Sunbay pulls invoices, payments and customer data from your accounting system and takes the customer segment from your CRM. Case statuses go back to your ERP, so both systems show the same receivables.
Below are the most popular integrations. Sunbay also connects to many other systems, and we connect less common ones through their APIs.
Each connection has its own job, and together they keep the receivables position up to date.
Sunbay pulls open invoices, due dates and customer contact details from your ERP.
Payments booked in your ERP are matched to invoices, so the case closes on its own and reminders stop.
The segment and account owner from your CRM decide which path a case follows.
Case statuses, such as a promise to pay or a payment, go back to your ERP.
You do not have to wait for an integration. A CSV file with invoices and customer data is enough to start, and we add the ERP connection later.
We connect less common accounting systems and CRMs through their APIs. In the demo we will check how to connect your system.
Book a demoHow Sunbay connects to your ERP and CRM, and what to do if your system is not listed.
Sunbay connects with Symfonia, enova365, Comarch ERP Optima, SAP Business One and Microsoft Dynamics 365, as well as Fakturownia, inFakt, wFirma, ifirma, SaldeoSMART, Systim, Xero and QuickBooks, among others. Invoices and customer data sync continuously, so nothing has to be retyped by hand.
From your ERP or accounting system. Once a payment is booked against an invoice there, Sunbay closes the case on its own and stops the reminders, so they never reach customers who have already paid.
From your CRM, for example HubSpot, Salesforce or Pipedrive, Sunbay pulls the customer segment and account owner, so each path can reflect the relationship you have with that customer. In return, salespeople can see the payment status of their customers.
Yes. You can start with a CSV file of invoices and customer data and add the ERP integration later. Full automation, including closing cases once a payment is booked, comes with the system connection.
We also connect to less common accounting systems and CRMs through their APIs. In the demo we will check how to connect your system, and integration maintenance is included in every plan.
Yes. Sunbay pulls invoices and customer data from your ERP and sends back the case status, such as a confirmed payment. That way both systems show the same receivables position.
Yes. When you decide a case should go further, you hand it over in one click to KRD (the Polish debtor register), a law firm, your own legal team or your credit insurer. The documents go with it, including the invoice, payment demands with delivery dates, the customer's replies and the interest note.
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