Revenue operations automation that closes the gap between CRM and cash
Revenue operations automation that connects CRM billing accounting and cash into one governed workflow layer.
Convert faster with automated, governed workflows
Replace spreadsheet handoffs and brittle integrations with event-driven workflows that keep CRM and finance in sync.
Shorten quote-to-cash by eliminating re-entry, manual approvals, and status chasing across tools.
Reduce billing mistakes with validation, controlled updates, and synchronized master data.
Unify pipeline, orders, invoices, and cash status so finance and RevOps work from the same truth.
Automate quote-to-cash without rebuilding your stack
- Generate quotes and invoices from CRM data with pricing rules, products, and contracts.
- Auto-create orders and invoices when deals hit a stage, with retries and a complete audit log.
- Enforce approvals and exceptions for discounts, payment terms, non-standard clauses, and manual overrides.
- Keep CRM and finance objects synchronized (status, amounts, due dates, and payment updates).
[OK] Deal "Acme Corp" moved to Closed Won
-> Generating invoice INV-2026-0847
-> Creating order ORD-2026-0391
[WAIT] Approval required: 15% discount
[OK] Approved by VP Sales
-> Syncing invoice status back to CRM
Remove revenue leakage from broken handoffs
When your team uses spreadsheets or one-off integrations, the real cost shows up as:
- Discount errors and unapproved terms
- Misaligned product catalogs and pricing logic
- Missing billing triggers when stages change
- Revenue timing drift (invoice vs. delivery vs. recognition)
Use Sanka to make the workflow explicit, governed, and observable.
One platform for workflows, data, and controls
Connect systems, enforce rules, and keep a complete audit trail without shipping brittle glue code.
Event-driven automation with retries, approvals, exceptions, and end-to-end logging.
Map CRM objects and finance objects once, then keep them clean and synchronized.
Role-based controls, audit-ready history, and predictable change management.
Integrate with the systems you already use
Sanka integrates with common revenue and finance tools so you can automate RevOps without a rip-and-replace.
- CRM: HubSpot, Salesforce
- Commerce: Shopify
- Payments: Stripe
- Accounting/ERP: QuickBooks, Xero, NetSuite
- Collaboration: Slack
Get live with confidence
Start with one workflow, prove value quickly, and expand safely with guardrails.
- Workflow mapping: document current workflows and identify high-leverage automation points.
- Integration setup: connect CRM, billing, accounting, and payments with secure credentials.
- Data model alignment: map custom objects and fields so updates stay consistent across systems.
- Go-live support: monitoring, audit logs, and fast iteration during rollout.
Frequently asked questions
What systems does Sanka integrate with?
Can we start with one workflow (for example invoice automation) and expand later?
How do approvals and audit logs work?
How do you handle custom objects and custom fields?
What is the typical implementation timeline?
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