Connected Business Systems

Connect Your Business Systems to Accounting Software for Automated Financial Data Flow

Custom API integrations that connect your ERP, CRM, eCommerce, payroll, and banking to your accounting platform. Not a Zapier workflow that moves data without understanding its purpose, but a purpose-built integration layer where a Chartered Accountant validates the financial logic at every connection point.

Your systems share data automatically, your books are always current, and your finance team stops being a data entry department.

  • 100+ Integrations Built
  • 4 Platform Certifications
  • CA-Validated Financial Logic

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CSV data integration from CRM, billing, payroll, and banking into accounting platform for automated financial reporting

Trusted by growing businesses
across the US, UK, and global markets

Don’t take our word, Hear from our clients

The Problem

Your Business Runs on Disconnected Systems

The average mid-market company uses three to seven core business systems. Each was purchased to solve a specific operational problem. Each one does its job well in isolation. But finance does not work in isolation.

Manual Data Handoffs

A chain of error-prone transfers

Someone downloads a report from the CRM every Friday. Someone else copies invoice data into QuickBooks. A third person reconciles the eCommerce payout against bank deposits in a spreadsheet. The payroll manager emails a summary that the bookkeeper rekeys into the accounting system.

Audit Risk at Every Step

Snapshots in time, not live data

Every CSV export is a snapshot in time. By the time your finance team imports it into accounting, the source system may have changed. An invoice was voided. A payment was applied. A return was processed. The data no longer matches, and nobody notices until the monthly reconciliation.

Measurable Problems

Data lag, duplicates, and compliance gaps

Data lag means financial reports reflect last week’s reality. Duplicate entries go unnoticed. Missing transactions understate revenue. A chart of accounts drift causes revenue to post to catch-all accounts. Tax treatment cannot be enforced consistently across thousands of transactions.

8%
Finance leaders feel “very well prepared” for tech tools (AICPA, 2025)
25K
Hours/year wasted by a 40-person team on automatable tasks (Gartner)
100+
Integrations built by Satva across 8+ accounting platforms
10+
Years building accounting system integrations

Why Zapier and Make Do Not Solve This

iPaaS platforms like Zapier, Make, and Workato are excellent at moving data between systems. They are not accounting tools. And that distinction matters.

A Zapier workflow can push a new HubSpot deal into QuickBooks as an invoice. But it does not know which revenue account to post it to based on the product category. It does not calculate sales tax based on the customer’s nexus state. It does not handle multi-currency transactions where the deal was priced in GBP but needs to be posted in USD at the daily exchange rate. It does not reverse the invoice if the deal is marked as lost two days later.

No-code automation tools treat accounting data like any other data, a payload to be moved from A to B. But accounting data has rules. Debits must equal credits. Revenue recognition must follow the correct timing. Tax must be calculated, not approximated. Chart of accounts mapping must respect account types, hierarchies, and reporting structures.

When these rules are violated, you do not get an error message. You get financial statements that do not tie, reconciliation breaks that take hours to diagnose, and audit findings that undermine confidence in your numbers.

Common Business Scenarios We Solve

  • Connecting CRM systems like Salesforce or HubSpot with accounting software
  • Automating financial reporting across multiple tools and departments
  • Syncing SaaS billing platforms with accounting systems
  • Consolidating financial data across multiple entities or locations
  • Integrating payment gateways like Stripe with accounting platforms

Accounting Platforms We Commonly Integrate

We work with leading accounting systems used by US businesses

QuickBooks Online Integration

NetSuite Integration

Xero Integration

Microsoft Dynamics 365 Integration

What We Connect

Every Business System, One Accounting Platform

Satva integrates all major business system categories into your accounting platform. Each integration is custom-built with your specific chart of accounts, tax rules, and reconciliation requirements.

01ERP to AccountingProcurement, inventory, operations

Connect procurement, inventory, and operations data to your financial ledger. Purchase orders become bills. Goods receipts trigger inventory adjustments. Intercompany transactions post elimination entries automatically.

Platforms: NetSuite, SAP Business One, Microsoft Dynamics 365 Business Central, Acumatica, Sage Intacct, Sage 300

NetSuite | SAP | Business Central | Acumatica | Sage

02CRM to AccountingDeals close, invoices appear

When a deal closes in your CRM, the invoice should exist in accounting within minutesnot after someone re-keys it on Monday morning. Won deals become invoices. Contact records sync bidirectionally. Revenue forecasts reflect actual bookings.

Platforms: HubSpot, Salesforce, Zoho CRM, Pipedrive, Microsoft Dynamics 365 CRM

HubSpot | Salesforce | Zoho CRM

03eCommerce to AccountingOrders, refunds, payouts, tax

When you get orders you also get refunds and payouts. They all go into your accounting system. This is really helpful, for people who sell things on lots of websites because they can see how much money they are making from all of the different places they sell things. Payment processor deposits reconcile against individual transactions automatically.

Platforms: Shopify, Amazon Seller Central, WooCommerce, BigCommerce, Magento, Wix

eCommerce Accounting | Shopify

04HRMS & Payroll to AccountingComplex journal entries, simplified

Payroll runs generate complex journal entrieswages, employer taxes, benefits, superannuation, pension contributions. Each component posts to a different account. Each jurisdiction has different rules. Manual journal entries for payroll are one of the most common sources of accounting errors in mid-market companies.

Platforms: Gusto, ADP, Paychex, BambooHR, Rippling, Xero Payroll, QuickBooks Payroll

05Banking & Payments to AccountingAutomatic reconciliation

Bank feeds, payment processor settlements, and merchant account deposits reconcile automatically against invoices and bills in your accounting system. Stripe payouts match individual transactions. ACH batches break down into component payments.

Platforms: Stripe, Square, PayPal, Braintree, Plaid, Yodlee, bank feed APIs

06BI & Reporting to AccountingClean financial data for dashboards

The financial information from your accounting system goes into the dashboards. Reporting tools. It is not just numbers it is the data that is properly organized and combined. This information is also changed into the currency. The financial data is connected to your ledger and it has the correct accounting information. The financial data, from your accounting platform is what you see in the dashboards and reporting tools.

Platforms: Power BI, Tableau, Looker, Google Data Studio, custom dashboards

Financial Reporting & Dashboards

Why Satva

How We Are Different

Most integration agencies employ software engineers. So do we. The difference: our team includes a qualified Chartered Accountant who reviews every integration’s financial logic before it goes live.

A Chartered Accountant Validates Every Integration

Not a checkboxreal accounting validation

The CA validates chart of accounts mapping (ensuring account types, hierarchies, and reporting classifications are correct), tax treatment (sales tax, VAT, GST vary by jurisdiction, product type, and customer exemption status), multi-currency handling (exchange rates, realized/unrealized gains and losses), and reconciliation rules (built-in reconciliation checks at every integration point).

You are not hiring an agency that codes first and asks accounting questions later. You are hiring a team that understands the financial implications of every data mapping decision.

We Understand Chart of Accounts, Not Just API Endpoints

100+ integrations across 8+ platforms

Ask your integration vendor what happens when a customer in your CRM has a different billing currency than your accounting platform’s home currency. Ask them how the resulting invoice handles exchange rate differences. Ask them where the realized gain or loss posts. If the answer involves “we will figure it out during implementation,” that is the wrong vendor for a financial integration.

Our team has built 100+ integrations across QuickBooks Online, QuickBooks Desktop, Xero, Sage, NetSuite, Business Central, MYOB, and Acumatica. We have reusable components for common patterns that skip months of R&D your team would otherwise spend discovering the same problems we solved years ago.

We Build and Operate

Long-term technology partner

Satva builds the integration they put it out there they keep an eye on it. They make sure it runs smoothly. We are here to help all the time and make sure the integration keeps working when the APIs change, when the way you do business changes and when you have transactions. Satva is not a company that helps you with a project and then leaves. We are a technology partner that works with our clients for a time and we have clients who have been with Satva, for years.

Platform Certified

Verified expertise, not participation trophies

QuickBooks Certified ProAdvisor and authorized Solutions Provider. Xero Certified Developer with published integrations. MYOB Certified Integration Developer. Acumatica Certified Integration Developer. Zoho Strategic Consulting & Implementation Partner. Linnworks Certified Implementation Partner. The only company from India shortlisted for the Intuit Professional Partner program.

Comparison

How Your Options Stack Up

✓ Satva SolutionsZapier / Make / WorkatoGeneric Dev AgencyIn-House Development
Accounting expertiseCA on staff validates financial logicNone. Data routing onlyNone. They can code APIs but do not understand double-entry bookkeepingDepends on your team. Most engineering teams lack accounting domain knowledge
CustomizationFully custom to your chart of accounts, tax rules, and workflowsLimited to available triggers and actions. Complex logic requires custom code inside the platformFully custom, but expect multiple rounds of rework as accounting requirements surface during testingFull control
OwnershipYou own the integration. No per-user or per-connection feesDependent on the platform. Workflows break if you leaveYou own the codeYou own everything
Time to deployWeeks to low single-digit months depending on complexityHours for simple workflows. Weeks or months for anything involving real accounting logicMonths. Accounting API learning curve is steep for teams without prior experienceMonths to quarters
Ongoing supportMaintenance and support packages availableCommunity forums. Enterprise support is expensiveVariable. Most agencies move on to the next projectYour team maintains it forever
Cost modelFixed cost or time-and-material. No recurring platform feesPer-task or per-operation pricing. Costs scale with transaction volumeHourly or fixed bid, but scope changes are common when accounting edge cases appearFully loaded engineering salaries. Opportunity cost of pulling developers off your core product

Results

Real-World Impact

75%

Reduction in manual data entry

$592K+

Cumulative operational savings

3 days → 4 hrs

Month-end reconciliation time

50%+

Audit preparation time reduction

Your Finance Team Should Not Be a Human Middleware Layer
Between the Systems Your Business Runs On

Request a free consultation and we will map out which integrations deliver the fastest ROI for your specific setup.

Request a Free Consultation

Frequently Asked Questions

How long does a typical business systems integration project take?
It depends on the number of systems, the complexity of your chart of accounts, and the volume of data. A single CRM-to-accounting integration with standard mapping typically takes four to six weeks. A multi-system project connecting ERP, CRM, eCommerce, and payroll to accounting usually takes two to four months. We start every engagement with a discovery phaseoften a paid discovery sprint under $700 for smaller scopesto map your specific requirements and provide an accurate timeline before committing to full development.
Do we own the integration code, or is it a hosted service we pay for monthly?
You own it. We build custom integrations that run on your infrastructure or your cloud account (AWS, Azure, or GCP). There are no per-user fees, no per-connection fees, and no recurring platform charges. If you choose our ongoing support and maintenance package, that is a separate agreementbut the integration code itself belongs to you.
What accounting platforms do you integrate with?
QuickBooks Online, QuickBooks Desktop, Xero, Sage (Intacct, 50, 300), Oracle NetSuite, Microsoft Dynamics 365 Business Central, MYOB, Acumatica, and Zoho Books. We are certified developers on QuickBooks, Xero, MYOB, and Acumatica. If your accounting platform is not on this list, contact uswe have likely worked with it or can evaluate it quickly.
We already have Zapier workflows connecting some systems. Can you replace them incrementally?
Yes. We frequently replace Zapier and Make workflows with custom integrations on a system-by-system basis. You do not need to rip everything out at once. Most clients start with the integration that causes the most painusually the one with the most manual reconciliationand expand from there. We run the custom integration in parallel with the existing workflow during a validation period before cutting over.
How do you handle errors and failed transactions?
Every integration includes error handling, retry logic, and alerting. If a transaction fails to syncbecause of an API timeout, a validation error, or a data format issuethe system logs it, retries automatically based on configurable rules, and alerts your team if manual intervention is needed. Failed transactions do not silently disappear. We also build reconciliation reports that compare transaction counts and totals between the source system and accounting to catch discrepancies proactively.
What is the cost structure?
We offer fixed-cost and time-and-material engagement models. Fixed cost works well when the scope is clearly defined. Time-and-material works better for ongoing development or projects where requirements may evolve. Our rates are $30-$35/hour for US clients and $25-$30/hour for UK, Canada, and other markets. There are no per-user fees, no transaction fees, and no recurring platform charges. The initial discovery sprint is typically under $700 for smaller projects, giving you a detailed scope, estimate, and architecture plan before you commit to full development.

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Related Pages

Accounting Platforms We Integrate With

Solutions

Accounting Automation
AP, AR, reconciliation, and close
Financial Reporting & Dashboards
Real-time financial visibility
eCommerce Finance Automation
Orders, payouts, and tax reconciliation
Unified Integration Platform
One API for SaaS platforms

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