Connect Ordway to your Applications
ERP, Accounting, CRM, Tax, and Payments
Connect Ordway to Your Sales and Financial Systems
CRM and CPQ
- New contracts
- Upsells
- Renewals
- Product catalog
ERP and GL
- Deferred revenue
- Accounts receivable
- Sales taxes
- Invoices + payments
Sales Tax
- Street address
- Product category
- Invoice amount
- Exempt status
Payment Gateway
- Card number
- Bank account number
- Charge amount
- Payment received
Integration Catalog
Ordway has developed pre-built integrations to popular accounting, ERP, CRM, tax, and payment gateways. Additionally, our APIs can be used to synchronize data with your products and other 3rd party apps.
Payments
Offer individuals and businesses a buy now, pay later option powered by Affirm using Ordway’s recurring payments capabilities.
Sales Tax
Connect Ordway’s billing software to Anrok to populate the correct sales tax in your invoices based upon the address, product category, and economic nexus.
Payments
Make it easy for consumers to pay using their mobile phone and digital wallet. Let them use ApplePay for recurring payments or one-time transactions.
Sales Tax
Integrate Avalara with Ordway’s billing software to ensure the correct sales tax is charged on your invoices based upon the address, product category, and economic nexus.
Payments
Collect one-time or recurring payments from your customers using Braintree. Accept cards and digital wallets.
Revenue Financing
Share KPIs from Ordway’s investor metrics with Capchase. Get non-dilutive financing based upon sharing your recurring revenue growth, retention, churn, and other SaaS metrics.
Payments
Collect payments electronically from customers via credit and debit cards as well as ACH by integrating CardConnect’s payment gateway to Ordway’s accounts receivable automation.
Payments
Ordway’s accounts receivable automation can collect payments electronically from customers via credit and debit cards as well as ACH using Exact Payments.
Sales & Customer Success
Receive sales orders for new customers by integrating Ordway’s billing and revenue recognition with Firmao’s CRM. Get upgrades, renewals, and cancellations as well.
Foreign Exchange Rates
Compute realized gains and losses for international accounts in Ordway’s revenue recognition software using the latest historical foreign exchange rates for major currencies from Fixer.
Payments
Accept credit cards from your customers using Heartland’s payment gateway services. Enable recurring monthly, quarterly, or annual payments or offer one-time, on-demand remittance.
Sales & Customer Success
Integrate with Hubspot to automatically publish contracts for new customers from as well as upgrades, renewals, and cancellations into Ordway’s billing and revenue recognition software.
Integration Platform
Use Hotglue’s integration platform to connect Ordway to hundreds of different applications. Select the data fields you want to share, map, and connect. Learn more.
Financial Analysis
Publish details about cash inflows, billings, revenue schedules, and ARR from Ordway’s investor metrics reporting to Mosaic’s Strategic Finance platform. Visualize and analyze corporate KPIs.
Accounting
Publish details about billings, collections, credits, and revenue schedules from Ordway to the general ledger and other modules in Oracle Netsuite’s ERP application.
Payments
Accept card payments from customers with Payarc. Setup auto-pay for recurring charges or offer hosted payment pages for one-time transactions.
Payments
Enable individuals and businesses to remit payment using PayPal’s digital wallet linked to Ordway’s recurring payments solution.
Accounting
Publish journal entries for invoices, credits, payments, refunds, and revenue schedules from Ordway’s revenue sub ledger to Quickbooks Online.
Accounting
Integrate Sage Intacct’s general ledger with Ordway’s revenue sub ledger. Publish journal entries for invoices, credits, payments, and refunds based upon recent activity.
Integration Platform
Import or export data to/from hundreds of apps using Tray’s integration platform. Configure automation with an easy drag-and-drop workflow editor to build with clicks-or-code.
Sales + Customer Success
Receive contracts for new customers by integrating Ordway’s billing and revenue recognition with Sales Cloud and CPQ. Get upgrades, renewals, and cancellations as well.
Sales Commissions
Capture key metrics such as ARR, ACV, TCV for new contracts, upsells, and renewals from Ordway. Provide visibility to collections on recent wins.
Payments
Integrate Ordway’s accounts receivable automation with Stripe. Collect payments from customers via credit and debit cards as well as ACH.
Accounting
Connect Xero’s general ledger with the revenue subledger in Ordway. Publish journal entries based upon recent billing, rev rec, and AR activity.
Foreign Exchange
Upload the latest foreign exchange rates for major currencies from Xignite. Compute realized gains and losses for international accounts in Ordway’s revenue recognition software.
Integrating Your SaaS Billing System
CRM, ERP, and 20 Other Applications to Connect to
Modern SaaS billing platforms are a key part of the middle office, orchestrating workflows between the CRM and ERP. The value derived from the billing platform directly correlates with how interconnected it is with other systems.
Learn the key considerations for integration with:
- CRM and configure, price, and quote
- Sales tax automation
- Payment gateways for ACH, card, and wire transfers
- ERP and general ledger
- FP&A, business intelligence
- Your SaaS or cloud product
Import and Export Data to More Applications with APIs
Cloud Data Warehouses, eCommerce Platforms, and Customer Success Apps
Ordway APIs
Extend the functionality of our billing and revenue automation platform by integrating with your ecosystem of applications. Connect to your product, SaaS applications, cloud platforms, or app stores using Ordway’s library with:
- RESTful APIs – Bidirectional integration with external applications
- Webhooks – Unidirectional updates triggered by real-time events
- Payments SDK – Connect to card, ACH, and other gateways
Read Docs
Easily Upload or Download Data
Push to Business Intelligence, Data Warehouse, Financial Planning, and ERP Applications
Usage Data
Upload metered consumption data from your SaaS or cloud application directly into Ordway. Stream individual records or batch upload in bulk. Ordway will perform usage rating and add the charges to the invoices.
Journal Entries
Post journal entries for recognized and deferred revenue as well as credits/debits generated for accounts receivable, billing, and collections to your GL. Post summary-level or detailed journal entries from our revenue subledger.
Customers
Create new customer accounts as you book new logos in the CRM system or acquire new customers through self-service workflows online. Pull all of your current accounts products, plans, and pricing into a data warehouse for analysis.
Subscriptions/Contracts
Create new subscription contracts as you sign up new customers or upsell existing accounts. Pull subscription data into a business intelligence system to understand the renewal pipeline and churn risks.
Payment Transactions
Initiate a billing/payment run from your SaaS or cloud product as customers sign up for new services or expand usage. Trigger activation of features based upon confirmed receipt of payment from a customer.
Invoices and Statements
Capture the latest batch of monthly invoices into your SaaS or cloud product to make it easy for customers to access their bills. Extract historical invoicing data from Ordway into an FP&A tool or data warehouse to perform spend analysis.
The Buzz about Ordway
What Finance and Accounting Leaders are Saying
“The integrations to Salesforce and stripe have been especially helpful in creating meaningful automations and workflows that distribute the administrative work to avoid growing the billing team.”
Jon Mark
Senior VP of Business Operations at Vestwell
“Their integration with Salesforce has enabled us to connect accounts and opportunities and bring live customer data into Salesforce for the rest of the company to access.”
Evan Fitzgerald
Director of Finance at Paubox
“…the Ordway API really enabled us to get moving very quickly on our product to get to our initial MVP…For Dispatch Connect, the total timeline was about six months, and that would have been many more months if we needed to build out our own subscription service that Ordway was offering.”
Patrick Connelly
Software Developer at Dispatch
