Does CRMconnect replace my accounting software?

No. Your accounting suite remains the system for financial records. CRMconnect covers sales, e-invoicing, logistics, and bank reconciliation, then feeds ready-to-process data into your financial system.

Can my external accountant continue their current workflow?

Yes. They receive the same documents but already reconciled and mapped to the correct accounts, eliminating the need to manually process PDF stacks or bank statements.

How long does the setup take?

For a standard workflow, mapping the chart of accounts and validating the first data export typically takes only a few business days.

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.

Rezervă auditul Talk to a specialist

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.

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.

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.

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.

Audit gratuit · gratuit

Audit de 30 de minute pe procesul tău de vânzare

Îți mapăm pipeline-ul actual, identificăm unde se pierd oportunitățile și îți arătăm exact ce s-ar automatiza - fără prezentare de produs.

Harta procesului tău actual, pe pași
Cele 3 puncte cu cea mai mare pierdere de conversie
Estimare de efort și de impact, în scris

Rezervă o discuție

Se deschide imediat, fără formular.

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

See all 53 guides in the solution library.

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 integration ERP integration ERP synchronisation automated journal entries e-transport compliance and tracking CRM integrated with ERP

See the whole pillar: Accounting and ERP Integration

Want 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.

Book the call Calculate the ROI