Keep CRM payment records accurate for finance and sales

Finance teams miss CRM payment posts, causing reconciliation gaps and missed follow-ups. That keeps sales and finance updated with payment status so collection follow-ups start promptly.

Overview

Missed or late CRM payment updates create reconciliation gaps and stalled collection activity. Connecting payments from your accounting system into CRM opportunity and job records creates a single source of truth, reducing reconciliation exceptions and enabling timely collection follow-ups.

Notable Features

Update CRM opportunity payment fields
Match accounting payments to jobs
Notify sales and finance on updates