One customer, one revenue story - always in sync

CRM and billing systems are usually built and maintained independently - so a plan upgrade in Salesforce doesn't trigger a billing change, and a failed payment doesn't surface back to the account owner. We connect the systems so sales and finance work from the same version of the customer relationship.

Get started

The integration work behind a single revenue record

Quote-to-cash flow assessment

Assess current quote-to-cash and order-to-revenue flows across Salesforce and the connected billing platform.

Integration architecture & build

Design and build the integration - API-led, event-driven, or middleware/iPaaS -connecting Salesforce with Oracle BRM, Zuora, or Stripe, matched to transaction volume and data sensitivity.

Data integrity & monitoring

Map and validate data, handle errors and reconciliation, and monitor integration flows so failures are caught early.

From disconnected systems to one integrated flow

01
Assess

Assess current quote-to-cash and order-to-revenue flows across Salesforce and the connected billing platform.

02
Design

Design the integration approach - API-led, event-driven, or middleware/iPaaS-based - matched to transaction volume and data sensitivity.

03
Build & deploy

Build and deploy integrations connecting Salesforce with Oracle BRM, Zuora, or Stripe, so subscription changes, renewals, and cancellations sync automatically.

04
Map & validate

Map and validate data so billing status, payment history, and invoice data are visible where sales and account teams actually work.

05
Reconcile & monitor

Handle errors and reconciliation for failed payments, disputes, and billing exceptions, with ongoing monitoring and alerting so failures are caught before they cause discrepancies.

One version of the truth, not two

Real-time visibility

Subscription, billing, and payment status reflected accurately in CRM in real time.

No manual reconciliation

Manual reconciliation between sales and finance systems eliminated.

Faster issue resolution

Billing issues resolved faster, with visibility available to the teams closest to the customer.

One trusted revenue record

A single, trusted revenue record shared across sales and finance.

The technology behind the transformation

Frequently asked questions

How fast can you start?

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No. We build the substrate environments, reward models, eval harnesses, data pipelines, feedback loops and hand it to your training infrastructure. You run the GPUs. We run the engineering around them. That lane discipline is part of why we work as a partner, not a vendor.

Can the work be co-authored or made public?

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No. We build the substrate environments, reward models, eval harnesses, data pipelines, feedback loops and hand it to your training infrastructure. You run the GPUs. We run the engineering around them. That lane discipline is part of why we work as a partner, not a vendor.

How do you handle confidentiality and data?

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No. We build the substrate environments, reward models, eval harnesses, data pipelines, feedback loops and hand it to your training infrastructure. You run the GPUs. We run the engineering around them. That lane discipline is part of why we work as a partner, not a vendor.

Do you run the actual training?

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No. We build the substrate environments, reward models, eval harnesses, data pipelines, feedback loops and hand it to your training infrastructure. You run the GPUs. We run the engineering around them. That lane discipline is part of why we work as a partner, not a vendor.