account_balanceAccounting
Journal entries post to
the ledger you already trust.
Two-way sync with NetSuite, QuickBooks, Xero and Sage, mapped to your chart of accounts.
JE-1192Accounts receivableDr 26,648.66
Deferred revenueCr 18,648.66
RevenueCr 8,000.00
handshakeCRM
Salesforce and HubSpot, both ways.
Contactssynced
Companiessynced
Deal termssynced
forumSlack
Revenue events where your team works.
Signed#deals
Paid#finance
Ready to close#finance-close
webhookWebhooks
React to every event.
invoice.paid→Your system
agreement.signed→Your system
data_objectREST API
Everything the product does, in code.
AgreementsAPI
InvoicesAPI
PaymentsAPI
monitor_heartSync health
Know before a sync breaks.
NetSuitehealthy
Salesforcehealthy
historyAudit trail
Every dollar traced from signature to journal entry.
admin_panel_settingsApprovals & roles
Credits, write-offs and term changes need the right sign-off.
monitoringLive ARR and DSO
Straight from contracts and payments, always current.
verified_userSOC 2 Ready
Security and data controls built to the SOC 2 standard.