Identify real revenue opportunities fast, and close them.
Leverage insights to unlock the real potential of RevOps.
Convert faster with automated, governed workflows
Replace spreadsheet handoffs and brittle integrations with event-driven workflows that keep CRM and finance in sync.
Shorten quote-to-cash by eliminating re-entry, manual approvals, and status chasing across tools.
Reduce billing mistakes with validation, controlled updates, and synchronized master data.
Unify pipeline, orders, invoices, and cash status so finance and RevOps work from the same truth.
Why Sanka
When your team uses spreadsheets or one-off integrations, the real cost shows up as:
- Discount errors and unapproved terms
- Misaligned product catalogs and pricing logic
- Missing billing triggers when stages change
- Revenue timing drift (invoice vs. delivery vs. recognition)
Use Sanka to make the workflow explicit, governed, and observable.
Here's what customers say
- Extremely user friendly
- Simple, quick, powerful
- Great collaboration tool
- Organized and on point
- Outstanding
Integrate with the systems you already use
Sanka integrates with common revenue and finance tools so you can automate RevOps without a rip-and-replace.
- CRM: HubSpot, Salesforce
- Commerce: Shopify
- Payments: Stripe
- Accounting/ERP: QuickBooks, Xero, NetSuite
- Collaboration: Slack
How it works
Start with one workflow, prove value quickly, and expand safely with guardrails.
- Workflow mapping: document current workflows and identify high-leverage automation points.
- Integration setup: connect CRM, billing, accounting, and payments with secure credentials.
- Data model alignment: map custom objects and fields so updates stay consistent across systems.
- Go-live support: monitoring, audit logs, and fast iteration during rollout.
Frequently asked questions
What systems does Sanka integrate with?
Sanka can connect with leading CRM, billing, accounting, payments, and collaboration tools. If you have a custom system, we can usually support it via API or iPaaS patterns. Contact us with your stack and we will confirm fit.
Can we start with one workflow (for example invoice automation) and expand later?
Yes. Most teams start with one workflow that removes the largest manual bottleneck, then expand to adjacent processes once the data model and audit trail are in place.
How do approvals and audit logs work?
Approvals are modeled as explicit workflow steps with who, what, and when recorded. Every execution is logged so finance can trace changes from CRM stage changes to invoices and cash events.
How do you handle custom objects and custom fields?
We map your custom objects and fields during implementation so downstream workflows use stable, governed definitions. This keeps automation predictable even as systems evolve.
What is the typical implementation timeline?
It depends on your systems and number of workflows. A first workflow can often go live in weeks, then additional workflows are added iteratively.
Related solutions
- Order to Cash Automation: Automate the journey from order creation to invoicing, payment, and reconciliation.
- Procure to Pay Automation: Streamline purchasing, approvals, bills, and disbursements with controls and auditability.
- Record to Report Automation: Close faster with clean journals, reconciliations, and governed reporting pipelines.