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What stays in the accounting suite
Your accounting software remains the source of truth for statutory reporting: general ledgers, trial balances, periodic VAT returns, and final year-end closings.
accounting software integration
ERP and Accounting Integration - native invoicing and automated data export
In short
CRMconnect issues invoices, handles e-invoicing compliance, and reconciles bank statements before delivering prepared data to your accounting software like Sage or Microsoft Dynamics 365. We do not replace your accountant; we eliminate manual data entry and ensure seamless statutory audit file preparation.
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Who searches for this and why
SMEs using local or international accounting software who want to stop manual data entry for invoices and bank statements.
What "CRMconnect Accounting Integration"
The CRMconnect integration transfers documents issued in the CRM (invoices, credit notes, reconciled payments) to accounting systems like Sage or Microsoft Dynamics. It maps items and partners to your chart of accounts so your accountant validates data instead of typing it.
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What CRMconnect handles
The operational layer where time is usually lost: issuing invoices from sales orders, submitting to national tax authorities, monitoring e-invoicing status, managing electronic transport documents, and automating bank reconciliation.
- Controlled numbering and series to prevent duplicates.
- Credit notes natively linked to original invoices.
- Partial payments and compensated entries processed before export.
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How the data transfer works
Data is moved via API or standard export formats compatible with major ERPs. Item-to-account mapping is configured once and applied automatically to every document, ensuring consistency across all exports.
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A 30 minute audit of your sales process
We map your current pipeline, find where opportunities leak and show exactly what could be automated, with no product pitch.
- A step by step map of your current process
- The 3 points with the biggest conversion loss
- Effort and impact estimate, in writing
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Frequently asked questions
Questions about accounting software integration
Read also
accounting software integration
Accounting software integration - invoice in CRMconnect, account where you are
ERP integration
ERP Integration - keep your back-office, add a smart commercial layer
automated journal entries
Automated journal entries from bank reconciliation
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Topic pillar
Accounting and ERP Integration
Invoicing and reconciliation stay in CRMconnect, while statutory records remain in your accounting software or ERP. Connected, not duplicated.
accounting software integrationERP integrationCRM pentru CharismaCRM pentru SeniorERPERP synchronisationautomated journal entriese-transport compliance and trackingCRM pentru TransArtCRM pentru SAP Business OneCRM pentru SoftOneCRM pentru OdooCRM pentru WizProCRM pentru Nexus ERPCRM pentru Socrate+CRM pentru PlurivaCRM pentru NextUpCRM pentru ClarvisionCRM integrated with ERP
See the whole pillar: Accounting and ERP IntegrationWant to see how this looks on your process?
30 minutes, no product pitch: we map your current flow and show you in writing what can be automated on top of the systems you already run.