Connect Ordway to your Applications
ERP, Accounting, CRM, Tax, and Payments
Connect Ordway to Your Sales and Financial Systems
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.
Foreign Exchange Rates
Compute realized gains and losses for international accounts in Ordway’s revenue recognition software using the latest historical foreign exchange rates for major currencies from Fixer.
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.
Publish details about cash inflows, billings, revenue schedules, and ARR from Ordway’s investor metrics reporting to Mosaic’s Strategic Finance platform. Visualize and analyze corporate KPIs.
Integrating Your SaaS Billing System
CRM, ERP, and 20 Other Applications to Connect to
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.
Learn the key considerations for integration with:
- CRM and configure, price, and quote
- Sales tax automation
- Payment gateways for ACH, card, and wire transfers
- ERP and general ledger
- FP&A, business intelligence
- Your SaaS or cloud product
Import and Export Data to More Applications with APIs
Cloud Data Warehouses, eCommerce Platforms, and Customer Success Apps
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
Easily Upload or Download Data
Push to Business Intelligence, Data Warehouse, Financial Planning, and ERP Applications
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.
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.
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.
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.
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.
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.”
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.”
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.”
Software Developer at Dispatch