InterWeave^{Financial Solutions}

Your CRM and ERP
should work as one.

Q: Do we have to replace our CRM or ERP?

No. InterWeave is positioned as the automation layer between the applications you already operate, with mappings and workflows configured around your business process.

Q: Can InterWeave support QuickBooks Desktop as well as cloud financial applications?

InterWeave supports solution patterns for QuickBooks Online and established QuickBooks Desktop environments, along with Sage and Microsoft Dynamics financial applications. Connectivity requirements are validated during solution design.

Q: Are integrations bi-directional?

They can be. A common pattern sends customers, products and transactions to the financial system while returning invoice, payment, balance and operational status to CRM.

Q: How are failed transactions handled?

Monitoring and exception workflows surface failed or mismatched transactions for operational review. InterWeaveAI can assist with triage and recommended actions, with governance controls where approval is required.

Q: How do I access the Customer Portal?

Looking for integration status and transactions? Use the Customer Portal.

Q: Can we start small and expand later?

Yes. Native is designed for a focused CRM ↔ ERP deployment. Orchestrator expands the model across additional processes, applications, payments, entities, monitoring and AI-assisted operations.

Q: What does the price include?

The monthly price is the platform subscription for your Series, including its connectors, standard flows and support level. Implementation is a one-time fee, and the typical first-year figure on each card includes it. Annual prepay saves 15%, and nonprofits save a further 20% on every recurring line. Add-ons such as premium ERP connectors, AI modules and extra entities are scoped to your deployment.

Connect sales, finance and payments with pre-configured automation built around the financial transaction.

InterWeave connects CRM, ERP, accounting, payment and eCommerce applications across the complete revenue and finance lifecycle — customer, quote, order, invoice, payment, settlement, reconciliation and financial visibility.

Explore Financial Solutions →Discover your Automation Profile

CRM + ERP SpecialistsCloud + On-PremiseNative + Orchestrated

48+Payment processors

<5sSync latency

99.9%Uptime SLA

0Developers needed

Pre-Configured Financial WorkflowsStart from proven transaction patterns.

Bi-Directional IntegrationMove operational and financial status both ways.

AI-Assisted Exception ManagementUse SmartAgents to help identify, triage and resolve financial exceptions.

Managed ImplementationConfiguration, deployment and support.

Application Ecosystem

Connect the applications you already run.

InterWeave sits between customer-facing, financial and payment systems so you can automate the process without replacing the applications your teams already know.

CRM + Business Apps

SalesforceCreatioDynamics 365HubSpotCustom CRMCustomer PortalsProject SystemsCustom Applications

Connect standard or custom objects, APIs and business workflows.

ERP + Accounting

QuickBooks OnlineQuickBooks DesktopSage IntacctSage 100Sage X3Sage BusinessWorksDynamics 365 Business CentralMulti-Entity ERP

Cloud, hosted and on-premise financial environments.

Payments + Commerce

Authorize.netStripePayPalRun PaymentsChase / PaymentechFiserv / CardPointeNuveiMagento 2WooCommerceLeagueApps MindbodyCustom eCommerce

Payments, settlement, reconciliation and commerce workflows.

Platform Overview

One platform between every system.

Your CRM and front-office apps connect through the InterWeave Automation Platform^AI to ERP, finance and payment systems — powered by SmartFlows, SmartAgents, SmartGovernance, SmartSimulator and the App Directory across the full lead-to-report lifecycle.

InterWeave Automation Platform diagram. CRM and front-office systems — Salesforce, Creatio, HubSpot and Microsoft Dynamics 365 — connect through InterWeave to ERP, finance and business apps — Sage Intacct, QuickBooks, Microsoft Dynamics 365 Business Central, Stripe and more. Platform modules: SmartFlows (automation and data sync), SmartAgents (AI mapping and validation), SmartGovernance (monitoring, audit and reconciliation), SmartSimulator (test and build with confidence) and App Directory (templates and connectors). Advantages: faster results, bi-directional by design, enterprise ready, built for your industry, lower total cost. Lifecycle: lead/customer, order/project, invoice, payment, report. — Tap or click to view full size.

Choose How You Want to Start

From native integration to enterprise orchestration.

Start with the financial automation you need today and expand on the same InterWeave architecture as your requirements grow.

Fastest Start

01 · Connect

Native Series

Starting at

$450/mo

App, per ERP connection. Managed from $1,500/mo

Typical first year: from $5.4K

Pre-configured CRM ↔ ERP financial integration that connects the essential transactions between sales and finance—quickly and with minimal customization. Built natively in Creatio or Salesforce.

Best forOrganizations connecting one CRM with one primary ERP/accounting system

Ease of usePre-configured and configuration-led

Typical startCRM ↔ ERP financial integration

What you can automate

Customers and accounts
Products and items
Orders and invoices
Balances and payment status
Financial visibility back to CRM
Exceptions and monitoring

Customer proof: Growing Hope Globally rated InterWeave 5/5 and highlighted reliability, flexibility and support.
Read customer experience →

Explore Native

Growing Footprint

01 · Connect · Plus

Native Series Plus

Starting at

$2,500/mo

Managed, 3 ERP connections. 4th–5th at $500/mo

Typical first year: $33K–$55K

Managed CRM ↔ ERP integration across several financial applications, with vertical playbooks and a monitoring console—before you need full orchestration.

Best forOrganizations connecting a CRM to two or three financial applications

Ease of useManaged and monitored

Typical startMultiple CRM ↔ ERP connections

What you can automate

Up to 3 ERP connections (5 with add-ons)
All standard flows plus 15 SmartFlows
Vertical playbooks
Monitoring console
Exceptions and alerts
Financial visibility back to CRM

Explore Native Plus

End-to-End Automation

02 · Automate

Orchestrator Enterprise

Starting at

$4,000/mo

Unlimited standard connectors. 30 SmartFlows · 5 entities

Typical first year: $55K–$100K

End-to-end financial automation connecting CRM, ERP, payments and business processes across the complete financial lifecycle.

Best forOrganizations automating multiple financial processes and applications

Ease of useCentralized and managed

Typical startQuote-to-Cash, Order-to-Cash, AP or Payments

What you can automate

Quote-to-Cash
Order-to-Cash
AR and AP / Procure-to-Pay
Payments and reconciliation
Exception management
Cross-application financial workflows

Customer proof: CART Solutions reported that its Salesforce–QuickBooks automation eliminated enough manual billing work to save the expense of one full-time team member.
Read CART Solutions story →

Explore Orchestrator

AI + Enterprise Scale

03 · Orchestrate

Orchestrator Ultimate

Starting at

$6,000/mo

AI Suite included. Up to 20 entities · 50 SmartFlows

Typical first year: $75K–$250K+

Enterprise financial orchestration for multiple companies, systems and entities—with intelligent automation, governance and centralized control.

Best forOrganizations managing multiple entities, ERPs, companies or complex operating models

Ease of useGoverned and AI-assisted

Typical startMulti-entity or multi-system financial orchestration

What you can automate

Multi-company and multi-entity transactions
Multiple ERP instances
Entity-aware routing and mappings
Centralized monitoring and audit
SmartAgents and AI-assisted operations
HITL governance and approvals

Customer proof: Nxtbook Media has worked with InterWeave since 2012 and describes the experience as outstanding.
Read Nxtbook story →

Explore Enterprise

CONNECTStart with the core CRM ↔ ERP transactions your team needs every day.

AUTOMATEConnect complete financial processes across applications and teams.

ORCHESTRATECoordinate companies, systems and entities with AI, governance and centralized control.

Start where you need to. Expand when you're ready.Every InterWeave Series builds on the same financial automation architecture.

Customer Voices

What InterWeave customers say.

Published customer comments reinforce the themes buyers care about most: reliability, support, ease of operation and long-term partnership.

Our experience has been outstanding.

Jeff “TJ” MartinNxtbook Media · Accounting Lead
Read Nxtbook case study →

You both have won us as a customer for life.

Dustin MayfieldSaratech · Business & Engineering Systems Operations Manager
Read Saratech case study →

InterWeave made that transition as smooth as silk.

Jane GyorgyDeepVac Inc. · Owner
Read customer experience →

Monthly prices are the platform subscription, billed monthly or annually (15% off with annual prepay). Nonprofits save a further 20% on every recurring line. Typical first year includes the one-time implementation. Add-ons—premium ERP and banking connectors, AI modules, vertical suites, extra entities and high volume—are scoped to your deployment.

Automate the Financial Lifecycle

Choose the process, not the platform.

InterWeave packages integration around the business transaction, so finance and operations teams can buy an outcome instead of assembling a blank integration project.

Accounts Receivable

CustomerQuoteOrderInvoicePaymentBalance

Move approved commercial activity into finance and return invoice, payment and balance visibility to CRM.

Accounts Payable

SupplierPOReceiptBillApprovalPayment

Connect vendor and purchasing activity to the financial system with status and approval controls.

Payments + Reconciliation

RequestGatewaySettlementERPApplyReconcile

Go beyond payment processing by connecting the payment to the right invoice, ERP record and settlement.

InterWeave Financial Solutions

Choose the business process you want to automate.

Each solution is configurable for your CRM, ERP, custom objects, transaction rules and operating model.

CRM → ERP Automation

From $450/mo

Customers, products, orders, invoices, balances and payments.

Explore →

Quote-to-Cash

From $4,000/mo

Opportunity and quote through billing, payment and financial visibility.

Explore →

Order-to-Cash

From $4,000/mo

Order processing, fulfillment, invoicing, payment and reconciliation.

Explore →

AP / Procure-to-Pay

From $4,000/mo

Vendors, purchasing, receipts, bills, approvals and payment status.

Explore →

Payments + Reconciliation

From $4,000/mo

Payment requests, gateway transactions, ERP posting and settlement matching.

Explore →

Multi-Entity Automation

From $6,000/mo

Multiple companies, subsidiaries, ERP instances and business units.

Explore →

InterWeaveAI

AI embedded in the financial workflow — not bolted on.

InterWeaveAI works inside CRM-to-ERP automation to help interpret data, validate transactions, triage exceptions, assist reconciliation and accelerate workflow creation — with human-in-the-loop controls where financial decisions require oversight.

Understand.

SmartAgents assist with mappings, transaction context, validation and data-quality decisions.

Act.

SmartFlows and FlowCopilot help create, refine and operate financial automation across connected systems.

Control.

SmartGovernance keeps approvals, auditability and human review inside sensitive financial workflows.

DetectUnderstandRecommendApprove / Auto-ResolveExecuteAudit

Solution Detail

Every transaction, mapped end to end.

Outbound process automation, return control automation, and the exact object-to-object transaction model for each solution.

Solution 01

CRM → ERP Automation

From $450/mo

Connect customers, products, orders, invoices, balances and payments between CRM and financial systems.

CRMInterWeaveERPFinancial StatusCRM

Outbound / Process Automation

Accounts → Customers
Products → Items
Orders → Sales Orders / Invoices
Optional Vendors → Vendors
Optional Bills / AP transactions

Return / Control Automation

Invoices → CRM
Balances → CRM
Payments → CRM
Customer financial status → CRM
Exceptions → Monitoring

Eliminate Duplicate EntryStop re-keying customer, product and transaction data.

Return Financial VisibilityBring invoice, balance and payment status back to CRM.

Configure, Don't RebuildUse mappings and business rules that can evolve over time.

Process	Business / CRM Object	Financial Object	Direction
Customer Master	CRM Account	ERP Customer	Create / Update
Products	CRM Product	ERP Item	Create / Update
Sales Transaction	Order / Opportunity	Sales Order / Invoice	Create / Update
Invoice Status	CRM Financial View	ERP Invoice	ERP → CRM
Payments	CRM Payment View	ERP Payment	ERP → CRM

Solution 02

Quote-to-Cash

From $4,000/mo

Automate the complete path from CRM opportunity and quote through billing, payment and financial visibility.

OpportunityQuoteOrderInvoicePaymentCRM Financial Visibility

Outbound / Process Automation

Opportunity / Quote approval
Quote → Order conversion
Order → ERP transaction
Invoice creation
Payment request generation

Return / Control Automation

Invoice status → CRM
Payment status → CRM
Outstanding balance → CRM
Exceptions → Finance
Optional customer portal visibility

Accelerate BillingMove approved commercial activity into finance faster.

Connect PaymentsLink invoice creation, payment request and payment status.

Improve Customer VisibilityGive customer-facing teams financial context in CRM.

Process	Business / CRM Object	Financial Object	Direction
Commercial Start	Opportunity / Quote	Sales Transaction	Trigger
Order Creation	CRM Order	ERP Sales Order	Create
Billing	CRM / ERP Event	ERP Invoice	Create / Update
Payment	Payment Request	Gateway / ERP Payment	Create / Apply
Financial Status	CRM Account / Order	Invoice / Payment / Balance	Return to CRM

Solution 03

Order-to-Cash

From $4,000/mo

Automate order processing, fulfillment, invoicing, payment and reconciliation from one connected workflow.

CRM OrderERP OrderFulfillmentInvoicePaymentReconciliation

Outbound / Process Automation

Approved Order → ERP
Order Products / Lines
Customer and ship-to data
Fulfillment / shipment updates
Invoice generation

Return / Control Automation

Invoice status → CRM
Payment application
Customer balance → CRM
Reconciliation status
Exception routing

Automate Order HandoffMove approved CRM orders directly into ERP.

Return Operational StatusBring fulfillment and invoice updates back to CRM.

Close the Revenue LoopConnect payment and reconciliation to the order process.

Process	Business / CRM Object	Financial Object	Direction
Order Header	CRM Order	ERP Sales Order	Create / Update
Order Lines	CRM Order Products	ERP Line Items	Create / Update
Fulfillment	CRM Status	ERP Shipment / Fulfillment	ERP → CRM
Invoice	CRM Financial View	ERP Invoice	Create / Return
Payment / Recon	CRM Status	ERP Payment / Settlement	Return / Reconcile

Solution 04

AP / Procure-to-Pay

From $4,000/mo

Connect vendors, purchasing, receipts, bills, approvals and payment status between operations and finance.

SupplierPurchase Request / POReceiptBillApprovalPayment Status

Outbound / Process Automation

Supplier → Vendor
Purchase Request → PO
PO lines and coding
Receipt / completion event
Bill generation / synchronization

Return / Control Automation

Approval status
Payment status
Vendor balance / AP status
Validation exceptions
Governance / HITL routing

Automate Vendor DataKeep supplier and ERP vendor records aligned.

Control Purchases and BillsMove approved purchasing transactions into finance.

Return Payment VisibilityReturn bill and payment status to the source application.

Process	Business / CRM Object	Financial Object	Direction
Supplier Master	CRM / Business App Supplier	ERP Vendor	Create / Update
Purchase Order	Request / PO	ERP Purchase Order	Create / Update
Receipt	Operational Receipt	ERP Receipt	Update
Vendor Bill	Source Transaction	ERP Bill	Create / Update
Payment Status	Business App View	ERP Payment	ERP → Source

Solution 05

Payments + Reconciliation

From $4,000/mo

Connect payment requests, gateway transactions, ERP posting, invoice application and settlement matching.

InvoicePayment GatewaySettlementERP PaymentReconciliationException Management

Outbound / Process Automation

Payment request
Gateway authorization
Payment capture / settlement
ERP payment creation
Invoice application

Return / Control Automation

Settlement matching
Unapplied payment detection
Duplicate / missing transaction review
Exception queues
Alerts and monitoring

Automate Payment PostingCreate ERP payment records from payment outcomes.

Reconcile SettlementsMatch gateway settlements to expected ERP transactions.

Surface Exceptions EarlyRoute mismatches into monitored exception workflows.

Process	Business / CRM Object	Financial Object	Direction
Payment Request	CRM / Portal	Payment Gateway	Create
Authorization / Capture	Gateway Transaction	Gateway	Process
ERP Posting	Payment Result	ERP Payment	Create
Invoice Application	Payment / Invoice	ERP AR	Apply
Settlement Recon	Gateway Settlement	ERP / Expected Transactions	Match / Exception

Solution 06

Multi-Entity Automation

From $6,000/mo

Centralize financial automation across multiple companies, subsidiaries, ERP instances and business units.

CRM / AppsInterWeave HubEntity RoutingMultiple ERPsConsolidated Monitoring

Outbound / Process Automation

Entity-aware customers and vendors
Multi-company orders
Entity-specific invoices and bills
Multiple financial application profiles
Shared / localized product mappings

Return / Control Automation

Central monitoring
Entity-specific exception queues
Cross-company audit history
Governed approvals
Optional SmartAgents / AI automation

Route by EntityDirect transactions to the correct company or ERP instance.

Standardize IntegrationReuse automation patterns while preserving local mappings.

Centralize MonitoringSee integration health and exceptions across entities.

Process	Business / CRM Object	Financial Object	Direction
Master Data	CRM / Shared Apps	Entity-specific ERP Records	Route / Sync
Revenue	Orders / Opportunities	Selected ERP Entity	Route / Create
AP	Vendor / Purchase Data	Selected ERP Entity	Route / Create
Financial Status	Multiple ERPs	CRM / Operations	Consolidate / Return
Monitoring	All Entity Flows	InterWeave Platform	Centralize

AI + Governance

From automation to intelligent financial operations.

Use AI across mapping, validation, exception triage, reconciliation and workflow generation while SmartGovernance keeps approvals, auditability and human oversight inside the operating model.

SmartAgents

Assist with mapping, validation, exception triage and financial data handling.

FlowCopilot

Support natural-language workflow creation, analysis and reconciliation tasks.

SmartFlows

Accelerate generation and refinement of automation flows and business rules.

SmartGovernance

Add human-in-the-loop approvals, auditability and controlled exception resolution.

Explore SmartAgents

smartagent · settlement-reconRUNNING

System

Gateway settlement batch received — 214 transactions. Matching to open ERP invoices…

SmartAgent

211 payments matched and applied. 2 partial payments flagged for review. 1 payment matches an invoice that is already paid — possible duplicate.

SmartGovernance

Duplicate-payment handling requires approval. Routed to Finance queue with transaction context and recommended action: apply as credit memo.

Finance · Human-in-the-loop

Approved — apply as credit memo.

SmartAgent

Credit memo posted in ERP. Customer balance and payment status written back to CRM. Audit entry recorded.

Illustrative example · Detect → Understand → Recommend → Approve → Execute → Audit

Built for Financial Operations Across Industries

One automation layer. Different operating models.

InterWeave applies the same governed CRM, ERP, payments and financial automation foundation across every operating model.

Financial Services→

AR, invoicing, payments and reporting connected across CRM and financial systems.

Healthcare→

CRM, ERP and revenue-cycle financial automation for health and wellness organizations.

Manufacturing & Distribution→

Orders, inventory and fulfillment connected from CRM through ERP.

Nonprofit→

Donor management connected to accounting, gift processing and payments.

20% nonprofit pricing Education→

Enrollment, billing and student systems connected to CRM and finance.

Insurance→

CRM, policy and financial systems connected for carriers and agencies.

Payments→

48+ processors, subscriptions, settlement and chargeback automation.

Professional Services→

Engagements, time, expenses and milestone billing connected from CRM to ERP.

Staffing & Workforce→

Placements, timesheets, bill rates and payroll costs synced to invoicing and the GL.

Technology / SaaS→

Subscriptions, recurring invoices, payments and renewals in sync with finance.

Sports & Fitness

Registrations, memberships and payments from LeagueApps and Mindbody, synced to your CRM.

Salesforce + LeagueApps Salesforce + Mindbody Creatio + LeagueApps Creatio + Mindbody

Don't see your industry?→

The same foundation, configured to how you sell, bill and collect.

Discover your Automation Profile

Customer Results

Trusted by organizations that depend on connected financial operations.

Explore customer experiences spanning Salesforce, QuickBooks, payments, portals and financial automation.

Nxtbook MediaCUSTOMER CART SolutionsCUSTOMER Growing Hope GloballyCUSTOMER SaratechCUSTOMER DeepVacCUSTOMER Paragon SecurityCUSTOMER

1 FTEManual billing expense reported saved by CART Solutions after Salesforce–QuickBooks automation.

5 / 5Rating reported by Growing Hope Globally, citing reliability, flexibility and support.

Since 2012Nxtbook Media's long-term relationship with InterWeave.

For lifeSaratech's description of its experience with InterWeave support: “a customer for life.”

★★★★★

“Our experience has been outstanding.”

Jeff “TJ” Martin

Nxtbook Media

Read customer story →

★★★★★

InterWeave's Salesforce–QuickBooks automation eliminated enough manual billing work to save the expense of one full-time team member.

Angela Hoskins

CART Solutions

Read customer story →

★★★★★

Growing Hope Globally describes InterWeave as supportive and flexible, emphasizes that the integration works reliably, and rates the experience 5 out of 5.

Meg Kreikemeier

Growing Hope Globally

Read customer experience →

★★★★★

“You both have won us as a customer for life.”

Dustin Mayfield

Saratech

Read customer story →

★★★★★

DeepVac praised InterWeave's technical customer service and recommended the company without reservation.

Jane Gyorgy

DeepVac

Read customer experience →

★★★★★

Paragon Security describes InterWeave as central to its Salesforce and QuickBooks processes and highlights reliable systems, documentation and responsive support.

Sam Tang

Paragon Security

Read customer story →

Manual Work Reduced

Public customer feedback describes eliminating hours of recurring manual data entry between CRM and financial systems.

Finance Visible in CRM

InterWeave brings invoice, balance, payment and AR context back to customer-facing teams without requiring them to work inside the ERP.

Structured Deployment

Preconfigured transaction models and SmartTracks onboarding give teams a defined path from discovery through configuration and go-live.

More customer experiences: InterWeave publishes additional customer stories across CRM, financial, payments, eCommerce and portal integrations. Explore customer experiences →

Security & Trust

Financial automation needs control, not just connectivity.

InterWeave is designed around managed integration, monitoring, governance and auditable financial workflows. Security and compliance requirements should be confirmed for each deployment and hosting configuration.

Review security & compliance →

Human-in-the-Loop GovernanceRoute selected AI-assisted or financial actions for review and approval before execution.

Audit & Transaction HistoryMaintain operational visibility into flows, exceptions, actions and transaction status.

Exception ManagementSurface failed, mismatched or incomplete transactions instead of leaving them hidden between systems.

Cloud + On-Premise ConnectivitySupport financial environments that span modern cloud applications and established on-premise systems.

Controlled Application AccessUse application-specific authentication and permissions appropriate to the connected system.

Deployment-Specific ReviewDocument security, hosting, retention and compliance requirements as part of solution design.

Why InterWeave

Financial integration built around the transaction.

InterWeave combines pre-configured financial workflows with implementation, monitoring, exception management and ongoing operational support.

CRM ↔ ERPPurpose-built financial integration

Cloud + On-PremModern and legacy financial environments

AR + APRevenue and payable automation

AI + HITLAutomation with governance

Financial Visibility

Bring ERP status back to CRM.

Give customer-facing teams invoice, balance and payment context without asking them to work in the financial system.

Operational Control

Manage exceptions instead of discovering them later.

Monitor failed, mismatched, missing or unapplied financial transactions and route them into a managed process.

Enterprise Expansion

Add entities without rebuilding the integration model.

Route transactions by company, ERP instance or business unit while preserving centralized monitoring and governance.

A Different Integration Model

Don't buy a blank integration platform when you need a financial outcome.

Traditional iPaaS starts with tools. InterWeave starts with the CRM ↔ ERP transaction model and the financial process you need to automate.

Compare Your Use Case

InterWeave vs. traditional iPaaS.

Traditional iPaaS	InterWeave Financial Solutions
Buy an integration platform	Buy a financial automation solution
Design workflows from scratch	Start with pre-configured financial workflows
Assemble connectors and mappings	Configure CRM ↔ ERP transaction patterns
Build exception handling	Exception management and monitoring are part of the model
Add implementation resources	Implementation is part of the InterWeave solution approach
Expand with point integrations	Expand from Native to multi-process and multi-entity orchestration
Add AI as a separate layer	Apply SmartAgents, SmartFlows and governance inside the workflow

Frequently Asked Questions

What buyers usually want to know.

Do we have to replace our CRM or ERP?

No. InterWeave is positioned as the automation layer between the applications you already operate, with mappings and workflows configured around your business process.

Can InterWeave support QuickBooks Desktop as well as cloud financial applications?

InterWeave supports solution patterns for QuickBooks Online and established QuickBooks Desktop environments, along with Sage and Microsoft Dynamics financial applications. Connectivity requirements are validated during solution design.

Are integrations bi-directional?

They can be. A common pattern sends customers, products and transactions to the financial system while returning invoice, payment, balance and operational status to CRM.

How are failed transactions handled?

Monitoring and exception workflows surface failed or mismatched transactions for operational review. InterWeaveAI can assist with triage and recommended actions, with governance controls where approval is required.

How do I access the Customer Portal?

Looking for integration status and transactions? Use the Customer Portal.

Can we start small and expand later?

Yes. Native is designed for a focused CRM ↔ ERP deployment. Orchestrator expands the model across additional processes, applications, payments, entities, monitoring and AI-assisted operations.

What does the price include?

The monthly price is the platform subscription for your Series, including its connectors, standard flows and support level. Implementation is a one-time fee, and the typical first-year figure on each card includes it. Annual prepay saves 15%, and nonprofits save a further 20% on every recurring line. Add-ons such as premium ERP connectors, AI modules and extra entities are scoped to your deployment.

Get Started

Build your InterWeave financial automation solution.

Tell us which CRM, ERP and financial applications you use and what you want to automate. We’ll recommend the right InterWeave solution and transaction model.

CRM-to-ERP workflow review

AR / AP transaction mapping

Payment and reconciliation options

Native or Orchestrator recommendation

Your CRM and ERPshould work as one.

Connect sales, finance and payments with pre-configured automation built around the financial transaction.

Connect the applications you already run.

One platform between every system.

From native integration to enterprise orchestration.

Native Series

Native Series Plus

Orchestrator Enterprise

Orchestrator Ultimate

What InterWeave customers say.

Choose the process, not the platform.

Accounts Receivable

Accounts Payable

Payments + Reconciliation

Choose the business process you want to automate.

AI embedded in the financial workflow — not bolted on.

Every transaction, mapped end to end.

CRM → ERP Automation

Outbound / Process Automation

Return / Control Automation

Quote-to-Cash

Outbound / Process Automation

Return / Control Automation

Order-to-Cash

Outbound / Process Automation

Return / Control Automation

AP / Procure-to-Pay

Outbound / Process Automation

Return / Control Automation

Payments + Reconciliation

Outbound / Process Automation

Return / Control Automation

Multi-Entity Automation

Outbound / Process Automation

Return / Control Automation

From automation to intelligent financial operations.

One automation layer. Different operating models.

Trusted by organizations that depend on connected financial operations.

Financial automation needs control, not just connectivity.

Financial integration built around the transaction.

Bring ERP status back to CRM.

Manage exceptions instead of discovering them later.

Add entities without rebuilding the integration model.

Don't buy a blank integration platform when you need a financial outcome.

InterWeave vs. traditional iPaaS.

What buyers usually want to know.

Build your InterWeave financial automation solution.

Discover your Automation Profile

INTEGRATIONS

Salesforce

Creatio

QuickBooks & Sage

ERP, Payments & Cloud

Your CRM and ERP
should work as one.