Integrations

Connect receivables workflows to the systems finance already uses.

Ledgewave brings receivables, billing, payment, and account context from the platforms your team already relies on, then turns that data into prioritization, follow-up, reporting, and cash forecast review.

Discuss Your Systems Request a Demo
ERP + accounting systems CRM and customer records Billing + subscription data Payments and cash application Managed setup
Major Platforms

Common source systems and data paths.

These are the systems and source types finance teams most often bring into integration planning. The exact connection method is confirmed around your workflow, data access, and refresh cadence.

NetSuite QuickBooks Online Xero Sage Intacct Microsoft Dynamics 365 SAP Oracle Salesforce HubSpot Stripe Chargebee Bill.com Shopify Custom APIs Secure files Managed onboarding
ERP + Accounting Common

NetSuite, QuickBooks, Xero, Sage Intacct, Dynamics, SAP, and Oracle

Bring customer, invoice, balance, due-date, credit, and payment context from the financial systems that hold the working receivables record.

CRM Common

Salesforce, HubSpot, and account systems

Attach account ownership, customer attributes, contacts, segment detail, and relationship context to the receivables workflow.

Billing Common

Chargebee, subscription billing, and planned billing sources

Bring expected billing and renewal timing into forecast review so finance can see what is already open and what is coming next.

Payments Common

Stripe, Bill.com, bank files, and payment history

Use payment activity and timing patterns to sharpen prioritization, promise tracking, and expected-cash conversations.

Data + API Scoped

Warehouses, custom APIs, and proprietary systems

Connect customer-specific data paths when the team already has a reliable warehouse, owned application, or API surface.

Secure Files Available

Approved exports and secure transfer

Use governed files when they are the fastest reliable path to live data, with validation before records feed dashboards and workflows.

ERP-Specific Workflows

Operational receivables pages by finance environment.

Review the workflow, implementation, and forecast visibility considerations for the systems finance teams most often operate from.

NetSuite

Collections workflows, payment visibility, and cash forecasting support alongside NetSuite data.

Open NetSuite page

SAP

Operational receivables visibility for shared services, multi-entity reporting, and enterprise finance coordination.

Open SAP page

Oracle

Receivables workflow visibility, customer follow-up, and forecast support for Oracle finance operations.

Open Oracle page

Microsoft Dynamics

Collections execution, operational reporting, and expected cash visibility for Dynamics teams.

Open Dynamics page

Sage Intacct

Collections automation, payment visibility, and forecast support for modern finance operations.

Open Intacct page

QuickBooks

Collections automation and receivables visibility for growing finance teams.

Open QuickBooks page

Xero

Centralized follow-up, customer communication, and cash visibility alongside Xero.

Open Xero page

Communications

Reminder workflows, customer history, and outreach coordination connected to receivables operations.

Open Communications page

Technical

APIs, webhooks, exports, warehouses, and secure transfers for operational finance deployments.

Open Technical page
Integration Planning

How source systems become a working receivables workflow.

Integration planning starts with the systems your team relies on, then narrows to the fields and refresh cadence needed for a useful launch.

1

Confirm source systems

Identify the ERP, accounting, CRM, billing, payment, commerce, warehouse, API, or file sources that hold the data your workflow needs.

2

Select launch data

Choose the customer, invoice, balance, payment, planned billing, ownership, and follow-up fields that need to be accurate on day one.

3

Map and validate

Confirm invoice keys, customer naming, dates, currencies, balances, status fields, and validation rules before the data feeds live workflows.

4

Set cadence and expansion path

Define refresh timing, ownership, launch scope, and the next integrations to deepen once the operating workflow is running well.

Data Domains

The integrations are planned around receivables work, not just system names.

The strongest connection path is the one that gives finance the context needed to prioritize work, prepare follow-up, and explain expected cash.

Records teams usually map

  • Customers, parent accounts, contacts, and account owners
  • Invoices, due dates, balances, aging, disputes, credits, and adjustments
  • Payments, promise dates, planned billing, renewals, and expected timing
  • Notes, workflow stage, collector assignment, and prior follow-up activity

Questions that shape the connection path

  • Which source owns the receivable record and which source owns customer context
  • How often the book needs to refresh for the team to trust the queue
  • Which fields drive prioritization, forecast review, and manager reporting
  • Where secure files are sufficient and where API depth is worth adding
Integration FAQ

Questions teams ask before planning integrations.

Which platforms can Ledgewave work with?

Ledgewave supports managed data onboarding from common ERP, accounting, CRM, billing, payment, commerce, API, and secure file sources, including platforms such as NetSuite, QuickBooks Online, Xero, Sage Intacct, Microsoft Dynamics 365, SAP, Oracle, Salesforce, HubSpot, Stripe, Chargebee, Bill.com, and Shopify.

Do you need a native connector before launch?

No. Teams can launch with the source path that is ready first, such as an approved export, secure file transfer, or scoped API connection, while deeper automation is planned around the workflow.

What data does Ledgewave usually need?

Typical integrations include customer records, invoice detail, balances, payment history, planned billing, owner or stage fields, notes, and follow-up activity.

How are integrations implemented?

Ledgewave uses a managed onboarding process to confirm source systems, map fields, validate sample data, define refresh cadence, and document the connection path used at launch.

Next Step

Bring the systems, data owners, and workflow you want to improve.

The fastest evaluation conversations start with the platforms your team already uses and the weekly receivables process you want to clean up first.

Who should join

Finance operators, systems partners, and technical evaluators reviewing whether the integration plan matches their operating environment.

What to bring

The primary ERP or accounting system, any CRM or billing sources, and a clear description of the first reporting or follow-up problem to solve.

Next step

Use the contact or demo flow and call out the systems, fields, and refresh cadence you want to discuss.

Related pages Move from onboarding fit into workflow, pricing, or a direct conversation depending on what the team needs next.
Workflow Operations

See how the onboarding model supports the actual weekly receivables cycle.

Product Platform

Review the dashboard, draft outreach, invoice detail, and forecast surfaces that depend on the imported data.

Pricing Pricing

See how onboarding needs and implementation work shape the proposal.

Contact Contact

Start a data-specific conversation and outline the files or API work you want to discuss.

Open Contact Page