Financial Operations Automation — CRM · ERP · Payments
The SmartIntegration Platform
Your CRM, Financials,
& Payments —
Connected.
No IT required. Deployed in days. Built for mid-market speed.
InterWeave connects your Salesforce or Creatio to your Financial Systems, ERP, Payment Platforms and more — automating revenue and financial workflows with SmartFlows and AI-powered SmartAgents.
Cleaner books, faster close — automate reconciliation and reduce manual entry
Real-time financial visibility — sync revenue and payment data for reporting accuracy
Scale without adding staff — automate workflows so operations grow with confidence
Inter
Weave
Hub
Weave
Hub
Salesforce
Creatio
MS Dynamics
QuickBooks
Sage Intacct
Payments
Salesforce
Creatio
MS Dynamics 365
Sage Intacct
QuickBooks
Stripe
Authorize.net
PayPal
Magento 2
Sage 100cloud
Sage X3
Nuvei
Salesforce
Creatio
MS Dynamics 365
Sage Intacct
QuickBooks
Stripe
Authorize.net
PayPal
Magento 2
Sage 100cloud
Sage X3
Nuvei
The problem
Disconnected systems
slow growth.
When CRM, ERP, and payments don't work together, teams spend time fixing data instead of running the business.
01
Manual Work
Reconciliation becomes a daily grind
Payments, invoices, and customer records drift out of sync — creating delays, errors, and manual re-entry work that consumes finance team hours every day.
02
Fragile Integrations
Point-to-point tools break under change
Upgrades, new requirements, and volume spikes expose brittle point-to-point workflows — every change breaks something, and maintenance becomes its own full-time job.
03
Limited Visibility
Reporting lags behind reality
Finance and operations make decisions with stale, inconsistent data. By the time reports are reconciled, the business has already moved — and so have the risks.
The InterWeave
Automation Hub.
InterWeave orchestrates data and workflows across CRM, ERP, and payment systems — transforming integration into intelligent automation. One platform. Every system. No IT required.
Instead of brittle point-to-point connectors, InterWeave provides a governed automation layer that connects your Salesforce or Creatio CRM to your financial applications, ERP, and payment processors — with SmartFlows handling the business logic and SmartAgents providing AI-powered monitoring and optimisation.
Salesforce
Creatio
↕ InterWeave SmartHub — SmartFlows + SmartAgents
QuickBooks
Sage Intacct · 100cloud · X3
MS Dynamics 365 F&O · BC
Payments — 48+ MSPs
Smart
Hub
Hub
Salesforce
Creatio
D365
QuickBooks
Sage
Payments
What we automate
Automate the work that
slows your business.
InterWeave streamlines financial operations across systems — so teams spend less time fixing data and more time moving forward.
01
// CRM → ERP Financial Synchronisation
Eliminate manual entry and reduce accounting errors with reliable, real-time synchronisation between your customer records and financial systems. Closed Won → Invoice automatically.
02
// Payment Reconciliation & Reporting
Automate matching, exception handling, and reporting across all payment gateways and accounting systems. Daily reconciliation runs without Finance team intervention.
03
// Subscription & Recurring Billing
Support recurring revenue operations with smart automation and consistent, reliable data flows. Failed payment retry, dunning workflows, and revenue recognition all handled automatically.
04
// Revenue & Finance Orchestration
Coordinate processes across systems to reduce delays, prevent data drift, and improve financial visibility. Quote-to-Cash to Reconciliation — fully orchestrated across CRM, ERP, and payments.
05
// Multi-System Workflow Automation
Build robust end-to-end workflows that handle volume spikes and edge cases without breaking down. SmartFlows replace fragile point-to-point scripts with governed, maintainable automation.
06
// Exception Monitoring & Governance
Keep automation trustworthy with comprehensive monitoring, alerting, and audit-ready controls. SmartAgents watch your workflows in real time — flagging anomalies before they become errors.
Intelligent industry accelerators
Preconfigured. Proven.
Deploy faster.
Preconfigured solutions built on the Automation Hub — designed to deploy faster and scale with your operational complexity.
01
Core Synchronisation
Reliable integration and core synchronisation. Get the essentials in place with proven templates and a guided launch approach — ideal for teams establishing their integration foundation.
02
SmartFlows for Finance
Automate reconciliation, workflows, and reporting — built for scale and accuracy. The most popular choice for growing finance teams that need more than just a connector.
03
AI-powered SmartAgents
Advanced monitoring and optimisation for complex, multi-entity environments that demand enterprise-grade reliability and AI-driven anomaly detection.
Tier 01 — Starter
Core Automation
Platform
Launch your CRM–ERP–Payments automation quickly and confidently. Perfect for small and growing organisations that need reliable synchronisation without complexity.
Starting at$5,000
per implementation
// OutcomeEliminate manual entry. Go live fast.
What you get
CRM ↔ 1 ERP integration
Standard object & field mappings
Basic payment synchronisation
Pre-configured SmartFlows
Guided implementation
Standard support
Ideal for
QuickBooks integrations
Small finance teams
Initial automation rollout
Partner-led implementations
Most Popular
Tier 02 — Professional
Advanced Automation
Platform
For growing organisations that need automation, visibility, and control. This is where integration becomes transformation.
Starting at$15,000
per implementation
// OutcomeAutomate financial workflows. Reduce reconciliation time. Scale without adding staff.
Everything in Starter, plus
Multi-object bidirectional synchronisation
Advanced SmartFlows automation
Payment reconciliation automation
Subscription & recurring billing logic
Custom field mapping
Reporting automation layer
Sandbox + production deployment
Extended implementation window
Ideal for
Multi-department organisations
CRM-driven revenue teams
Finance teams requiring clean reconciliation
500+ transactions/month
Dynamics, Sage Intacct, Creatio, Salesforce
Tier 03 — Enterprise
Ultimate Automation
Platform
Strategic automation for complex, multi-entity organisations. When integration becomes mission-critical, you need architecture — not connectors.
Starting at$35,000+
per implementation
// OutcomeCreate a unified financial automation layer across your entire organisation.
Everything in Professional, plus
Multi-entity / multi-division architecture
AI SmartFlows optimisation
SmartAgents advanced automation
Custom automation development
Portal & payment gateway orchestration
Advanced exception monitoring
Priority support & SLA options
Dedicated solution architect
Security & compliance configuration
Performance tuning & optimisation
Ideal for
National organisations & non-profits
Multi-location businesses
High-volume transaction environments
Audit & compliance requirements
ERP migration scenarios
Operational impact
What teams report after
deploying InterWeave.
Customers across financial services, manufacturing, non-profits, and professional services consistently report the same operational improvements after deploying InterWeave Business Automation.
Reported operational improvements
✓Reduced manual reconciliation and rework significantly — freeing finance team capacity for higher-value work
✓Improved financial data accuracy across all connected systems — fewer errors, fewer disputes
✓Accelerated reporting cycles and faster month-end close — with real-time data flowing between CRM and ERP
✓Scaled operations volume without proportional staff increases — automation absorbs growth
✓Greater confidence in cross-system data integrity — one source of truth across CRM, ERP, and payments
Case Study Highlight
"InterWeave helped us automate the workflows between our CRM, ERP, and payments — reducing manual effort and dramatically improving visibility across the business."
— Customer Operations Team
Ready to automate
financial operations?
Tell us your CRM, ERP, payment stack, and transaction volume. We'll recommend the right accelerator and architecture for your business — and give you a clear plan to automate reconciliation, reporting, and revenue workflows.
No IT required. Deployed in days. Our team has done this before — across QuickBooks, Sage, Dynamics, Salesforce, Creatio, and 48+ payment processors.
// What to expect in a strategy session
A guided assessment and a clear plan.
Architecture review — your current CRM, ERP, and payment stack
Workflow opportunities assessment — where automation removes the most friction
Implementation approach walkthrough — what deployment looks like for your stack
Best-fit accelerator recommendation — Starter, Advanced, or Ultimate
InterWeave Business Automation
One platform.
Every system.
Automated.
Connect your CRM, ERP, and payments — and let InterWeave SmartFlows and SmartAgents do the work. Deployed in days, not months.
No IT required
Deployed in days
Salesforce + Creatio
QuickBooks · Sage · Dynamics
48+ Payment Processors
SmartFlows + SmartAgents