Chart of Accounts Synchronization
Chart of Accounts Synchronization is a native module that aligns your company's accounting structure with the CRM, automatically updating the accounts, codes, and classifications used for invoicing and transaction recording.
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Chart of Accounts Synchronization in your team's daily work
Align your accounting structure with your CRM, automatically updating accounts, codes, and classifications.
Key Benefits
- **Prevent accounting misclassifications** caused by outdated codes within the CRM environment.
- **Unified financial data** ensures accounting and CRM systems use the exact same chart of accounts without duplication.
- **Reduce manual mapping time** whenever a new account, product category, or service is introduced.
- **Simplify financial audits** by maintaining perfect consistency between commercial operations and accounting records.
How it works
The chart of accounts from your accounting system or ERP (e.g., SAP Business One, Microsoft Dynamics 365, or Sage) synchronises automatically with CRMconnect. This ensures every invoice, credit note, or transaction generated in the CRM uses the correct, up-to-date ledger codes required by your finance team.
What you get beyond an isolated module
The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.
Native module, not a connector
Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.
One master data set
Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.
Coexists with your ERP
CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.
Fiscal documents and e-invoicing
Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.
Roles, rights and audit
Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.
Mobile and Arvis AI
The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.
How the module reaches production, step by step
You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.
- 1Free account and structure setup: users, roles, access rights.
- 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
- 3Workflow configuration: stages, approvals, notifications and owners per step.
- 4Connection to your existing ERP so documents flow both ways.
- 5Role-based training and a pilot with a small team, in parallel with the current process.
- 6Go-live for the whole department, with reports and alerts active from day one.
Frequently asked questions
Does the chart of accounts update automatically when changes occur in the accounting system?
Yes, the synchronisation process automatically propagates any modifications, additions, or deletions made in the source accounting system or ERP to the CRM.
Does this module help reduce financial audit errors?
Absolutely. By ensuring data consistency between the CRM and the accounting software, you eliminate discrepancies that typically trigger red flags during statutory audits.
Questions about the platform and implementation
- Do I have to drop my current ERP to use the module?
- No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
- Are the modules native or integrated third-party apps?
- Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
- How long until the module is live?
- The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
- How is the implementation cost calculated?
- By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
- Where is the data hosted and who can access it?
- Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.