The Lost Co

Bridge the Gap Between Sales and Finance

Stop losing revenue to manual delays. Our integration automatically converts your CRM closed deals into accurate invoices and keeps your sales team updated on payment status—designed for your specific business processes.

CRM-Finance Integration Investment

Clear pricing for CRM-finance integration build & handover

Discovery Phase

$1,800

2-3 week analysis of your current sales-to-finance handoff process

  • CRM and finance system audit
  • Deal-to-invoice workflow mapping
  • Custom integration architecture
  • Fixed-price implementation proposal
Most Popular

Implementation

$8,500-12,000

Complete integration build, deployment & handover (3-5 weeks after discovery)

  • Custom CRM-finance integration
  • Automated deal-to-invoice flow
  • Payment status sync back to CRM
  • Comprehensive team training & handover

Optional Support

From $500/mo

Premium support tiers for ongoing partnership (optional)

  • Essential: Monitoring ($500-750/mo)
  • Professional: + adjustments ($1,200-1,500/mo)
  • Managed: Full partnership ($1,800-2,200/mo)
  • Most clients operate independently

*Implementation pricing depends on CRM complexity and finance system requirements

Program Outcomes

Faster quote-to-cash cycle
Lower manual entry & errors
Accurate revenue & tax data
Single source of truth for customer state

Typical Phase Rail

Program Phases

Clear stage gates accelerate adoption and ensure measurable lift.

Ready to Accelerate Automation Onboarding?

Unlock rapid value with a structured, metrics‑driven enablement track.

Integration FAQ

Which CRM and finance systems do you support?

We integrate with your existing platforms—commonly HubSpot, Salesforce with Xero, MYOB, or QuickBooks. Our approach is platform-agnostic and can extend to other systems as needed.

How do you handle integration failures?

We build robust error handling with automatic retry logic, alert notifications, and manual review queues to ensure no deals are lost in the handoff.

How long does implementation typically take?

After initial discovery (2-3 weeks), most integrations are live within 4-6 weeks, with careful testing to ensure data accuracy.

What about data security and privacy?

We use secure OAuth connections with minimal data access permissions and follow privacy-focused design principles throughout the integration.

Can we customise the deal-to-invoice mapping?

Absolutely. We configure the integration to match your specific business rules, pricing models, and approval workflows.

What's the typical ROI timeline?

Most clients see immediate time savings on invoice creation, with full ROI typically achieved within 2-4 months through reduced manual work and faster cash flow.

Ready to Remove Manual Handoff Lag?

Get a tailored architecture outline + risk checklist for your CRM and finance stack.