SmartIntegration Gateway
Advanced
Inventory.
Deep & real-time.
InterWeave's Advanced Inventory is a cloud-based integration platform connecting QuickBooks Desktop, Sage, and MS Dynamics Advanced Inventory capabilities with CRM and eCommerce applications — acting as a hub that lets financial inventory data flow into the cloud and synchronize in real time.
This enables businesses to leverage their financial application's powerful inventory management features while keeping data in sync across all systems — from multi-location tracking and barcode scanning to serial/lot tracking and FIFO costing.
10+
Advanced inventory features
↺
Real-time bi-directional sync
3
Financial platforms: QB · Sage · D365
Multi-location stock levels
Warehouse A
842 units
East Hartford, CT
Warehouse B
317 units
Atlanta, GA
Retail Floor
94 units
Showroom stock
Item stock status — CRM synced
SKU-10041
Widget Pro — Serial tracked
284
In Stock
SKU-10078
Bulk Pack — FIFO costing
47
Low Stock
SKU-10103
Premium Kit — Lot #B2406
12
Reorder
SKU-10119
Assembly Unit — Multi-bin
196
In Stock
SKU-10134
Spare Parts — Field Svc
33
Low Stock
↺
Real-time sync across all systems
3+
Financial platforms: QB · Sage · D365
10+
Advanced inventory capabilities
0
Manual data re-entry required
360°
Inventory visibility in your CRM
Key features
Advanced Inventory — 10 core capabilities.
InterWeave's Advanced Inventory Solution is built on the SmartSolutions platform, delivering a robust set of integration features and tools that bring your financial application's inventory capabilities into the cloud and into your CRM.
// Multi-Location Inventory Tracking
Track inventory across multiple warehouses, stores, or locations in real time
Assign inventory to specific locations to prevent stock mismatches
Improve order fulfillment efficiency by knowing exactly where items are stored
// Barcode Scanning
Reduce manual entry errors by scanning barcodes instead of typing SKU numbers
Speed up order processing and inventory counts across all locations
Works with existing barcodes or generates new ones as required
// Bin Location Tracking
Organise inventory within a warehouse by bins, shelves, or sections
Locate items quickly and efficiently within a storage facility
Sync bin-level data to CRM for accurate available-to-promise responses
// Mobile Inventory Management
Use mobile scanners to update inventory in real time without a desktop
Sync data with QuickBooks, Sage, and MS Dynamics instantly from any device
Warehouse staff can pick, receive, and transfer stock from mobile devices
// Transfer Between Locations
Easily transfer stock between multiple warehouses or retail locations
Maintain accurate inventory counts across all locations during transfer
Transfer events trigger CRM and financial application updates automatically
// FIFO Costing
Choose between FIFO (First In, First Out) or default Average Cost method
FIFO assigns the cost of older inventory first — better reflecting real-world costs
Essential for businesses dealing with perishable goods or fluctuating material costs
// Serial Number & Lot Tracking
Track individual items by serial number or entire batches by lot number
Useful for product recalls, warranty management, and compliance tracking
Serial and lot data syncs to CRM — visible on orders, cases, and service records
// Landed Cost Calculation
Factor in shipping, duties, insurance, and other expenses to get the true cost of inventory
Landed cost data flows to CRM for accurate margin and profitability analysis
Helps in pricing decisions — ensuring your quotes reflect actual inventory costs
// Sales Order Fulfillment Workflow
Assign picking orders to workers and track fulfillment stages end-to-end
Reduce errors in order picking and improve delivery times across all channels
Fulfillment status syncs to CRM — sales teams see order progress in real time
// Customisable Reporting
Generate reports on inventory valuation, sales, stock levels, and reorder points
All report data exportable and available in CRM dashboards in real time
Make data-driven reordering and pricing decisions with accurate, unified inventory data
Business benefits
Operational and financial benefits — from day one.
Businesses that implement InterWeave's Advanced Inventory Cloud integration can expect a range of measurable operational and financial benefits — from the moment the integration is configured and live.
InterWeave provides the data structure, workflow, and complex processing logic necessary to ensure fast, reliable, and secure transmission of inventory data between your financial application, CRM, and eCommerce systems — eliminating the manual processes that slow your business down.
Efficiency & Time Savings
Automates data transfer between your financial application, CRM, and eCommerce platforms — reducing manual entry and the workload on your operations and finance teams significantly.
Real-Time Visibility
Provides up-to-date inventory and financial data across all teams — sales, operations, warehouse, and finance — through a unified, real-time view of your entire inventory estate.
Error Reduction
Minimises data discrepancies between your financial application and your CRM — eliminating the manual re-entry that causes stock mismatches, order errors, and reconciliation headaches.
Faster Order Fulfillment & Cash Flow
Speeds up billing and inventory updates for improved customer service — faster pick/pack/ship cycles, faster invoicing, and faster cash collection with automated sales-to-invoice workflows.
Cost Savings & Scalability
Subscription-based, eliminating the need for custom integrations or additional IT infrastructure. Scale as your business grows — add locations, SKUs, and channels without rebuilding your integration.
Financial application integration
QuickBooks, Sage & MS Dynamics — seamlessly connected.
InterWeave connects to QuickBooks, Sage, and MS Dynamics through a secure, real-time link — enabling deep integration while respecting each application's architecture. Multiple access protocols maintain accurate and up-to-date records across all systems.
QuickBooks
Desktop · Enterprise
Advanced Inventory via QuickBooks Enterprise Platinum or higher
QODBC Driver for secure database access and real-time sync
Encrypted communication via secure port — one-time host configuration
Multi-location, serial/lot, FIFO, barcode, and bin data fully integrated
QuickBooks Desktop functionality extended to cloud and CRM
Historical transaction data accessible in CRM for 360° customer view
Sage
Intacct · 100cloud · X3
Sage Intacct — REST/SOAP API with OAuth 2.0 authentication
Sage 100cloud — Business Object Interface (BOI) on-premise agent
Sage X3 — SData REST API (
/api1/x3/erp/) with OAuth 2.0Sage BusinessWorks — ODBC direct database connection
Inventory, items, warehouses, and lot/serial data fully integrated
Multi-entity and multi-folder support for enterprise Sage deployments
MS Dynamics
D365 · Business Central
MS Dynamics 365 ERP via OData v4 REST API with Azure AD auth
Business Central via OAuth 2.0 and standard REST endpoints
Inventory entities:
InventItemTable, InventSum, WMSLocationMulti-warehouse, serial tracking, and lot batch fully supported
Financial dimensions (Business Unit, Cost Centre) flow to CRM
Legal entity routing via
dataAreaId for multi-company deployments// Master Data Sync
Customers, Vendors, Contacts, and Items stay updated between your financial application and all connected systems — bi-directionally and in real time with every change.
// Inventory & Fulfillment
Advanced Inventory data — multi-location stock, serial/lot numbers, assembly builds, and FIFO costs — integrated across CRM, eCommerce, and financial application.
// Automated Bi-Directional
Changes in any connected system trigger instant synchronization across all others. Data accuracy is maintained and manual entry eliminated across the entire business operations stack.
Use cases & industries
Real inventory problems.
Real solutions.
InterWeave Advanced Inventory integration serves businesses across industries wherever accurate, real-time inventory data needs to flow between financial, CRM, and operational systems.
🏭
Wholesale & Distribution
Multi-Warehouse Tracking & Order Processing
Enables multi-warehouse tracking and seamless order processing — from the CRM sales order through to pick, pack, ship, and invoice in the financial application — with real-time stock visibility across all distribution centres.
🛒
Retail & eCommerce
eCommerce Inventory Sync in Real Time
Synchronizes inventory between online sales channels (Shopify, Magento, WooCommerce) and QuickBooks, Sage, or MS Dynamics — preventing overselling, keeping store stock levels current, and posting sales automatically.
⚙️
Manufacturing
Inventory, Orders & Production Data
Connects raw material inventory, work-in-progress, assembly builds, and finished goods — with production orders and BOMs in your financial application flowing to CRM for delivery commitments and customer visibility.
🔧
Field Service & Equipment
Spare Parts Tracking & Automated Billing
Tracks spare parts and consumable inventory used by field technicians — automatically posting usage to work orders, triggering invoicing, and keeping stock levels accurate across field service vans and depot locations.
🌿
Nonprofits & Others
Financial Reporting & Donor-Funded Inventory
Streamlines financial reporting and inventory tracking for donor-funded projects — ensuring grant-restricted goods are tracked to the correct funding source, with full audit trails for compliance and reporting.
🏥
Healthcare & Life Sciences
Lot & Serial Tracking for Compliance
Lot tracking and serial number management for medical devices, pharmaceuticals, and regulated supplies — supporting product recall workflows, warranty tracking, and FDA/regulatory compliance requirements.
Technical requirements
What you need to get connected.
InterWeave Advanced Inventory integration is designed for straightforward setup — a one-time configuration on your financial application host opens a secure channel, after which InterWeave operates as a fully cloud-based service.
QuickBooks Desktop Requirements
RequiredQuickBooks Desktop Enterprise Platinum or higher for Advanced Inventory features
RequiredQODBC Driver for database access and real-time InterWeave sync
RequiredInternet connection for secure cloud communication to InterWeave servers
RequiredOne-time setup to configure authentication and integration settings on QB host
NoteQuickBooks Pro/Premier supported for standard inventory (Advanced Inventory requires Enterprise)
Sage Requirements
APISage Intacct & X3: REST or SOAP API access with OAuth 2.0 authentication
SDKSage 100cloud: Sage 100 SDK / Business Object Interface (BOI)
ODBCSage BusinessWorks: ODBC direct database connection (Pervasive/PSQL)
RequiredSage Intacct, 100cloud, BusinessWorks, Business Central, X3 and others supported
RequiredInterWeave on-premise agent for BOI/ODBC-based Sage editions
MS Dynamics Requirements
ODataD365 ERP: OData v4 REST API with Azure AD app registration
OAuthBusiness Central: OAuth 2.0 with standard REST API endpoints
RequiredAzure AD app registration with appropriate D365 security roles
RequiredInternet connection for secure InterWeave cloud communication
OptionalOn-premise D365 deployments supported via agent-based access
All Deployments
RequiredInterWeave SmartIntegration Hub subscription
RequiredSupported CRM: Salesforce or Creatio (other CRMs on request)
RequiredInternet connection on financial application host for cloud communication
OptionaleCommerce platform connection (Shopify, Magento, WooCommerce, etc.)
OptionalAccounts Payable sync: Vendors, Bills, Purchase Orders, and Payments
Why InterWeave
Real-Time Bi-Directional
Changes in your financial application or CRM trigger instant synchronisation across all connected systems — automated, accurate, and always current.
Encrypted & Secure
All data transmitted via encrypted channels. InterWeave hosted on Rackspace Managed Hosting — PCI-DSS and HIPAA compliant with 100% uptime guarantee.
Cloud-Based Service
After one-time configuration, InterWeave operates as a fully cloud-based service — no ongoing IT maintenance, no proprietary hardware, no manual intervention required.
Subscription Scalability
Subscription-based pricing eliminates the need for expensive custom integrations or IT infrastructure — scale as your business grows without rebuilding from scratch.
Connect your inventory to your CRM
Advanced Inventory.
Finally connected.
Deploy InterWeave Advanced Inventory integration and unlock real-time, bi-directional sync between QuickBooks, Sage, or MS Dynamics and your CRM — with 10+ advanced inventory capabilities flowing across your entire business.
QuickBooks · Sage · MS Dynamics
Real-time bi-directional sync
10+ inventory capabilities
No custom development
Subscription-based pricing