the accounting system expects — and reconciliation status flows back to the CRM.
Accounting systems and sources supported
Invoices, journals, and payment reconciliation with auto-mapped tax, GL, and department codes.
Push journal data, invoices, and revenue entries into enterprise accounting with governance intact.
Japanese accounting integrations with native tax code, department, and memo-tag support.
Deals, orders, payments, and subscriptions as the source of truth for accounting sync.