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CRM for CFOs and Finance Directors

For finance leaders, CRMconnect stops bad debt before it occurs: credit limits and outstanding balances are verified at the order stage, not during invoicing. Billing and e-invoicing flow natively from sales data, while bank transactions are reconciled against your chart of accounts and synced directly with your existing ERP.

What blocks you today

  • Sales made to customers with overdue balances or exceeded credit
  • Billing delays caused by fragmented data and manual document gathering
  • Manual, month-end bank reconciliation consuming valuable hours
  • Lack of real-time visibility into projected cash inflows

The KPIs you are measured on

  • DSO - Days Sales Outstanding
  • Overdue balance per customer and aging buckets
  • Invoice accuracy and reduction in credit notes
  • Forecasted vs. actual cash collections

What a normal week looks like

  • Orders exceeding credit limits are blocked, requiring explicit financial approval
  • Invoices and e-invoices are generated from the sales flow, not separate files
  • Bank transactions are auto-associated with specific clients and ledger accounts
  • Overdue reports are generated automatically with assigned follow-up owners

Enforce credit risk management at the source

Credit limits, current balances, and payment terms are visible to sales agents the moment an order is created. Exceeding these limits triggers a mandatory approval workflow, ensuring every decision is logged and justified.

Native e-invoicing, billing, and reconciliation

Issue invoices, transmit them to the national tax authority (EN 16931 / Peppol), and reconcile bank statements within one native environment. Data then flows seamlessly into your accounting software or ERP like SAP, Microsoft Dynamics, or Sage.

  • Simple and automated recurring billing
  • Direct mapping to your chart of accounts
  • Native export and sync to your current ERP/accounting suite

Modules this role uses

Automated e-Invoicing & Recurring Billing

Issue compliant e-invoices, manage recurring subscriptions, and automate your entire billing workflow.

Bank Transaction Recording

Automate the collection and recording of bank transactions with effortless reconciliation and document matching.

Chart of Accounts Synchronization

Align your accounting structure with your CRM, automatically updating accounts, codes, and classifications.

ERP Financial Synchronization

Seamless integration between your CRM and ERP, with automatic document updates and the elimination of manual data entry errors.

Approval Workflows - CRM

Digitise internal approvals - quotes, discounts, purchases - with configurable role-based and threshold-based workflows. Eliminate email delays.

Contract Management

Manage the entire contract lifecycle - creation, approval, signing, and renewals - natively within your CRM.

Frequently asked questions

Does CRMconnect replace our accounting software?
No. While billing, e-invoicing, and reconciliation happen within CRMconnect, the general ledger remains in your existing ERP or accounting system. We act as the operational layer that feeds accurate data into your finance stack.
Can my accountant have access to the platform?
Yes. You can provide your accountant or auditor with a specific role limited to what they need: primary documents, invoices, and exports, without exposing sensitive commercial strategy or leads.

Test your invoice-to-cash flow today

Start your free trial and run a full cycle: from sales order and e-invoice to bank reconciliation.

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CRM for other roles

See also the page dedicated to this function.