Give Claude or Codex HubSpot deals, line items, and payment terms. Sanka prepares draft invoices, subscription cycles, payment reconciliation, and accounting handoff — so finance reviews and approves instead of re-keying.
Claude or Codex flags missing billing contacts, mismatched tax codes, off-spec service periods, or stale payment terms — before the draft reaches the customer.
Carry HubSpot terms into first-cycle invoices, mid-term amendments, and annual prepayments without a spreadsheet handoff.
Sanka reconciles partial payments, payment fees, and batched deposits, then writes paid and overdue status back to HubSpot.
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Invoice readiness | Closed-won deals often lack a billing contact, tax code, service period, or payment term — and the gap surfaces only when the invoice bounces. | Claude or Codex catches the missing fields before the draft is approved. |
| Subscription billing | Setup fees, recurring fees, prorations, and annual prepayments need rules someone can audit later. | Sanka runs first-cycle invoices, renewal checks, and amendments from the same HubSpot deal terms. |
| Payment reconciliation | Partial payments, payment fees, and batched deposits force manual cleanup in spreadsheets. | Sanka matches payments to invoices and logs the reason behind every unmatched line. |
| Accounting handoff | Tax codes, accounts, departments, and service periods don't live on the invoice PDF. | Sanka hands invoice, payment, and service-period data to Xero, QuickBooks, freee, or Money Forward without re-keying. |
Closed-won deals often lack a billing contact, tax code, service period, or payment term — and the gap surfaces only when the invoice bounces.
Claude or Codex catches the missing fields before the draft is approved.
Setup fees, recurring fees, prorations, and annual prepayments need rules someone can audit later.
Sanka runs first-cycle invoices, renewal checks, and amendments from the same HubSpot deal terms.
Partial payments, payment fees, and batched deposits force manual cleanup in spreadsheets.
Sanka matches payments to invoices and logs the reason behind every unmatched line.
Tax codes, accounts, departments, and service periods don't live on the invoice PDF.
Sanka hands invoice, payment, and service-period data to Xero, QuickBooks, freee, or Money Forward without re-keying.
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.
We used to place orders with artisans via email or phone, which often led to losing track of order details or forgetting orders altogether.
Summary
Automate billing with Claude or Codex, keep payment reconciliation and accounting sync connected, and extend the same workflow to subscription billing and metered billing.
Set up in under one minute. No credit card required.
