The SmartIntegration Platform

The SmartIntegration Platform for Financial Application Integration

Take Control of Your Business Processes with Seamless CRM Integration.

InterWeave SmartSolutions empowers businesses to streamline their operations with complete integration between Financial Accounting Applications and your CRM.

As a trusted provider for thousands of businesses, InterWeave SmartSolutions transforms the way you manage your data. By integrating a wide range of Financial Accounting Applications through InterWeave’s comprehensive SaaS Integration Platform, you gain uni- or bi-directional data synchronization that enhances efficiency and productivity.

Our platform adapts to the evolving landscape of financial systems, offering cutting-edge integration enhancements, customization capabilities, and a modernized user experience. Whether you’re working with cloud-based or on-premise accounting solutions, InterWeave ensures a seamless connection that bridges your financial applications and CRM systems, empowering your business to operate with unmatched agility and insight.

InterWeave Smart Solutions
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Building Upon Success

InterWeave SmartSolutions builds upon the success of Financial Accounting Applications by delivering powerful yet easy-to-use configurable integration solutions for your CRM. Our SMARTSolutions enable seamless uni- or bi-directional integration of data between your Financial Accounting Applications and your CRM.

Complete, Pre-Built Integration Solutions Between "Best of Breed" Applications. All processes, workflow logic, and mapping are ready for you to configure—using only your mouse and a web interface.

SmartSolutions are fully customizable, allowing you to leverage pick lists, drop-down menus, and custom fields to tailor integrations to your exact needs.

Whether you’re a start-up, SMB, or enterprise, choose the perfect configuration model for your business—and modify it at any time to adapt to growth and change.

InterWeave SmartSolutions empowers you to transform integration into a competitive advantage, ensuring your systems work together seamlessly to support your success.

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The SmartIntegration Platform for Financial Application Integration

The leader in Accounting and Financial Application Software Integration.

InterWeave’s Financial Application Integration connects various financial platforms like Financial Application Integration, Sage and MS Dynamics, through the InterWeave SmartSolutions platform—a powerful SaaS integration system. This platform enables uni- or bi-directional data integration with your CRM, ensuring seamless collaboration across your applications. As financial applications have evolved, InterWeave has consistently stayed ahead, delivering solutions that adapt to and align with these advancements.

  • Stay Effortlessly Organized Keep your accounts in order without the hassle. InterWeave’s Financial Application Integration seamlessly syncs with your accounts and automatically categorizes transactions, ensuring you stay organized year-round with minimal effort.

  • Track Expenses with Confidence From managing daily expenses to preparing for tax season, InterWeave’s Financial Application Integration gives you a clear understanding of where your money is going, helping you stay on top of your finances.

  • All-in-One Financial Overview Start your day with a complete financial snapshot. With every transaction imported into a centralized dashboard, you can monitor all your balances in one place for total clarity.
  • InterWeave’s Financial Application Integration Platform

Empower Agility and Innovation with a Connected Business

Transform your business with InterWeave’s Financial Application Integration, designed to unify data, processes and teams. Deliver operational excellence, foster innovation, and create exceptional customer experiences—all while enabling your team to thrive in a hyperconnected environment. InterWeave’s Financial Application Integration connects seamlessly through the InterWeave SmartSolutions platform—a robust SaaS integration system. Offering uni- or bi-directional data integration with your CRM, this solution ensures your systems evolve in step with the expanding capabilities of your Financial Applications, empowering your business to stay ahead.

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InterWeave Financial Solutions

For Pre-Configured Solutions covering all AR/AP transaction integration for you to choose from. 

QuickBooks Online

Configurable Solutions between your favorite CRM's and your QuickBooks Online.

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QuickBooks Desktop

Configurable Solutions between your favorite CRM's and your QuickBooks Desktop.

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Sage Intacct

Configurable Solutions between your favorite CRM's and your Sage Intacct.

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Sage 100Cloud

Configurable Solutions between your favorite CRM's and your 100Cloud.

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All other Sage

Configurable Solutions between your favorite CRM's and all other Sage.

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MS Dynamics 365

Configurable Solutions between your favorite CRM's and your MS Dynamics 365 and other Editions.

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QuickBooks, Sage, and Microsoft Dynamics are all robust financial and business management platforms. While they differ in specific features and target audiences, they share several common processes. Here’s a breakdown of the shared functionalities:

  • Accounts Payable (AP): Managing vendor invoices, payments, and expenses.
  • Accounts Receivable (AR): Creating and tracking customer invoices and payments.
  • General Ledger (GL): Recording all financial transactions and maintaining the chart of accounts.
  • Bank Reconciliation: Matching bank transactions with system records to ensure accuracy.
  • Financial Reporting: Generating balance sheets, profit & loss statements, and cash flow reports.
  • Creating, managing, and comparing budgets against actual financial data.
  • Analyzing financial trends for forecasting.
  • Tracking inventory levels and managing stock.
  • Monitoring inventory costs and sales.
  • Generating reports on inventory movement and valuation.
  • Processing employee salaries, tax calculations, and deductions.
  • Managing payroll compliance and reporting.
  • Calculating, collecting, and reporting sales tax or VAT.
  • Generating tax reports for compliance and audit purposes.
  • Managing transactions in multiple currencies.
  • Tracking exchange rates and currency gains/losses.
  • Maintaining detailed records for customers and vendors.
  • Tracking customer invoices, payments, and outstanding balances.
  • Managing vendor bills and payments.
  • Allocating expenses and revenues to specific jobs or projects.
  • Monitoring project profitability and progress.
  • Syncing with CRMs, payment gateways, and other third-party tools.
  • Automating routine tasks such as invoicing, reminders, and transaction imports.
  • Setting up roles to restrict or allow access to specific features and data.
  • Ensuring data security and compliance with organizational policies.
  • Maintaining logs of all user activities for transparency and compliance.
  • Ensuring accountability in financial processes.
  • Allowing access to financial data from anywhere (dependent on the software version or service level).
  • Supporting mobile apps for basic transaction management and reporting.
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A solution that works as hard as you do

With InterWeave SmartSolutions, you can Configure your customized Integration Solution that integrates all standard Financial Application Tables (Customers, Vendors, Contacts, Sales Orders, Sales Receipts, Invoices, Estimates, Jobs, Items, etc.), with your CRM Standard and Custom objects (Accounts, Contacts, Opportunities, Orders, Invoices, Products, Cases, etc.).