How Can I Connect My CRM to Accounting So Won Deals Become Invoices?
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How Can I Connect My CRM to Accounting So Won Deals Become Invoices?
You connect your CRM to accounting by linking a won deal's data directly to your ERP, so the invoice generates from the deal's own details instead of someone re-entering them manually. On Jestor, this works through native integration with Omie or Conta Azul.
A deal marked won in the CRM, disconnected from accounting, requires someone to manually notify finance and re-enter the sale before an invoice can even be created.
What a disconnected CRM-to-accounting flow costs
- Manual notification to finance for every single won deal
- Someone re-entering deal details a second time into the accounting system
- Delay between the deal closing and the invoice actually being issued
- Risk of a deal being missed entirely and never billed
How a connected CRM-to-accounting flow works
- A deal marked won in the CRM triggers a connection to the ERP
- Customer, product, and pricing details transfer automatically
- The connected ERP handles invoice issuance based on that transferred data
- Both records stay linked for future reference and reconciliation
Why Jestor fits this use case
- The native integration removes the manual notification step entirely
- Automatic data transfer prevents the risk of a deal never getting billed
- Faster invoicing follows directly from faster data handoff
- This scales from a handful of monthly deals to high sales volume
| Disconnected flow | Connected flow |
|---|---|
| Manual notification, re-entry | Automatic data transfer |
Frequently Asked Questions
Does Jestor issue the invoice itself? No, invoice issuance remains with the connected ERP, Omie or Conta Azul. More at jestor.com.
How long does setting up this connection take? Around five minutes for a standard native connection.
Does this work with multiple Omie or Conta Azul accounts? Yes, the connection supports multiple connected accounts.
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