CRM in HubSpot
Won deal — finance learns from a Slack message.
Ledger · Finance
Ledger — revenue and invoices on the same accounts sales owns
Ledger is finance inside Salestrics — invoices, Stripe Connect payouts, and financial records linked to Momentum opportunities. Not QuickBooks beside Salesforce with a monthly CSV reconciliation.
Launch plan and above · One Salestrics platform · One subscription
The stitched finance stack
Closing a deal and collecting payment rarely share one system.
QuickBooks or Xero
Invoices with manually re-entered customer names.
Stripe dashboard
Payments disconnected from opportunity history.
Forecast spreadsheets
Board decks built from exports, not live data.
Ledger on Salestrics records
Salestrics is one AI-native revenue workspace for startups — not a stitched stack.
Opportunity-linked invoices
Revenue tied to the deal record reps already maintain.
Stripe Connect
Payouts inside the workspace on paid plans.
Insight dashboards
KPIs from the same data layer — no BI export.
One subscription
Finance beside CRM on Launch and above.
What Ledger includes
- Invoices and financial records tied to Momentum accounts and opportunities
- Stripe Connect payouts on paid plans
- Insight dashboards read Ledger and CRM together
- Assistant can summarize revenue context on live records
Explore the Salestrics platform
Ledger FAQ
Is Ledger a full accounting system?
Ledger focuses on revenue execution — invoices, payouts, and financial records tied to CRM. Complex GAAP accounting may still use a dedicated accounting tool.
Which plans include Ledger?
Ledger depth expands on Launch and above. Free Forever includes core platform apps; compare plans at app.salestrics.com/pricing.
Does Ledger connect to Stripe?
Yes. Stripe Connect payouts are available on paid plans inside the Salestrics workspace.
Close the loop from deal to invoice
Ledger, CRM, and Insight on one Salestrics subscription.