CRM + Accounting Integration

Close the Deal in the CRM.
Invoice in Accounting. Automatically.

When a deal closes in your CRM, the invoice should appear in Xero. Commission splits should calculate. Payment status should flow back. Right now, someone re-enters all of that by hand.

Connect CRM to Accounting

The Problem

Two Systems, Zero Connection

Your CRM tracks deals from lead to close. Your accounting system handles invoices, commissions, and payouts. Between the two? Manual data entry.

When a deal closes in the CRM, someone creates an invoice in Xero or QuickBooks. They calculate commission splits based on the deal terms, brokerage fees, and agent agreements. They create the payable entries. Then they update the CRM to reflect what's been paid.

For brokerages handling dozens or hundreds of transactions per month, this manual handoff is a full-time job — and a source of errors that show up as unhappy agents waiting for commission checks.

What gets re-entered manually:

Deal → Invoice Closed deals in the CRM don't create invoices. Someone manually enters the transaction details in accounting.
Commission splits Agent splits, team splits, brokerage fees, and referral fees calculated by hand or in a spreadsheet, then entered in accounting.
Payment status When commissions are paid, the CRM doesn't know. Agents ask the office for status because they can't see it themselves.
Revenue reporting CRM shows closed deals. Accounting shows revenue. Matching them requires manual reconciliation.

What We Build

CRM-to-Accounting Integration

Automated data flow between your real estate CRM and accounting system. Deals close, invoices create, commissions calculate.

Deal-to-Invoice

When a deal closes in your CRM, an invoice is created in Xero with the correct amounts, parties, and reference details.

Commission Split Calculation

Agent splits, team splits, brokerage fees, and referral fees calculated automatically based on configurable rules.

Payment Status Sync

When invoices are paid in Xero, the CRM updates. Agents see commission status without calling the office.

Agent Payout Management

Commission payables created per agent with correct amounts, tracked in accounting and visible in the CRM.

Rental Income Tracking

For property managers: rent payments, management fees, and owner distributions tracked through the same integration.

Revenue Reconciliation

CRM deal data and accounting revenue always match. No more end-of-month reconciliation headaches.

Platforms

CRMs and Accounting Tools We Connect

Real Estate CRMs

  • HubSpot
  • Pipedrive
  • Zoho CRM
  • Any CRM with an API

Accounting

  • Xero (deepest experience)
  • QuickBooks
  • Other accounting platforms with APIs

The Big Picture

How It All Connects

Real estate CRM to accounting bidirectional integration data flow

FAQ

Common Questions About CRM-Accounting Integration

Can you connect my CRM to Xero?

Yes. Closed deals create invoices, commission splits are calculated, and payment status flows back to the CRM.

What about QuickBooks?

We work with both Xero and QuickBooks. The integration logic is similar. Xero is where we have the deepest experience.

How are commission splits handled?

Split rules are configured based on your brokerage's structure. When a deal closes, the correct amounts are calculated and sent to accounting automatically.

Does payment status sync back to the CRM?

Yes. When an invoice is paid in Xero, the CRM updates. Agents can see commission status without checking accounting.

Can this handle rental income too?

Yes. Rent payments, management fees, and owner distributions can all flow through the same integration pattern.

Stop Re-Entering Deal Data Into Accounting

Tell us your CRM and accounting setup. We'll show you how deals, commissions, and payments can flow automatically.

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