Salesforce · ERP · CRM-to-GL Integration

One source of truth.
CRM to GL.

Most companies run Salesforce for sales and a separate ERP for finance — and the data never perfectly matches. Month-end close means comparing Salesforce ARR to NetSuite invoices by hand. Revenue hits the books wrong. Disputes wait weeks for resolution. We build the integration layer that makes CRM and ERP agree — in real time, on your terms.

Talk to our integration team → Email us

ERP-agnostic Real-time sync Fixed-fee Phase 1

CRM → ERP — Where Data Goes Wrong

🏷️ CRM / Salesforce

Opportunity · Quote · Contract · Order

↓ Data should flow automatically

⚠️ The Gap

← manual export · copy-paste · CSV uploads

↓ Arrives late, incomplete, or wrong

📒 ERP (NetSuite / SAP / Dynamics)

Invoice · Revenue · AR · GL

↓ Finance closes manually

📊 Finance Reports

Revenue wrong until reconciliation complete

Every company with Salesforce + an ERP eventually builds a spreadsheet to bridge the gap. We replace that spreadsheet with a real integration — bidirectional, event-driven, and fully auditable.

10+

ERP systems integrated, including NetSuite, SAP S/4HANA, Dynamics 365, Sage, Epicor, and custom ERPs

100+

CRM-to-ERP integration projects completed across manufacturing, SaaS, pharma, and financial services

Real-time

Event-driven architecture means data flows within seconds of the triggering event in Salesforce

3–4 wks

Phase 1: scoped to your most critical integration point first, parallel run, then full rollout

The Problem

Your CRM and ERP tell different stories. Every month.

When Salesforce and your ERP don't talk, finance closes manually, revenue hits the books late, and the CFO spends the last week of every month reconciling two systems that should already agree.

Without integration

Sales closes a deal in Salesforce — finance finds out 3 days later via email

Month-end reconciliation takes a week of manual work from two teams

Revenue recognition entries are calculated in Excel from Salesforce exports

Refunds and amendments in the ERP don't update the CRM opportunity record

Integration "project" is a scheduled batch job that breaks quarterly

With Nteli — integrated

✓

Order created in Salesforce → invoice generated in ERP within seconds

✓

Month-end close runs in hours, not days — data matches by construction

✓

Revenue recognition schedules created automatically at contract activation

✓

Bidirectional sync keeps CRM and ERP in agreement continuously

✓

Event-driven integration handles amendments, cancellations, and credits automatically

What we build

The full CRM-to-ERP integration stack — bidirectional, real-time, and auditable.

Every integration we deliver is event-driven with a complete audit trail. You own the data, the logic, and the pipeline.

Salesforce → ERP Sync

Real-time order-to-invoice integration. Opportunity close triggers invoice creation, contract activates billing schedule, order ships and revenue event fires. Bidirectional: ERP payment status syncs back to Salesforce.

EVENT-DRIVEN

Billing Integration

Billing schedules, payment terms, and invoice templates configured in your ERP and triggered by Salesforce contract events. No manual billing runs.

REAL-TIME

Revenue Recognition

ASC 606 / IFRS 15 revenue schedules generated at contract activation and posted to your ERP on the recognition date. Audit trail from contract to GL entry.

ASC 606

Bidirectional Sync

ERP payment status, invoice aging, credit notes, and collection events reflected back in Salesforce in real time. Your sales team sees the financial truth.

BIDIRECTIONAL

Data Warehouse Integration

CRM + ERP data unified into a single analytics layer. ARR waterfall, retention cohorts, deal-to-cash cycle time, and CFO dashboards built on clean data.

UNIFIED DATA

Exception Management

Mismatches between CRM and ERP surfaced automatically. Workflow-driven resolution with audit trail and escalation paths. No more manual comparison.

AUTOMATED

ERP Platforms

Every major ERP. Any middleware.

We integrate Salesforce with whatever ERP you run. Platform-agnostic on both ends.

ERP System	Integration Method	What Syncs	Complexity
NetSuite	SuiteScript REST / SuiteTalk	Orders, invoices, AR, GL, revenue schedules	Standard — most common pairing
SAP S/4HANA	SAP APIs / MuleSoft	FI postings, billing documents, revenue items	Enterprise — highest configurability
Microsoft Dynamics 365	Dataverse API / Power Automate	Finance & Ops, billing, AR	Mid-market — strong out-of-box connectors
Sage Intacct	REST API	Invoices, GL entries, project billing	SMB to mid-market
Epicor / Kinetic	REST API / custom connector	Manufacturing orders, invoices, AR	Manufacturing-first ERP
Custom / Legacy	Direct API / SFTP flat files	Any structured data	ERP-agnostic by design

Middleware: MuleSoft Anypoint (certified) · Azure Integration Services · AWS EventBridge · Dell Boomi · Custom Node.js/Python

Pricing

Fixed fee. Delivered in phases.

We scope every engagement before quoting. You know exactly what you're paying, what gets built, and what you'll have at the end of Phase 1. No per-seat fees on top of the implementation cost.

Salesforce-ERP Integration — Any Stack

We start with a scoped Phase 1 focused on your most critical integration point — order-to-invoice, billing sync, or rev rec. Phase 2 builds out the full bidirectional integration. Both phases are fixed-fee with weekly milestones.

Phase 1 — Integration Audit & Blueprint

Fixed fee · 3–4 weeks

Current state mapping, data model design, integration architecture, field mapping spec, error handling design, and go-live plan for one integration point.

Phase 2 — Build & Rollout

Scoped engagement

Full integration build and deployment across all objects, bidirectional sync, error monitoring, and 90-day hypercare.

Questions

What people ask us

Phase 1 takes 3–4 weeks for the integration audit, data model design, and first integration point go-live. Full rollout — covering all objects, bidirectional sync, error monitoring, and cutover — typically takes 8–20 weeks depending on ERP complexity and the number of integration points. We scope this precisely before any work starts.

We're middleware-agnostic. We use MuleSoft Anypoint, Azure Integration Services, AWS EventBridge, Dell Boomi, or custom Node.js/Python connectors depending on your stack and budget. We don't mandate a specific platform — we recommend the right one for your architecture, or build directly on top of what you already own.

Yes. Most of our ERP work starts with rescuing a batch job or a brittle API integration that keeps breaking. We document the current state, identify the failure modes, and replace it properly with an event-driven architecture. Phase 1 covers the current-state audit and redesign so you know exactly what you're replacing and why.

Yes. Payment status, credit notes, invoice aging, and collection events flow back to Salesforce in real time so sales and finance share a single version of the truth. We design conflict resolution rules upfront — which system is the system of record for which fields — so there are no ambiguous overwrites.

We handle data migration as part of the integration project — mapping legacy records, cleaning data, and loading historical orders and invoices into the integrated state. This is scoped during Phase 1 so you know the full data migration cost before we start the build.

Deployed across every vertical