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.
- 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.
MS Dynamics 365
Configurable Solutions between your favorite CRM's and your MS Dynamics 365 and other Editions.
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:
- Financial Management
- 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.
- Budgeting and Forecasting
- Creating, managing, and comparing budgets against actual financial data.
- Analyzing financial trends for forecasting.
- Inventory Management
- Tracking inventory levels and managing stock.
- Monitoring inventory costs and sales.
- Generating reports on inventory movement and valuation.
- Payroll Integration
- Processing employee salaries, tax calculations, and deductions.
- Managing payroll compliance and reporting.
- Tax Compliance
- Calculating, collecting, and reporting sales tax or VAT.
- Generating tax reports for compliance and audit purposes.
- Multi-Currency Support
- Managing transactions in multiple currencies.
- Tracking exchange rates and currency gains/losses.
- Customer and Vendor Management
- Maintaining detailed records for customers and vendors.
- Tracking customer invoices, payments, and outstanding balances.
- Managing vendor bills and payments.
- Job and Project Costing
- Allocating expenses and revenues to specific jobs or projects.
- Monitoring project profitability and progress.
- Integration and Automation
- Syncing with CRMs, payment gateways, and other third-party tools.
- Automating routine tasks such as invoicing, reminders, and transaction imports.
- User Roles and Permissions
- Setting up roles to restrict or allow access to specific features and data.
- Ensuring data security and compliance with organizational policies.
- Audit Trails
- Maintaining logs of all user activities for transparency and compliance.
- Ensuring accountability in financial processes.
- Cloud and Mobile Access
- Allowing access to financial data from anywhere (dependent on the software version or service level).
- Supporting mobile apps for basic transaction management and reporting.
- Uni or bi-directional integration at object level
- Create and update Sage Customers, Sales Orders, Invoices and Products from your CRM
- Create or update Accounts, Contacts, Opportunities and Products in your CRM based on data in Customers, Invoices, Sales Orders, and other relevant fields in QuickBooks
- 24x7 access to the online support knowledgebase
- Discounts on value add solutions including:
- InterWeave Payment Gateway
- InterWeave Customer Portal
- InterWeave Payroll (ADP/Paychex) Integration
- Accounts Payable and General Accounting features for Bills, Checks, Deposits, Account (COA), Journals, Vendor Credits and more are available in CRM.
- All Quickbooks history, like Invoices, payment history, etc. is available in your CRM
- Configurable options allowing you to change/select new integration configurations at object level.
- Error Management and Monitoring, Connection Monitoring, Log Viewer and automatic email or IM notification if error detected.