Revenue source
Without Sanka
Opportunity amount does not contain invoice lines, tax treatment, service period, and accounting dimensions.
With Sanka
Connect Salesforce opportunity data to invoice, subscription, and revenue source records.
Prepare Salesforce journal entries and accounting review in Sanka
Use Salesforce opportunities, accounts, invoices, payments, expenses, and operational records to prepare journal source data, accounts, tax, departments, balances, and month-end accounting review in Sanka.
Salesforce accounting automation
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Overview
Turn Salesforce revenue context into accounting-ready source data
Collect Salesforce-linked source records
Connect accounts, opportunities, products, invoices, payments, subscriptions, and operational records around the same customer and deal.
Prepare accounts, tax, and departments
Apply account, tax code, department, item, and memo rules from product, opportunity type, region, customer terms, and service period.
Review exceptions before month-end
Surface missing accounts, unmapped tax, unreconciled payments, duplicate exports, and unapproved records before close.
Tutorial
From Salesforce opportunity to accounting review
- 01Resolve Salesforce-linked recordsPull account, opportunity, product, invoice, payment, subscription, and operational records connected to the same customer or deal.
- 02Prepare accounting dimensionsAssign account, tax code, department, item, memo, service period, and reconciliation details from business rules.
- 03Review exceptions and move into closeFinance reviews missing mappings, unmatched payments, duplicate exports, and unapproved records before using the data for journal entries.
Compare
Salesforce data needs accounting controls before journal work
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Revenue source | Opportunity amount does not contain invoice lines, tax treatment, service period, and accounting dimensions. | Connect Salesforce opportunity data to invoice, subscription, and revenue source records. |
| Payments and AR | Payments, fees, partial collections, and outstanding balances are hard to reconcile from CRM fields. | Review payments, reconciliation status, and AR balances against Salesforce-linked invoices. |
| Accounts and tax | Finance cleans up account, tax, department, and memo fields manually before journal entry. | Prepare accounting dimensions from controlled rules and exception review. |
| Month-end close | Missing mappings and unapproved records appear late in the close process. | Run an accounting review queue before downstream accounting sync or journal posting. |
Payments and AR
Without Sanka
Payments, fees, partial collections, and outstanding balances are hard to reconcile from CRM fields.
With Sanka
Review payments, reconciliation status, and AR balances against Salesforce-linked invoices.
Accounts and tax
Without Sanka
Finance cleans up account, tax, department, and memo fields manually before journal entry.
With Sanka
Prepare accounting dimensions from controlled rules and exception review.
Month-end close
Without Sanka
Missing mappings and unapproved records appear late in the close process.
With Sanka
Run an accounting review queue before downstream accounting sync or journal posting.
Customer quotes
Don't take our word for it.
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
Can Salesforce opportunities feed accounting review?
Yes. Salesforce opportunities can be connected to invoices, payments, subscriptions, and accounting dimensions in Sanka.
Can accounts, tax, and departments be mapped automatically?
Yes. Rules can use product, opportunity type, region, customer terms, service period, and other operational context.
Can payment reconciliation and AR balances be reviewed?
Yes. Salesforce-linked invoices, payments, reconciliation status, and balances can be reviewed together.
Does this replace accounting software?
No. Sanka prepares accounting-ready source data and review status before downstream accounting sync, export, or journal posting.