Readiness
Without Sanka
Missing tax, service period, customer, or CRM fields are found late.
With Sanka
Run readiness checks before invoices are sent or synced.
Stripe billing operations with approval and exception review
Prepare invoice readiness, customer terms, tax evidence, payment status, CRM context, approval routing, and accounting handoff around Stripe Billing workflows.
Show me the HubSpot deals that are ready to bill, and any that aren't.
4 closed-won deals. 3 are ready to bill, 1 needs attention:
✓#1092Greenfield Logistics Ltd.¥2,090,000 · ready
✓#1084Atlas Print Co.¥480,000 · ready
✓#1079Maren Foods K.K.¥1,210,000 · ready
⚠#1087Oceanic Trade Corp.missing payment terms
Want me to draft an invoice for any of these?
Create the invoice for Greenfield Logistics (#1092).
Drafted INV-1092 from deal #1092 — line items matched, tax applied. Here it is for your review.
</> sanka.workflow.create → sanka.workflow.reviewINV-1092 Greenfield Logistics Ltd.
● Awaiting your approval
Bill toGreenfield Logistics Ltd. HubSpot deal #1092
| Line item | Qty | Amount |
|---|---|---|
| Implementation — Annual | 1 | ¥1,600,000 |
| Support plan — Standard | 1 | ¥300,000 |
Subtotal¥1,900,000
Tax (10%)¥190,000
Payment termsNet 30 HubSpot
Total¥2,090,000
✓ Tax 10% applied✓ Customer matched in freee✓ Line items synced from HubSpot
Approve
INV-1092 · ¥2,090,000 — send and sync?❯1. Approve & send → emails invoice, writes status back to HubSpot, posts journal to freee
2. Edit draft first
3. Reject
↑↓ to select · enter to confirm — nothing sends until you choose
Ask anything…↑
Trusted by 1,000+ teams
Overview
Add finance review around Stripe invoices
Check invoice readiness
Review customer, billing contact, payment term, tax, currency, product, service period, and CRM context before send or sync.
Route exceptions
Escalate approvals for special discounts, manual adjustments, credits, missing fields, and high-risk invoices.
Connect after payment
Keep payment status, reconciliation, refunds, fees, CRM status, and accounting handoff tied to the invoice.
Tutorial
From Stripe invoice to approved finance handoff
- 01Pull invoice contextRead Stripe invoice, customer, subscription, payment, tax, discount, and CRM context.
- 02Check and approveFlag readiness gaps, route exceptions, and approve customer-facing or accounting-impacting changes.
- 03Sync status and accounting contextPrepare payment status, reconciliation notes, CRM writeback, account mapping, and journal-ready evidence.
Compare
Billing operations extend beyond invoice creation
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Readiness | Missing tax, service period, customer, or CRM fields are found late. | Run readiness checks before invoices are sent or synced. |
| Approval | Adjustments, discounts, and credits are approved in chat. | Route exception approvals with audit history and linked source records. |
| Payment status | Paid, partially paid, refunded, disputed, or overdue status is not connected to internal workflows. | Connect Stripe payment events to Sanka reconciliation and CRM status. |
| Accounting | Invoices need account, tax, department, and memo mapping before finance can close. | Prepare accounting-ready invoice and payment data in Sanka. |
Approval
Without Sanka
Adjustments, discounts, and credits are approved in chat.
With Sanka
Route exception approvals with audit history and linked source records.
Payment status
Without Sanka
Paid, partially paid, refunded, disputed, or overdue status is not connected to internal workflows.
With Sanka
Connect Stripe payment events to Sanka reconciliation and CRM status.
Accounting
Without Sanka
Invoices need account, tax, department, and memo mapping before finance can close.
With Sanka
Prepare accounting-ready invoice and payment data in Sanka.
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
Does Sanka create Stripe invoices?
Sanka can support invoice preparation and review workflows around Stripe Billing. Stripe remains the billing and payment system.
Can invoices require approval?
Yes. Sanka can route exceptions such as discounts, credits, tax gaps, missing fields, or manual changes for approval.
Can payment status update CRM or accounting workflows?
Yes. Payment and reconciliation status can be used for CRM writeback and accounting-ready review.