Sanka

Run back-office work from Claude or Codex, then review and approve it in Sanka.

Claude setup →Codex setup →
AI x Sales
Customer & Vendor ManagementDeals & OpportunitiesQuote & Proposal ManagementIncentivesCustomer Service
AI x Finance
Invoices & SubscriptionsPayments, Reconciliation & ARUsage & MeteringAP & Spend ManagementJournal Entries & Accounting
AI x HR
Employee ManagementAttendance ManagementLeave & RequestsExpense ApprovalPayroll Calculation
AI x Operations
Product & Service ManagementPurchase OrdersInventoryProjectsContract Management
Pricing
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Docs HomeAll documentation and helpGetting StartedCore concepts and initial setupSupport & TroubleshootingTroubleshooting and support contact guideProduct UpdatesRelease notes and changelog
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Developer docsAPI documentation and developer guidesSanka APIFirst API call in 2 minutesSanka MCPClaude Code, Cursor, Windsurf
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AI Operating FoundationData, tool, and governance foundation
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HubSpot and Salesforce back-office solutions

Browse Sanka solution pages for HubSpot and Salesforce back-office automation, billing operations, revenue operations, migrations, and industry workflows.

Don't stop at AI training. Build a foundation teams can use

Organize CRM, EC, accounting, inventory, and billing data, and build the IT foundation AI needs to work safely.

HubSpot → Salesforce migration — history and back-office intact

When revenue complexity or enterprise requirements pull a team toward Salesforce, Sanka automates the hard parts of HubSpot → Salesforce migration and keeps the back office intact.

Manufacturing operations automation for BOM governance purchasing and inventory

Standardize manufacturing operations with governed master data purchasing approvals and transaction-level inventory traceability.

Retail and wholesale operations automation across inventory purchasing and billing

Operate retail and wholesale with consistent SKUs inventory and billing states across locations and sales channels.

Services operations automation for projects subscriptions and billing controls

Run services with governed billing and close workflows from quote to invoice to cash and reporting.

Resources

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