Partners
Without Sanka
Customer, billing name, and accounting partner names drift
With Sanka
Match companies, billing contacts, and partner candidates before handoff
Prepare Sanka billing, payment, and spend data for accounting handoff
Standardize the pre-accounting review for invoices, payments, reconciliations, expenses, payouts, items, tax codes, departments, and memo fields before sending data onward.
LegendPromptActionCheckData
Trusted by 1,000+ teams
%201.png)
Overview
Clean operational data before it reaches accounting
Stop and check before export
Review tax codes, accounts, departments, memo fields, customer matching, and payment differences before handoff.
Connect invoices and payments
Keep paid, partially paid, overdue, fee-adjusted, overpaid, refunded, and reconciled status tied to invoice data.
Preserve review evidence
Keep AI drafts, human checks, approvals, export scope, and returns as traceable records.
Tutorial
Move reviewed Sanka data into accounting workflows
- 01Collect billing, payment, and spend dataReview invoices, payments, reconciliations, expenses, payouts, items, and customer records in Sanka.
- 02Run pre-accounting reviewCheck partners, tax, accounts, departments, memo fields, differences, and duplicate exports.
- 03Handoff reviewed dataMove approved records to freee, Money Forward, QuickBooks, Xero, or internal accounting workflows while retaining references in Sanka.
Compare
Accounting handoff succeeds or fails before export
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Partners | Customer, billing name, and accounting partner names drift | Match companies, billing contacts, and partner candidates before handoff |
| Lines | Item names and amounts do not determine account, tax, department, or memo fields | Enrich accounting fields from items, contracts, departments, and customer terms |
| Payments | Fees, partial payments, overpayments, and refunds are separated from invoices | Attach payment differences to invoices and review reconciliation policy |
| Audit | Spreadsheet corrections lose the reason and approver | Store AI drafts, human review, approvals, and export scope |
Lines
Without Sanka
Item names and amounts do not determine account, tax, department, or memo fields
With Sanka
Enrich accounting fields from items, contracts, departments, and customer terms
Payments
Without Sanka
Fees, partial payments, overpayments, and refunds are separated from invoices
With Sanka
Attach payment differences to invoices and review reconciliation policy
Audit
Without Sanka
Spreadsheet corrections lose the reason and approver
With Sanka
Store AI drafts, human review, approvals, and export scope
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
FAQ
Frequently asked questions
Does Sanka replace accounting software?
Not by default. Sanka manages invoices, payments, spend, reconciliation, tax and account review before sending data to accounting workflows.
Can human review happen before accounting handoff?
Yes. Teams can review tax, accounts, departments, memo fields, partner matching, and difference reasons before data moves onward.
Can CRM-origin records be used?
Yes. CRM deals and line items can flow into Sanka billing, cash, and accounting review workflows.