ProductsSalesforce AI finance workflows

Salesforce x AI x Finance workflows for revenue operations after opportunity close

Run CPQ, subscriptions, billing, revenue recognition, and accounting review around Salesforce opportunities without forcing finance work into Salesforce.

WORKFLOW
Automate exception routing and approvals across teams
Live
1
Trigger
2
Policy check
3
Approve
4
Execute
Trusted by 1,000+ teams

Keep Salesforce for opportunities and Sanka for controlled revenue work

Sanka extends Salesforce with governed billing and finance workflows that need approval, audit history, and accounting context.

Core capabilities

Salesforce Revenue Cloud Alternative

Run CPQ, subscriptions, billing, RevRec, and accounting review in Sanka.

Invoices and Subscriptions

Manage one-time and recurring billing workflows.

RevRec and Deferred Revenue

Move from deferred balances to recognized revenue.

Connect the detailed workflows

Sanka lets AI prepare the work, then keeps review, approval, and downstream execution in the same context.

  1. Collect the operating context - Use CRM, billing, procurement, inventory, HR, accounting, and related records as the source context.
  2. Let AI prepare drafts and checks - AI prepares drafts, exceptions, and approval checkpoints for the right owner to review.
  3. Release only approved work - Only approved work moves into sending, syncing, billing, payment, accounting preparation, or other downstream actions.

This page connects the detailed product pages that make up the workflow.

  • Salesforce Revenue Cloud Alternative: Sanka connects this work to an AI-assisted workflow with review and approval.
  • Invoices and Subscriptions: Sanka connects this work to an AI-assisted workflow with review and approval.
  • RevRec and Deferred Revenue: Sanka connects this work to an AI-assisted workflow with review and approval.
  • Journal Entries and Accounting: Sanka connects this work to an AI-assisted workflow with review and approval.

Sanka helps teams run AI operations with control.

Teams use Sanka to combine AI assistance with human approval across sales, finance, procurement, HR, and data work.

Detailed pages

Operating model

Use the detailed pages together as one flow: AI drafts the work, the right owner reviews it, approvals are captured, and only approved work moves downstream.

Frequently asked questions

What does this page summarize?

It summarizes the detailed product pages linked from this mega-menu category so teams can see the full AI workflow together.

Where can I see the detailed capabilities?

Use the detailed product links on this page to open each capability page.

Sanka | Salesforce x AI x Finance