IRIS KashFlow + Wealthbox CRM Integration

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Wealthbox CRM and IRIS KashFlow work together to make accounting and bookkeeping simple.

When you create a opportunity in Wealthbox CRM, it will automatically create an order in IRIS KashFlow. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Wealthbox CRM and IRIS KashFlow.

In order to keep your accounting and customer records in sync, when you create a contact in Wealthbox CRM, this automation will automatically create a customer in IRIS KashFlow.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Wealthbox CRM and IRIS KashFlow!