Invoice automation

Stop wasting hours each month on manual invoicing.

Slipstream is the automation layer between your CRM and accounting system. Close the deal — we handle the invoice.

Integrations

Connect the CRM you already use to QuickBooks

HubSpot, Salesforce, Pipedrive, GoHighLevel, and more — without manual work in between.

How it works

See Slipstream in action

Watch a 90-second walkthrough of how deals flow from your CRM into QuickBooks — automatically.

Product

Everything you need after the deal closes

Track activity, review upcoming invoices, manage connections, and run batches — from one place.

Track every sync in one place

See what synced, what failed, and why — with time savings and invoiced totals at a glance.

Slipstream dashboard showing activity feed, success and failure counts, and monthly invoiced totals

Review invoices before they go out

Upcoming invoices land in a queue so finance can check amounts, terms, and timing before billing runs.

Slipstream invoice queue listing scheduled invoices with customer, amount, status, and date

Manage CRM and accounting connections

Connect, reconnect, and keep integrations healthy without leaving Slipstream.

Slipstream integrations settings showing HubSpot and QuickBooks connections marked as connected

Get alerted when it matters

Choose email alerts for successful events, errors, and weekly activity summaries — or keep the noise off.

Slipstream notification settings with toggles for successful events, errors, and activity summaries

Consolidate invoices for reseller partners

Run a date-range batch with consolidated processing to invoice partners in one pass instead of deal by deal.

Slipstream run batch dialog with date range and consolidated process selected for reseller invoicing

Benefits

Why finance teams choose Slipstream

Less manual work, faster billing, and fewer mistakes — from day one.

Eliminate manual entry

Stop re-typing deal data into QuickBooks. Invoices create themselves when deals close.

Bill faster

Send invoices the moment a deal closes — not days later when finance catches up.

Reduce errors

Field mappings keep CRM and accounting in sync. No more typos or mismatched amounts.

Full visibility

Every run is logged. See what synced, what failed, and why — without digging through email.

Purpose-built for invoicing

Not a generic automation tool. Pre-built mappings and invoice-specific error handling.

Live in under an hour

Connect your CRM and QuickBooks, map your fields, and run a test deal — same day.

Time savings calculator

See how much finance time you could get back

Estimate monthly hours saved from automating invoices, customer setup, and product catalog updates.

How much manual work does your team handle each month?

How much time can you save?

Solid savings
Invoicing8 min per invoice6.7 hrs
Customer setup4 min per customer1.7 hrs
Product catalog6 min per product48 min
Total time saved (estimated)9.1 hrs
Save

9.1 hrs / month

on manual invoicing work

That's about 110 hrs per year

This calculator provides an estimate based on typical manual workflows. Actual time savings may vary and are not guaranteed.

Testimonials

Trusted by finance teams

See what customers say after automating invoicing with Slipstream.

The cost of waiting

Every week without automation adds up

Manual invoicing isn't just slow — it compounds into real revenue and risk every month you delay.

Lost finance hours

12+ hours per month re-entering deal data that should sync automatically.

Delayed cash collection

Late invoices mean late payments. Every day of delay pushes revenue further out.

Reconciliation cleanup

Typos and mismatches create hours of cleanup work and erode trust in your books.

Scaling pain

More deals means more manual work. Without automation, your team becomes the bottleneck.

Pricing

Implementation tiers + one monthly subscription

Choose the level of setup support that's right for your team. Every tier includes the same $50/month platform access.

Essentials

$250one-time setup

+ $50/ month

Guided integration setup with the essentials for a clean CRM-to-QuickBooks handoff.

  • CRM-to-QuickBooks integration setup
  • Standard field mapping configuration
  • Self-guided CRM workflow review
  • Best practices documentation
  • Email support during setup
Book a Demo
Most popular

Standard

$500one-time setup

+ $50/ month

Hands-on help optimizing your CRM, sales process, and integration workflow.

  • Everything in Essentials
  • Live CRM optimization session
  • Sales process review and recommendations
  • Custom field mapping and workflow design
  • White-glove onboarding and live testing
Book a Demo

Advanced

$1,000one-time setup

+ $50/ month

Deep CRM and sales process optimization for complex billing workflows.

  • Everything in Standard
  • Deep CRM and pipeline optimization
  • Complex billing workflow design
  • Dedicated implementation specialist
  • Post-launch optimization review
Book a Demo

All tiers include unlimited integration usage, ongoing support, and access to Slipstream activity logs.

FAQ

Questions teams ask before they switch

Common questions about setup, integrations, and how Slipstream fits your billing workflow.

What does Slipstream actually do?

Slipstream watches your CRM for closed-won deals and creates the matching invoice in QuickBooks automatically. Your team stops copying deal data by hand — billing starts the moment the deal closes.

Which CRMs do you support?

HubSpot, Salesforce, Pipedrive, GoHighLevel, Monday.com, and ConnectWise today, with more integrations on the roadmap. Browse our integrations directory for CRM-specific workflows, or HubSpot, Salesforce, and Pipedrive detail pages to start.

How much time can I save each month?

Most teams reclaim 12+ hours per month on manual invoice entry. High-volume teams often save up to three days. Use our time savings calculator on the homepage to estimate your team's numbers.

How does the QuickBooks connection work?

You authorize Slipstream through QuickBooks OAuth — the same secure flow you use for other accounting apps. We sync customers, line items, and invoice fields directly into the company file you choose.

How long does setup take?

Most teams are live in under an hour. Connect your CRM and QuickBooks, map the fields you care about, pick your trigger stage, and run a test deal. Our how-it-works guide covers each step.

Ready to stop manual invoicing?

Book a demo and see your CRM flow straight into QuickBooks.