Post-invoice status
Without Sanka
Deals are closed in HubSpot, but invoice and payment status are unclear
With Sanka
Connect invoices, payments, balances, and aging to HubSpot deal context
HubSpot payments, reconciliation, and accounts receivable
Start from HubSpot companies, deals, and invoice context, then manage invoices, payments, balances, aging, collection actions, and reconciliation in Sanka with status written back to HubSpot.
DASHBOARD
Unified view across revenue, cash, and close
ARR
$5.1M
+9.2% QoQ
Collection
97.8%
+2.1 pt
Close Ready
86%
2 open blockers
ForecastCashAudit-ready
Trusted by 1,000+ teams
Overview
Connect HubSpot sales context to post-invoice collection work
Connect HubSpot deals and invoices
Manage companies, deals, line items, invoices, and due dates in the same customer context.
Manage payments and reconciliation
Create payment records from files and match them to invoices sourced from HubSpot workflows.
Write status back to HubSpot
Make paid, partially paid, overdue, reconciled, and needs-review states visible in HubSpot.
Workflow
From HubSpot deal to invoice-to-cash
- 01Pull HubSpot contextBring companies, contacts, deals, line items, and billing context into Sanka.
- 02Manage invoice balancesLink invoice, due date, balance, and owner to the HubSpot deal context.
- 03Match paymentsRead payment files and organize invoice candidates, partial payments, and differences.
- 04Sync back to HubSpotReturn paid, reconciled, overdue, and needs-review status to HubSpot.
Compare
Split HubSpot and AR data slows customer work
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Post-invoice status | Deals are closed in HubSpot, but invoice and payment status are unclear | Connect invoices, payments, balances, and aging to HubSpot deal context |
| Reconciliation | Teams manually compare bank files against invoices from HubSpot workflows | Create payment records, match candidates, and review only differences |
| Collections | Sales and finance contact the same customer separately | Keep reminders, promises to pay, disputes, and next actions on one timeline |
| HubSpot updates | Payment status must be manually entered back into HubSpot | Write payment and reconciliation status back to HubSpot |
Reconciliation
Without Sanka
Teams manually compare bank files against invoices from HubSpot workflows
With Sanka
Create payment records, match candidates, and review only differences
Collections
Without Sanka
Sales and finance contact the same customer separately
With Sanka
Keep reminders, promises to pay, disputes, and next actions on one timeline
HubSpot updates
Without Sanka
Payment status must be manually entered back into HubSpot
With Sanka
Write payment and reconciliation status back to HubSpot
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.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
We used to place orders with artisans via email or phone, which often led to losing track of order details or forgetting orders altogether.
FAQ
Frequently asked questions
Can HubSpot deals connect to payment reconciliation?
Yes. HubSpot company, deal, line item, and invoice context can feed payment and AR workflows in Sanka.
Can payment status be written back to HubSpot?
Yes. Paid, partially paid, overdue, needs-review, and reconciled status can be written back.
Can partial payments and differences be reviewed?
Yes. Partial payments, fees, amount differences, and duplicate candidates can be managed as review exceptions.