Powered by real-time sync between platforms like Salesforce + QuickBooks/Sage via InterWeave SmartSolutions

An integrated system should do more than sync data—it should generate actionable financial insights. With InterWeave SmartSolutions connecting your CRM and accounting systems, you can automatically deliver key financial reports to the right teams—without manual exports or Excel gymnastics.

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1. Accounts Receivable (AR) Aging Report

Purpose: Track how long invoices have been outstanding
Benefits:

• Identifies overdue invoices and potential cash flow risks
• Helps prioritize collections efforts

Delivered Automatically:

• Grouped by customer and aging brackets (e.g., 0–30, 31–60, 61–90+ days)
• Synced to Salesforce for sales visibility and AR follow-up triggers

2. Accounts Payable (AP) Aging Report

Purpose: Track what your company owes and when
Benefits:

• Avoid late payments or early-payment penalties
• Improve vendor relationships and cash planning

Delivered Automatically:

• Pulls from Sage or MS Dynamics into CRM dashboards
• Helps finance and procurement teams prioritize payments

3. Cash Flow Statement

Purpose: Show inflows and outflows of cash over a period
Benefits:

• Provides a real-time view of available working capital
• Supports forecasting, investment, and expense decisions

Delivered Automatically:

• Combines invoice data, payments, and expenses
• Can be segmented by department, product line, or business unit

4. Profit & Loss (P&L) Statement

Purpose: Summarize income, costs, and profits over time
Benefits:

• Tracks profitability and financial performance
• Supports strategic decisions and board reporting

Delivered Automatically:

• Pulls in revenue data from CRM (e.g., won Opportunities)
• Combines with accounting expenses from Sage, QuickBooks, or MSBC

5. Sales-to-Cash Conversion Report

Purpose: Show time elapsed from sale to payment
Benefits:

• Measures process efficiency across departments
• Identifies friction points in billing, invoicing, or collections

Delivered Automatically:

• Maps Opportunities → Orders → Invoices → Payments
• Visualized in Salesforce dashboards via InterWeave sync

Bonus: Other Useful Auto-Reports

Report	Use
Recurring Revenue (MRR/ARR)	Subscription health & forecasting
Invoice Exception Report	Flag missing, duplicate, or rejected invoices
Deferred Revenue Report	Compliance and SaaS revenue recognition
Inventory Valuation Report	For product-based businesses using ERP sync

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Benefits of Automated Financial Reporting

• Save Time: No more manual report generation
• Increase Accuracy: Live data from both CRM and accounting systems
• Team Alignment: Everyone works from a single source of financial truth
• Scheduled Delivery: Automatically email reports to teams, execs, or clients