--- title: "Billing & Finance Software Integrations | Ordway" description: "Connect Salesforce, NetSuite, Stripe & more. Sync data in real-time, eliminate manual exports & close faster. See full integration catalog & API docs." url: "https://ordwaylabs.com/products/integrations/" type: "Page" publisher: "Ordway" language: "en-US" published: "2022-08-31T15:09:52+00:00" updated: "2026-08-17T12:03:06+00:00" --- # Billing & Finance Software Integrations | Ordway ## CRM & Accounting Integrations Connect your ERP, Tax, Payments, Business Intelligence, and other Financial Systems to Ordway [Get a Demo](/get-demo/) ## Integration Catalog Ordway has developed pre-built integrations to popular accounting, ERP, CRM, tax, and payment gateways. Additionally, our APIs can be used to synchronize data with your products and other 3rd party apps. #### Sales Tax Connect [Ordway’s billing software](/products/billing-software/) to Anrok to populate the correct sales tax in your invoices based upon the address, product category, and economic nexus. [![identity and access management](/wp-content/uploads/2026/06/auth0-500x188-1.png)](https://www.avalara.com) #### Single Sign-On Authenticate and authorize your team members to access Ordway using Okta. With single sign-on its easier to share billing and reporting with the whole organization. [![tax logo](/wp-content/uploads/2022/08/Avalara-1.jpg)](https://www.avalara.com) #### Sales Tax Integrate Avalara with [Ordway’s billing software](/products/billing-software/) to ensure the correct sales tax is charged on your invoices based upon the address, product category, and economic nexus. [![campfire logo](/wp-content/uploads/2026/06/campfire-500x188-1.png)](https://campfire.ai) #### Accounting ERP Sync your chart of accounts with Campfire’s ERP. Upload details about deferred and recognized revenue, customers, products, and accounts receivable into the general ledger. #### Revenue Financing Share KPIs from [Ordway’s investor metrics](/products/investor-metrics/) with Capchase. Get non-dilutive financing based upon sharing your recurring revenue growth, retention, churn, and other SaaS metrics. ![claude chatbot](/wp-content/uploads/2026/06/claude-500x188-1.png) #### AI Chatbot Connect Anthropic’s Claude AI Chatbot to Ordway. Ask questions about ARR, customer contracts, and upcoming renewals with natural language prompts. Make updates and initiate workflows. [![Drivetrain](/wp-content/uploads/2026/06/drivetrain-500x188-1.png)](https://drivetrain.ai) #### Financial Analysis Publish details about bookings, billings, GAAP revenue, and MRR from [Ordway’s investor metrics reporting](/products/investor-metrics/) to Drivetrain’s business planning platform. Visualize and analyze corporate KPIs. #### Foreign Exchange Rates Compute realized gains and losses for international accounts in [Ordway’s revenue recognition software](/products/revenue-recognition-software-asc-606-ifrs-15/) using the latest historical foreign exchange rates for major currencies from Fixer. ![Google Sheets](/wp-content/uploads/2026/06/google-sheets-500x188-1.png) #### Spreadsheet Analysis Export data from Ordway for more detailed analysis in Google Sheets. Combine billing and revenue data with information from other sources to perform revenue forecasting, variance analysis, and investor reporting. ![HiBob Mosaic](/wp-content/uploads/2026/06/hibob-500x188-1.png) #### Financial Analysis Publish details about cash inflows, billings, revenue schedules, and ARR from [Ordway’s investor metrics reporting](/products/investor-metrics/) to HiBob (Mosaic) Strategic Finance platform. Visualize and analyze corporate KPIs. #### Sales & Customer Success Integrate with Hubspot to automatically publish contracts for new customers from as well as upgrades, renewals, and cancellations into [Ordway’s billing and revenue recognition software](/products). ![hotglue iPaaS logo](/wp-content/uploads/2023/06/hotglue-375x130-1.png) #### Integration Platform Use Hotglue’s integration platform to connect Ordway to hundreds of different applications. Select the data fields you want to share, map, and connect. [Learn more.](https://hotglue.com/connectors/ordway) [![kintsugi](/wp-content/uploads/2026/06/kintsugi-500x188-1.png)](https://trykintsugi.com) #### Sales Tax Automation Calculate sales taxes for customer invoices during billing runs or online checkout with Kintsugi’s AI sales tax automation platform. Submit regulatory filings and payments in various state and local jurisdictions. [![single sign on](/wp-content/uploads/2026/06/okta-500x180-1.png)](https://www.netsuite.com/) #### Single Sign-On Make it simple for your employees to log on to Ordway to create quotes, view invoices, check collections, and create financial reports with Okta’s identity and access management. [![ERP integration](/wp-content/uploads/2022/09/ERP-integration-376x170-1.jpg)](https://www.netsuite.com/) #### Accounting ERP Publish details about billings, collections, credits, and [revenue schedules from Ordway to the general ledger](/products/revenue-recognition-software-asc-606-ifrs-15/) and other modules in Oracle Netsuite’s ERP application. #### Accounting Publish journal entries for invoices, credits, payments, refunds, and revenue schedules from [Ordway’s revenue sub ledger](/products/revenue-recognition-software-asc-606-ifrs-15/) to Quickbooks Online. [![Rillet](/wp-content/uploads/2026/06/rillet-500x188-1.png)](https://rillet.com) #### Accounting ERP Publish detailed or summary journal entries from the revenue subledger to Rillet’s AI native ERP. Map your chart of accounts to sync deferred revenue, A/R, cash collections, refunds, and payments. [![Sage](/wp-content/uploads/2026/06/sage-500x188-1.png)](https://www.sage.com/en-us/sage-business-cloud/intacct/) #### Accounting ERP Integrate Sage Intacct’s general ledger with [Ordway’s revenue sub ledger](/products/revenue-recognition-software-asc-606-ifrs-15/). Publish journal entries for invoices, credits, payments, and refunds based upon recent activity. [![Tray.io iPaaS Logo](/wp-content/uploads/2023/06/tray-375x130-1.png)](https://tray.io/connectors/ordway-integrations) #### Integration Platform Import or export data to/from hundreds of apps [using Tray’s integration platform](https://tray.io/connectors/ordway-integrations). Configure automation with an easy drag-and-drop workflow editor to build with clicks-or-code. #### Sales + Customer Success Receive contracts for new customers by integrating [Ordway’s billing and revenue recognition](/products) with Sales Cloud and CPQ. Get upgrades, renewals, and cancellations as well. [![Snowflake](/wp-content/uploads/2026/06/snowflakedata-500x188-1.png)](https://snowflake.com) #### Data Warehouse Export data such as customer contracts, usage activity, and historical revenues to Snowflake for detailed analytics. Import metered consumption data for rating and billing. #### Payments Integrate [Ordway’s accounts receivable automation](/products/receivables-automation/) with Stripe. Collect payments from customers via credit and debit cards, digital wallets, and using recurring ACH debits. #### Accounting Connect Xero’s general ledger with the [revenue subledger in Ordway](/products/revenue-recognition-software-asc-606-ifrs-15/). Publish journal entries based upon recent billing, revenue recognition, accounts receivable, and collections activity. #### Foreign Exchange Upload the latest foreign exchange rates for major currencies from Xignite. Compute realized gains and losses for international accounts in [Ordway’s revenue recognition software](/products/revenue-recognition-software-asc-606-ifrs-15/). ## Integrating Your SaaS Billing System Modern SaaS billing platforms are a key part of the middle office, orchestrating workflows between the CRM and ERP. The value derived from the billing platform directly correlates with how interconnected it is with other systems. ![Cover image for SaaS Billing Integration ebook with abstract illustration of finance professionals o a dark blue background](/wp-content/uploads/2023/05/SaaS-billing-integration-CRM-ERP-Tax-eBook-1920x1080-1.jpg) Learn the key considerations for integration with: 1. CRM and configure, price, and quote 2. Sales tax automation 3. Payment gateways for ACH, card, and wire transfers 4. ERP and general ledger 5. FP&A, business intelligence 6. Your SaaS or cloud product [Get eBook](/resources/white-papers/the-finance-leaders-guide-to-saas-billing-integration/) ## Import and Export Data to More Applications with APIs Cloud Data Warehouses, eCommerce Platforms, and Customer Success Apps ![client](/wp-content/uploads/2023/06/pipe-500x188-1.png) ![client](/wp-content/uploads/2023/06/microsoft-dynamics-logo-500x188-1.png) ![client](/wp-content/uploads/2023/06/snowflake-500x188-1.png) ![client](/wp-content/uploads/2023/06/google-cloud-500x188-1.png) ![client](/wp-content/uploads/2023/06/shopify-500x188-1.png) ![client](/wp-content/uploads/2023/06/Amazon-web-services-500x180-1.png) ![client](/wp-content/uploads/2023/06/pipedrive-500x188-1.png) ![client](/wp-content/uploads/2023/06/Gainsight-500x188-1.png) ![client](/wp-content/uploads/2023/06/fivetran-500x188-1.png) ![client](/wp-content/uploads/2023/06/Churnzero-500x188-1.png) ![client](/wp-content/uploads/2023/06/zendesk-500x188-1.png) ![Ordway API sample code shown on black background](/wp-content/uploads/2023/06/Ordway-API-usage-code-780x440-1.png) ## Ordway APIs Extend the functionality of our billing and revenue automation platform by integrating with your ecosystem of applications. Connect to your product, SaaS applications, cloud platforms, or app stores using Ordway’s library with: * **RESTful APIs** – Bidirectional integration with external applications * **Webhooks** – Unidirectional updates triggered by real-time events * **Payments SDK** – Connect to card, ACH, and other gateways [Read Docs](https://ordwaylabs.stoplight.io) ## Easily Upload or Download Data Push to Business Intelligence, Data Warehouse, Financial Planning, and ERP Applications #### Usage Data Upload metered consumption data from your SaaS or cloud application directly into Ordway. Stream individual records or batch upload in bulk. Ordway will perform usage rating and add the charges to the invoices. #### ![journal entries icon - orange bar chart](/wp-content/uploads/2023/06/journal-entries-icon-70x70-1.png) #### Journal Entries Post journal entries for recognized and deferred revenue as well as credits/debits generated for accounts receivable, billing, and collections to your GL. Post summary-level or detailed journal entries from our revenue subledger. #### ![blue icon of woman in front of laptop](/wp-content/uploads/2023/06/customers-icon-70x70-1.png) #### Customers Create new customer accounts as you book new logos in the CRM system or acquire new customers through self-service workflows online. Pull all of your current accounts products, plans, and pricing into a data warehouse for analysis. #### ![blue icon of website with registration form](/wp-content/uploads/2023/06/subscription-icon-70x70-b.png) #### Subscriptions/Contracts Create new subscription contracts as you sign up new customers or upsell existing accounts. Pull subscription data into a business intelligence system to understand the renewal pipeline and churn risks. #### ![green bank icon](/wp-content/uploads/2023/06/payments-bank-icon-70x70-1.png) #### Payment Transactions Initiate a billing/payment run from your SaaS or cloud product as customers sign up for new services or expand usage. Trigger activation of features based upon confirmed receipt of payment from a customer. #### ![orange dollar bill icon with invoice behind it](/wp-content/uploads/2023/06/invoice-statement-icon-70x70-1.png) #### Invoices and Statements Capture the latest batch of monthly invoices into your SaaS or cloud product to make it easy for customers to access their bills. Extract historical invoicing data from Ordway into an FP&A tool or data warehouse to perform spend analysis. **The Buzz about Ordway** ## What Finance and Accounting Leaders are Saying “The integrations to Salesforce and stripe have been especially helpful in creating meaningful automations and workflows that distribute the administrative work to avoid growing the billing team.” **Jon Mark** Senior VP of Business Operations at Vestwell “Their integration with Salesforce has enabled us to connect accounts and opportunities and bring live customer data into Salesforce for the rest of the company to access.” **Evan Fitzgerald** Director of Finance at Paubox “…the Ordway API really enabled us to get moving very quickly on our product to get to our initial MVP…For Dispatch Connect, the total timeline was about six months, and that would have been many more months if we needed to build out our own subscription service that Ordway was offering.” **Patrick Connelly** Software Developer at Dispatch ## CRM & Accounting Integrations FAQs ### What types of systems does Ordway integrate with? Ordway integrates with a wide range of financial systems, including CRM, ERP, sales tax automation, payment gateways, and business intelligence platforms. This connectivity helps streamline the entire order-to-revenue process. ### How does Ordway support sales tax compliance? Ordway connects with sales tax solutions like Anrok and Avalara to automatically populate correct sales tax on invoices. This is based on factors such as address, product category, and economic nexus. ### Can Ordway handle different payment methods? Yes, Ordway integrates with various payment gateways such as Stripe, Braintree, CardConnect, Heartland, Payarc, and PayPal. This allows businesses to accept credit cards, debit cards, ACH payments, and digital wallets, including options for recurring or one-time transactions. ### What is the purpose of Ordway’s APIs? Ordway’s APIs extend the functionality of its billing and revenue automation platform, enabling bidirectional integration with external applications. They facilitate connecting to custom products, SaaS applications, cloud platforms, and app stores for comprehensive data synchronization. ### How does Ordway help with revenue recognition? Ordway’s integration with ERP systems like Oracle Netsuite, Quickbooks Online, and Sage Intacct allows it to publish journal entries for recognized and deferred revenue. This ensures compliance with accounting standards like ASC 606 & IFRS 15. See the industry’s most flexible subscription billing software in action. [Get Demo](/get-demo) ## Interesting Reads * [Monetization 101 How Businesses Turn Value Into Revenue](/blog/monetization-101/): Monetization is the process of converting a non-revenue-generating asset, product, or service into a cash flow or income stream. For recurring revenue businesses, this typically means charging customers on an ongoing... * [Accounting for Foreign Exchange Realized Gains and Losses](/blog/foreign-exchange-realized-gains-and-losses/): The profit or loss that occurs when a foreign currency transaction settles at a different exchange rate than when it was originally recorded. The gain or loss becomes “realized” at the moment cash changes hands—whethe... * [How to Automate Parent Child Billing Across Complex Account Hierarchies](/blog/parent-child-billing-account-hierarchies/): Enterprise customers rarely operate as a single entity. A corporate headquarters with regional offices, a franchisor with dozens of locations, a holding company with multiple subsidiaries—these structures require bill...