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  1. Invoice Automation
  2. Invoice Management
  3. Sync invoices across systems

Update financial records and statuses in accounting and crm systems

Automate the synchronization of invoice and payment data between your accounting and CRM platforms to ensure both systems always reflect the latest financial status. Eliminate manual data entry by instantly updating invoice statuses, payments received, and deal records across your tools. Gain real-time visibility into cash flow, reduce errors, and keep your sales and finance teams aligned.

Filter by common apps:

  • QuickBooks Online
  • HubSpot
  • Salesforce
  • Formatter by Zapier
  • Harvest
  • Filter by Zapier
  • Airtable
  • Copper
  • Webhooks by Zapier
  • Xero
  • NetHunt CRM
  • Looping by Zapier